7 ‘Wants’ management tips for Effective financial health “If you buy things you DO NOT NEED, soon you will have to sell things that you
Financial Radiance completes 5 years on December 1, 2021. I am pleased to inform you that I am working with more than 250 clients. The company has an AUM of about Rs 65 crores with a Systematic Investment Plan (SIP) book of over Rs 60 lakhs a month. When the lockdown was announced last year, there was no impact on the day-to-day operations of the business.
Financial Radiance has been doing in-depth research on the mutual fund industry. There are more than 3000 funds in the industry spread across 45 Asset Management Companies (AMCs). Access to AMCs also helps us in asking the right questions and identifying the best products for our clients.
We launched a tie-up with a new Service, Beyond life services, wherein in case of untimely death of a member, a relationship manager gets assigned by My Wealth Protector. The annual plan is available for Rs 1,499 while a 5 years plan is for Rs 5,999. if you decide to subscribe from my website providing the mentioned coupon code, you get a flat 30% discount.
The last five years have been immensely satisfying as I see my role as a catalyst helping people achieve financial freedom. There are certain regrets too in this profession. But, life must go on and as I said, I can only be a catalyst but not the decision-maker.
After staying in South India for 21 years, my family decided to relocate to Greater Noida. I would like to thank all my investors who stood by me when I discussed with them my personal decision to relocate from Hyderabad.
Until next year, bye from me, and I shall be back with my perspective on completing 6 years at Financial Radiance.
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