Oasis Financial Advisor
Financial Services - Ahmedabad, Gujarat, India
Oasis Financial Advisor Employees
Oasis Financial Advisor Details
Planning to make an investment? 🤔👇Read these before taking any investment decisions.👇 .👉 Make saving and investing a priorityMaking this activity a priority will help you stop spending your money needlessly.👉 Commit yourself to regularly save money to investDetermine what you can & should set aside every month to make this process even easier...👉 Schedule a monthly auto-transfer from your bank account to your investing account.Set it & forget it. An auto transfer is the easiest way to manage your investments.👉 Keep in mind the high-interest debt paymentsCredit card debt is expensive! You're losing a ton of money every year even if your stocks grow 10% when you're paying 20% APR on credit card debt.👉 Set aside an emergency fundLife happens and you never know when you'll need the cash. If these funds are tied up in the market, make sure they're in stable large-cap stocks, preferably with dividends to help you in your week financial conditions.👉 Determine risk amount you're willing to accept BEFORE starting to investYour appetite for risk directs your entire investing strategy, this is the factor that decides your investment plans.👉 Set the right goals for futureYour decision to saving up for a new car in 12 months or to retire in 30 years makes a huge difference in your investment strategy.👉 Understand the difference between growth stocks and value stocksThe process for evaluating both is very different, so before you take a step, learn about them carefully.👉 Try virtual money investment before investing with real moneyIf it's your first go-round, it's a smart idea to invest virtually before putting real money on the line. This way you can get a clear idea about the plan benefits and the involved risks❗️Satisfied with the information above? If not we can meet in person to discuss your investment plans before actually jumping into the pit.Connect with us at 📞 098258 68586 to schedule your appointment.
