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Unnathi Management Consultant

Unnathi Management Consultant


 

As a Certified Financial Planner from the Chartered Insurance Institute, UK, my mandate is to act in your best interest.
An individual’s goals and requirements keep evolving over time. It is imperative that you understand whether your current investment plan and asset allocation are attuned towards your short-term and long-term goals. We shall work together to understand the current trajectory of your investment journey, and then consider changes only if required.  
For this Financial Planning exercise, we shall also be considering the impact of currency depreciation and inflation.
Some of the common asset classes are Real estate, Cash, Gold, Bonds and Equity. How your capital is allocated between these asset classes will determine the rate and quantum of your wealth creation. Utmost priority will be given to capital preservation and wealth creation. This will ensure that your hard-earned money is always safe and secure.
As we embark on this journey of financial self-discovery, you will understand whether your current asset allocation is optimum, and how it could be tweaked to meet your goals more easily.

 

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  • Financial Planning and Asset Allocation

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    An Asset is a resource that has an economic value. The major asset types are Cash, Fixed Income, Gold, Real Estate and Equity. Some assets help in ...

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  • Financial Planning Free Discovery Call

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      Let us meet - For your Healthy Financial Future To grow my wealth, would investing in real estate be better or investment in equity be better. Ho...

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