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GSB Community Session
Indian Wisdom on Money
2
S
2
Current Challenges
3
01
IMPULSIVE BUYING
Spending without a plan or real need
02
LIFESTYLE INFLATION
Expenses rising as fast as income
03
NO EMERGENCY FUND
No cushion for life's surprises
04
CONFUSED INVESTING
Investing without a clear strategy
05
EMI TRAP
Low monthly cost, high total price
06
CHASING QUICK MONEY
Shortcuts over slow, steady growth
Financial Indiscipline
4
Easy Access-1
Easy Access-2
There is no free lunch.
There is no free EMI.
6
12
Status
“Expenditure
rises to meet
income and tends to
surpass it"
Black Swan
8
Self Expert
9
Sthithaprajna
The two emotions that empty
portfolios — the exact opposite of
what wise, disciplined investing
requires.
Learning Principles(4W & 1H)
Sampadyam Financial Services 18
Achieving Goals
12
Sampadyam Financial Services 18
Insurance
13
Asset Allocation
10
14
Age & Asset Allocation
10
15
16
The Hidden Component
S
Sampadyam Financial Services 16
Return on Assets
17
“Today is the Best TIME "
18
S
Action Points
19
S
Closing Thoughts
20
Closing Thoughts
21
Jagadeesh Pai
9447069616
Start investing today..
Thank You