All of you know that we have five P’s of Pentagraph . One of the P’s is “Peace” . Being into investment and advisory services , we are addressing the “financial peace” here.
Investors should aim at having financial peace , which will come only when they follow the simple investment process , product , plan and ignore the rest .
However , manufacture of financial products , wealth management firms ,investment advisors and not to forget … the most important ….financial media are making the investor’s life more complicated and worse .
The investors are approached by different advisors from different institutions talking about different product , plan , strategy , benefits etc on almost on a daily basis . Due to smartphone & internet , it is even easier to flood the information .
It says that you should either convince or confuse the client to make a deal . Convincing is little difficult and time consuming process and hence confused the investors with jargons , high fundas , complicated calculations.
In this process, it is natural to lose the financial peace and keep searching for the best plan , product and strategy . Some of them are busy in making quick returns , gaining more information , trying to manage the portfolio actively , getting into fear of loosing opportunity.
All of the above will lead to more stress , more wastage of time and energy resulting into loss of peace at both personal and family end .
We, at Pentagraph , suggest to follow simple steps to lead peaceful financial life .
You just need to be regular & disciplined investor .
Warren Buffet has nicely put into words .
“We don’t have to be smarter than the rest. We have to be more disciplined than the rest.