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Wealth Creation Services

Wealth Creation Services

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Hi Friends, I am Rajendra Gawde Money Manager at Wealth Creation Services, It is more important to manage your money than to earn it. You should manage your money in such a way that it should beat the inflation and give extra income than the inflation, you should feel Financially worry free in any kind of situation that means you should have a Financial Freedom. At Wealth Creation Services we take you to the Financial Freedom step by step.
   
Financial Freedom means setting oneself free of financial worries and getting ready before time while fulfilling any financial and family commitments like children education, marriage, your retirement, buying a dream car or house, going for a world tour etc. One may have different dreams of such kind but if you don’t plan it will remain your dream only, so to make it happen you have to make an action plan. Just like any journey we have to plan a financial journey. While going to journey we plan the venue (where to go) then comes a time and means of conveyance (when to go and how to go) and then taking an action like booking a ticket, hotel, conveyance etc. In the same way in Financial Freedom Journey we have to follow a process where to go, when to go and how to go?
   In this process at Wealth Creation Services we set your financial goals and priorities first. Why priorities because it is not possible for everybody to start action to achieve all the goals at one go. Your commitment can be achieved only if you make it a goal. After setting your goals and priorities we do risk profiling. Risk profiling is nothing but finding out what type of plan will suit your risk appetite. Whether you will be moderate, conservative or aggressive while achieving your goals just like a batsman in cricket whether he is complacent or aggressive or mix of both.
   Then comes the asset allocation where we have to decide from time to time how much percentage of your investment goes to which asset class like Equity, Debt, Gold, Liquid, FMP, Real Estate etc. It is not possible that every asset class will work at a time hence we will have to watch for a right time for right asset class to perform as per your financial plan.
   Then comes the monitoring and rebalancing of your portfolio. It is possible that sometimes our decision will go in a right direction or sometimes it may go wrong. If it goes wrong will have to take corrective measures that’s why monitoring of your investment is most important so that we can rebalance the same.
   At Wealth Creation Services we adopt above process for your financial freedom journey if we follow this process in a discipline way it is but for sure to set you free from financial worries.
About
Hi Friends, I am Rajendra Gawde Money Manager at Wealth Creation Services, It is more important to manage your money than to earn it. You should manage your money in such a way that it should beat the inflation and give extra income than the inflation, you should feel Financially worry free in any kind of situation that means you should have a Financial Freedom. At Wealth Creation Services we take you to the Financial Freedom step by step....
Contact Us
Overview:
Wealth Creation Services
Address:
Financial Planner
Email:
gawde_rajendra@wealthcreationservices.in
Phone:
8108001590
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