1. What is the Purpose of Investing?
Investing lets you create & preserve Wealth.
“The ability to do what you want, when you want, with who you want, for as long as you want, is priceless. It is the highest dividend money (Wealth) pays,”
– Morgan Housel
2. How to create & preserve Wealth?
Businesses are valuable assets that allow owners to retain most of the value created by their net investments.
Owning businesses is the ultimate wealth strategy.
“Wealth is having assets that earn while you sleep” – Naval Ravikant
Why so?
“How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case.”
– Robert G. Allen
3. How to become a business owner?
→ Directly, by becoming an entrepreneur; OR
→ Indirectly, by becoming an Investor and outsourcing the management to able professionals.
An opportunity to own any business from anywhere.
4. How to approach equity investing?
Think of the Stock Market as a way to invest in businesses rather, not as a gambler’s den.
The higher the Investment, the rate of return and the longer the time it remains invested, the higher the Positive Wealth Effect.
Do-it-yourself (DIY), without the required skill set and time, is more likely to create a negative Wealth effect in the long run.
5. What is a Portfolio Management Services (PMS)?
It is one of the ways to outsource your equity investments to professionals.
PMS is a SEBI-licensed professional offering that aims to to outperform broader market with the desired level of risk.
Like Mutual Funds, PMS is managed by an Investment Manager.
6. What are the value additions that an Investment Manager makes?
An Investment Manager is a specialized investment professional who:
- Has a deep understanding of the investment objectives and the underlying risks.
- Makes informed decisions based on comprehensive research, data analysis, and risk management.