Smart, disciplined, and regular investments in a portfolio of diverse holdings can yield good, long-term returns. The sooner you begin, the more time your investments will get to grow. Many people have found success in managing their own money but before putting your own money at risk, become a student in the art of investing. If you were looking for a financial advisor, would you hire yourself based on your current level of knowledge?
There’s no doubt that the internet has given retail investors the tools they need to manage their own money, but what about the knowledge and experience to use the tools effectively? For an investor who wants to manage their own money, what types of fundamental expertise should they have? Don’t you need a piece of expert advice to manage your finances?
Let us introduce you to such a firm that pioneered the ‘bionic’ investing model with the belief that technology should not replace people but empower them. The mastermind behind this exceptional model Rahul, thus came up with RB INVESTMART, a registered consulting firm designed to provide consultation and advice. They have helped create programs and portfolios to meet long-term financial goals. They operate with high professional standards and believe in building professional standards with clients based on respect and long-term commitments. In addition, they believe in providing independent and unbiased advice based on our extensive experience in the financial field with secured and quick transactions that takes less than 5 minutes. It includes a simple process with two paged documents on a secured mobile app that can help you track your portfolio.
The company has a branch in Patna and has recently opened a branch in Greater Noida. While talking to the owner, he said his goal is to spread awareness about investing in every part of India where people’s financial literacy is negligible. He also said, “All of us have some dreams in life- whether buying a new house, starting a new business, etc. All these can be termed as financial goals, along with emotions. Therefore, it becomes a vital ingredient to effectively plan all the above.
Your Wealth doctor – Making smart investments.
A 27-year-old boy who rules the heart of investors by teaching the people of Bihar how to invest their money correctly and get good returns. In India, subjects such as money, investing, and personal finance are not taught in school. So, it is up to individual investors to put their time and effort into learning financial skills. At just the age of 24, Rahul opened his own company RB INVESTMART, in 2018 and gave it a tagline, ‘your wealth doctor.’ He aimed to provide a carefully developed funnelling method to create an effective financial plan for the future and make people aware of financial products and how to invest their money in the right place to achieve the desired goals. Combining the learnings from the analysis, he prepared a completely personalized step-by-step financial plan that will form a bridge between your current financial plan position and your dream financial destination.
People in India don’t have an idea of how to invest their hard-earned money effectively and efficiently. This behaviour attracts many fraud investors, increasing money laundering scams in various regions of Bihar. It has also been observed that most people in Bihar deposited their money in saving or fixed deposits and could not even beat inflation. In such severe situations, people started taking loans to meet their personal needs, which is a significant debt issue. Rahul reached out to many citizens from all walks of life and created awareness about savings and investments. He guides people about various policies and schemes and educates them to understand the benefit of savings, investments, and capital formation or accumulation.
In the last three years, he became a wealth doctor for more than 2000 houses in Bihar and guided them to manage their money correctly so that families could fulfill their dreams without taking huge loans. Rahul himself took various financial-related courses at a very young age. He also started several courses and internship programs as a part of an awareness campaign to educate the young generation about investing and early investing. Rahul firmly believes that the human touch and the dedicated support of an investment manager are critical in enabling people to achieve long-term financial goals and promote financial literacy. Therefore, he focuses primarily on youngsters and conducts seminars at schools and colleges to motivate students and teachers about the basics of investing. This will help them learn about investments at an early age so they can fulfill their dreams independently in the upcoming years without struggling with loans.
Conclusion- What do you need to keep in mind?
Financial awareness, therefore, becomes a vital ingredient to effectively plan your future. Knowing your requirements early in life leads to better financial planning and helps you determine your short- and long-term goals. Financial education is getting increasingly important not only for a businessman or an investor but also for a salaried employee who is trying to decide how to balance his budget, fund his child’s education or ensure an income when the parents retire. It should be customized to meet one’s needs at different stages of life, and it is essential to have a balanced mix of instruments to address the various needs of protection, savings, and wealth creation.
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