ThinkingWealth.

Our favourite quotes from Eamonn Maguire - "Let the benefits of capitalism play it's part.", "Investing in equities is a bet on humanity and humanity is the power of innovation, the power of making things better." #innovation #equities #equity #capitalism #humanity #investing #compounding Arvind Krishnan Suchita C Pendap

Retirement is more than just an end to your working years—it's the beginning of a new chapter filled with possibilities. Suchita C Pendap, our Head of Finance and Investment research says, start by asking yourself: What do I want my retirement to look like? Whether it's spending time with loved ones, diving into #hobbies, or giving back to your #community, having a clear vision can guide your #financialdecisions today. Eamonn Maguire Arvind Krishnan #retirement #savings #investment #pension #planning #retirementplanning

Our wise man Eamonn Maguire on what makes an enjoyable retirement. #retirement #savings #investing #portfolio #enjoyable #good #financialadvice #thinkingwealth Suchita C Pendap Arvind Krishnan #recordingday

Here is our Head of Finance and investment research, Suchita C Pendap Pendap, talking about what actions help in retirement planning looking at the rising life expectancy. Follow us for more content on savings and?#investments #life?#retirement?#retirementplanning?#goals?#savings?#thinkingwealth

Health insurance plays a critical role in retirement planning. As individuals age, healthcare needs typically increase, and the costs associated with medical care can become a significant financial burden. Arvind Krishnan, our #founder gives his #perspective on why everyone should consider #Health insurance for #retirementplanning. He was joined by Eamonn Maguire and Suchita C Pendap #retirement #savings #financialburden #medicalinsurance #healthinsurance

Today was the recording day at ThinkingWealth. and the topic of discussion was #Retirement. Here is a snippet where our Chief Investment Officer Eamonn Maguire shares his wisdom on why one should start retirement planning early. He was joined by Arvind Krishnan, Founder and Suchita C Pendap, Head of Finance & Research. Stay tuned to listen to different perspectives. #thinkingwealth #CIO #finance #founder #investing #retirementplanning #planning #pensions #savings

Building a unified Omni channel wealth platform aimed at single financial relationship. In the past, top-tier wealth management services were reserved for High Net Worth Individuals (HNI), heavily dependent on personal relationships. But why should elite financial guidance be confined to the few? ThinkingWealth – a unified omni-channel wealth platform designed to expand these exceptional services to the Mass and Mass Affluent segment. Now, you can enjoy a seamless, single financial relationship that brings all your wealth management needs together on one engaging platform. ?? Holistic wealth solutions ?? Seamless financial relationships ?? Accessible elite services for everyone #wealth #wealthmanagement #omnichannel #platform #financialguidance #thinkingwealth #relationships #wealthsolutions Arvind Krishnan Eamonn Maguire Suchita C Pendap

Stay the course, and over time, you’ll find that the simple principles of wealth building can lead to profound financial success. #success #wealth #financialsuccess #wealthbuilding #thinkingwealth Arvind Krishnan Eamonn Maguire Suchita C Pendap

How well do you understand your clients' #financialgoals and #risktolerance before constructing their #portfolios? In what ways do you incorporate #diversification to manage #risk without compromising potential #returns? How do you ensure that your #investment strategies are aligned with each client's unique #needs and #objectives? What measures do you take to regularly monitor and #rebalance portfolios to keep them aligned with #clients' goals? How do you #communicate the importance of a portfolio mindset to your clients, and what #educational resources do you provide to help them understand this #strategy? Arvind Krishnan Eamonn Maguire Suchita C Pendap

As an IFA or investment adviser, what's your take on this? How do you go about constructing your client's portfolios? Leave a comment. #comment #financialadviser #investment #portfolio #client #adviser #ThinkingWealth #IFA #advisor #wealthtech