Wealth Forum TV’s “Goal based plan saves the day” by Mr. Nilesh Bajaj

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A good financial plan specifically tailored to your needs includes being in control of your financial situation and solving your financial problem. Financial planning helps you manage your financial well-being.

Know the importance of sound financial planning straight from Nilesh Bajaj himself who shares valuable insights on Wealth Forum TV Series “Value of good advise”.

He is a Certified Financial Planner (CFP) and has a number of achievements to his credit. He was awarded by CNBC TV18 as  Best Financial Advisor in the year 2016. Wealth Forum. His other accomplishments include Wealth Forum Advisor of the Year Business growth West award in the years 2013 and 2014.



Key takeaways from the show on WealthForumTV:

  1. Don't invest or re-invest all your profits into your business; have something to fall back on during those business bumps.
  2. Even a small SIP regularly invested in a disciplined manner can prove to be useful in a time of need.
  3. Even within a goal based plan, be aware that money invested can be used for another use if needed.
  4. More than the importance of a particular goal being achieved, a goal based plan inculcates discipline which can prove useful in a later time.
Wondering how to go about your life,savings,health and retirement goals? Don’t worry whatever your needs are, we have a plan for you! Good advice is a part of Cedrus’ DNA and we focus on putting our clients first. We seek to provide a more holistic approach to your hard earned money. We offer services in wealth management, estate planning, tax planning, risk management,  national pension system and investment planning. Reach out to us and we will show you the right path of investment.

We at CEDRUS WEALTH PARTNERS anticipate, understand and proactively solve your financial and investment planning problems by helping you in wealth creation, risk management and tax efficiency.

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