Prism Wealth

Full podcast released on YouTube: https://lnkd.in/gV938Q5y #finance #insurance #wealthmanagement #financialfreedom #financialadvisor #wealthcreation #financialliteracy

The Emotional Side of Buying a Home: Is it Affecting Your Financial Decisions? In this podcast snippet, we explore how emotions can drive one of the biggest financial decisions—buying a house. While the numbers matter, the dream of homeownership often goes beyond just rupees and paise. 🌟 From the urgency of getting your dream home to the emotional pressure of "buying now," these feelings can cloud your financial judgment. 🔑 Ready to make an informed choice? Dive into the full podcast for expert insights on how to balance emotions and smart investing when it comes to real estate! #financialfreedom #finance #home #wealth #financialliteracy

Exciting News!  We're super excited to announce our first podcast with the incredible duo, Mr. Madhur and Dr. Bhavika, the founders of Prism Wealth, will be live on 8th September at 6 pm! In this episode, we dive deep into some deep-rooted financial habits that many of us have developed over time—and more importantly, how to move past them. We also explore the different stages of wealth and bust some common myths about insurance that might surprise you. Whether you're looking to improve your financial well-being or just curious about wealth management, this conversation has something for everyone. So, mark your calendars. The podcast drops on YouTube on 8th September at 6 pm. We can't wait for you to join us and hear your thoughts! #finance #wealthcreation #prismwealth #wealthmanagement #financialadvisor

Welcome to Day 9 of “101 Financial Advices that will change your Life”! In the world of investing, preparing a stable and consistent income is critical, especially as you work towards your financial objectives. The Systematic Withdrawal Plan, or SWP, is a strong instrument that may help you do this. SWP is a method that allows you to take a certain amount of money from your mutual fund assets on a regular basis—whether monthly, quarterly, or yearly. This method is especially useful for anyone trying to generate a consistent source of income, such as retirees or people looking to augment their normal income.  SWP is more than simply a withdrawal plan; it's a strategy that balances your financial demands with your long-term investing objectives. By using SWP, you may reap the benefits of consistent income, tax efficiency, and future growth while remaining involved in the market. It is time to put your money to work for you, not the other way around!  Reach out to Prism Wealth for a personalised consultation to know more about the SWP. Follow us for more valuable insights and tips!  . . . . . . . . .  {SWP, SystematicWithdrawalPlan, Steady Income, Wealth Management, Financial advice, Risk Management, Investment plans, Investment} #FinancialPlanning #SWP #SystematicWithdrawalPlan #InvestSmart #MutualFunds #FinancialAdvice #SteadyIncome #RetirementPlanning #WealthManagement #Prismwealth #investmentstrategies #investmenttips

Systematic Withdrawal Plans (SWPs) are a powerful tool for turning your investments into a steady income stream without compromising your long-term financial goals. By allowing you to withdraw a fixed amount at regular intervals, SWPs ensure that your wealth continues to grow while you enjoy consistent returns. Perfect for retirees or anyone seeking to balance their immediate cash flow needs with future financial security. With SWPs, you’re in control—no more worrying about market fluctuations or timing the market. Invest smartly, withdraw wisely! 💼💰 Wait for the next part to know more about how you can accumulate wealth from SWPs.  #SystematicWithdrawalPlan #FinancialPlanning #WealthManagement #SmartInvesting #investsmart #investmenttips #financialfreedom #financialadvisor #wealthcreation

We all understand the significance of financial independence and stability, but how many of us are actively working to increase our wealth?  Investing in mutual funds is an excellent place to start, especially if you're searching for low-risk investments that produce consistent returns. Here are three low-risk mutual fund options designed for women looking to take charge of their financial future:  Conservative Hybrid Fund: A mutual fund that invests largely in debt instruments (such as bonds) and a lesser amount in equities (stocks), providing low to moderate risk with consistent returns. Balanced Advantage Fund: A dynamic mutual fund that modifies its allocation between stocks and debt in response to market conditions, trying to balance risk and return for investors. Multi-Asset Allocation Fund: A diversified mutual fund that invests in a variety of asset classes, including stocks, debt, gold, and real estate, to lower risk and increase returns via diversification.  . . . . . . . . . {Financial Freedom, Mutual Funds, Smart Investments, Financial Goals, Financial Security, Women in Finance, Financial Independence}  #WomenInFinance #MutualFunds #SmartInvestments #FinancialIndependence #EmpowermentThroughInvestment #LowRiskHighReturns #InvestSmart #WomenWhoInvest #WealthBuildingForWomen #SecureFuture #FinancialGoals #WomenEmpowerment

Welcome to Day 7 of our “101 Financial Advices” series with Prism Wealth!  SIP is not just an investment; it's a part of my family, a testament to your belief in the power of compounding and the magic of time. Just like a child SIP (Systematic Investment Plan) requires love, patience, and a long-term vision. Start with a small, feeding it with a little money every month, just like you would feed a baby with the best nutrition.  Over time, your SIP will grow, slowly but steadily, maturing into a strong and healthy investment. Watching it grow day by day is like watching your child take their first steps, say their first words, and graduate with flying colors.  Reach out to Prism Wealth for a personalised consultation to know more about the SIP. Follow us for more valuable insights and tips!  . . . . . . . . .  {SIP, Financial Advice, Wealth Management, Financial Security, Investment Plan, Future Investements, SIP Options, Systematic Investment Plan, Risk Management}  #financialadvisor, #SIP, #Wealthmanagement, #Prismwealth, #Financialadvices

Welcome to Day 7 of our “101 Financial Advices” series with Prism Wealth!  SIP is not just an investment; it's a part of my family, a testament to your belief in the power of compounding and the magic of time. Just like a child SIP (Systematic Investment Plan) requires love, patience, and a long-term vision. Start with a small, feeding it with a little money every month, just like you would feed a baby with the best nutrition.  Over time, your SIP will grow, slowly but steadily, maturing into a strong and healthy investment. Watching it grow day by day is like watching your child take their first steps, say their first words, and graduate with flying colors.  Reach out to Prism Wealth for a personalised consultation to know more about the SIP. Follow us for more valuable insights and tips!  . . . . . . . . .  {SIP, Financial Advice, Wealth Management, Financial Security, Investment Plan, Future Investements, SIP Options, Systematic Investment Plan, Risk Management}  #financialadvisor, #SIP, #Wealthmanagement, #Prismwealth, #Financialadvices

Empowering women with financial literacy is essential for independence and security!  At Prism Wealth, we believe every woman should have the tools to manage her finances confidently. Here are three key steps to becoming financially independent 1.Start Budgeting: Track your income and expenses to understand where your money goes. Create a budget that aligns with your financial goals and stick to it. Budgeting is the foundation of financial health 2. Get Involved in Financial Discussions: Don’t shy away from conversations about money. Participate in family financial discussions, ask questions, and express your views. The more you engage, the more you learn 3. Educate Yourself Financially: Take the initiative to learn about personal finance. Read books, attend workshops, or follow reliable financial resources online. Knowledge is power, and it’s the key to making informed financial decisions At PrismWealth, we’re here to support you on your journey to financial independence. Reach out for a one-on-one consultation and take the first step towards financial empowerment. Follow for more financial tips and save this post so that you don’t forget about it! . . . . . . . . . . . . . . . . . {financial literacy, women empowerment, financial independence, budgeting tips, money management, financial education, women in finance, personal finance, financial discussions, money matters, financial knowledge, women investors, financial security, financial freedom, financial planning} #financialliteracy #womeninfinance #financialindependence #budgetingtips #financialeducation #womenempowerment

Welcome to Day 6 of our “101 Financial Advices” series with Prism Wealth! Protecting your home goes beyond just having insurance, it’s about proactive measures and knowing your options. In India, with the risks of earthquakes, cyclones, and other natural disasters, safeguarding your property is crucial. Many still hesitate to buy home insurance due to confusion over which policy suits them best. You can take steps to secure your home by implementing safety measures and understanding the various insurance options available. Don’t let uncertainty hold you back from securing your property against unforeseen events. Reach out to Prism Wealth for a personalised consultation to find the right home insurance for you. Follow us for more valuable insights and tips! . . . . . . . . . . . . . . . . . {home insurance, property protection, natural disaster safety, insurance advice, financial security, safety measures, home safety tips, disaster management, financial advisor, insurance options, property security, disaster preparedness, insurance coverage, home protection, risk management}  #homeisnurance #propertyprotection #safetytips #disastermanagement #financialadvisor #riskmanagement