📈 “Unleashing the Time-Tested Secrets”
Amid vibrant discussions about surging equity markets, the resonating impact of ‘Recency Bias’ has come to the forefront.
An excellent bull run post-COVID has lured new and old investors with unreasonable expectations of quick and easy returns. However, the historical trajectory of the NIFTY 50 TRI paints a different picture. 💹
📊 Here’s the takeaway: “The longer you invest, the lower are the chances of negative returns – as shown by Nifty 50 TRI.”
As we navigate the market dynamics, avoiding the temptation of quick gains is crucial for dodging avoidable and unnecessary risks that come with short-term volatility.
A longer investment horizon significantly reduces the odds of negative returns.
The clear message is to evaluate your risk profile and adopt a prudent asset allocation strategy in coherence with your financial goals to invest in equities. 💸
Set realistic expectations for a rewarding investment journey and actively participate in India’s growth story.
Let’s embrace a mindset valuing long-term stability over short-term fluctuations.
Cheers to well-informed decisions, sustained growth, and being part of India’s ongoing success! 🇮🇳
Vikas Sharma, CFP®, is a first-generation purpose-driven entrepreneur with over 19 years of experience in financial services, personal finance, and the advisory space. He is a Certified Financial Planner, an IIM Calcutta Executive Alumni, and holds an MBA in Finance and a Postgraduate qualification in Financial Planning.
Currently, Vikas is the Co-Founder & CEO of The Logical Advisor (TLA Academy Pvt. Ltd.) and Goalchi Capital Solutions LLP, where he integrates life, purpose, values, and money to create meaningful financial journeys.
He has worked with a leading Asset Management Company, mentored 1,500+ IFAs and Relationship Managers across India, and educated 10,000+ investors through Financial Wellness programs. His work has consistently focused on reshaping advisor and investor behaviour to enable sustainable success.
Vikas also coaches and mentors financial advisors nationwide, helping them build purposeful and successful careers.
