Happy to inform about launching an *Open Ended NFO - ICICI Pru India Opportunity Fund* aiming to make the most out of *Special Situations* with mainly *Bottom-Up* approach through picking *High Active Shares*
Special Situations can be 👇🏻 ▪ due to *Corporate Restructuring* ( Company & Industry specific )
▪ due to *Changes in Economic scenario*
▪ due to *Government / Regulatory Roadblocks*
▪due to *Global Events / Uncertainties*
NFO Period: *26 Dec, 18 -- 9 Jan, 19*
Call now, (+91) 94740 86995 for your personal financial planner.
#financialadvisor#financialadvisory#financialadvisortips#wealthmanagement#wealthadvisor#wealthcoach#wealmag#creativestudio ( Mutual fund investments are subject to market risks, read all scheme related documents carefully. )
"Outside of the office, I keep as busy as possible. Back in August I adopted a rescue puppy from Bosnia" - Meet Mia and her dog Casper! 🐶 Mia is a vice president in Lazard London’s Financial Advisory business.
5 485 days ago
[4 Financial Tips that every 20s should know earlier. PART 1]
If you have just hit your 20s, congratulations you have just completed your first part of your life. However, Financial planning never stops. Here are 4 TIPS to help you kick start your financial path in the next 20 years. 💯
1. Build up an annuity so you keep getting basic regular income in the event. You do not need to take off from work in the future.
2. Keep money aside (if extra) 💰 for commitments such as school fees and or a more comfortable retirement; we all know for a fact even after suffering a critical illness longevity of life is still an issue; people are living longer even after suffering a critical illness; or would you prefer being a burden on your the children?
3. If investing in a property, do not leverage the property as the liability may be too big to recover from in the event of another mishap and use the rental income to create an annuity. 🏘
4. Update insurance policies for other members of the family as if anything did happen to them; the breadwinner who already suffered a critical illness may not physically be able to handle the multiple responsibilities.
If you are a client reading this:
Speak to your financial advisor today and read up to self educate;
If you are a financial advisor reading this: Please share this to your CLIENTS and COMMENT BELOW what should be in PART 2? 😊 #Insurance#InsuranceAgent#InsuranceBroker#insuranceagency#FinancialAdvisor#FinancialAdvisors#financialadvisory#financialadvisorcoaching#financialadvisorcoach#financialadvisortip#MDRT#mdrt2018#mentor#lifeinsurance#insurancelife#entrepreneur#motivation#PHPAgencyInc#PHPAgency#phpagency#jciagency
🎉Congratulations Ho Zhao Kiat for being a first-time qualifier for the Great Eastern Life Achievers Club (GELAC). 🎉👏🏼👏🏼👍🏼Zhao Kiat mentioned that he is honoured and is really looking forward to this exciting opportunity!
With this goal in mind since the start of the year, Zhao Kiat told us how he was constantly reminded how hard he had to work to achieve it. He said he had to continuously remind himself that his “appointment rate must go up!” He told us that although it was a struggle and at some points he had sleepless nights, he always kept in mind his sources of motivation: The continual support from colleagues and drive by his seniors telling him that he can qualify for GELAC this year.
After a year of tremendous hard work, Zhao Kiat and fellow GELAC qualifiers have proven that if you set your mind on something and work towards it, it will definitely pay of! Zhao Kiat thanked, from the bottom of his heart, his clients who entrusted him with their financial portfolio and hoped for many more years of friendship with them. Congratulations once again to all the GELAC qualifiers!💪🏼💪🏼💪🏼
🎉Congratulations to Yeen Shong, first-time qualifier for the Great Eastern Life Achievers Club (GELAC). 🎉👏🏼👍🏼👍🏼We approached Yeen Shong to ask him how he felt and he revealed his sense of accomplishment that all the hard work he has put forth this past year has begun to pay off. Yeen Shong like many of our other financial advisors started off his career here at Advisor’s Clique after serving NS. Despite having thoughts that he wouldn’t make it this far, he has learned many things and met different people and the setbacks he faced only made him grow and kept him moving forward. He mentioned how he feels there is always room for improvement and growth and that he is always learning new things and getting better every day.
He told us a story of how his client fell ill once and had stay just a day at the hospital with a minor surgery done and yet, the bill amounted to $26k. When he helped the client claim the medical bill, was the moment he realized the importance of his job and potential help he could give his clients.
Yeen Shong and the rest who have qualified for GELAC are really looking forward to this opportunity, and are thrilled to be in the presence of other like-minded individuals and leaders! Let us wish them a great retreat and an even more fruitful year ahead!!💪🏼💪🏼🎉🎉
1 265:32 AM Dec 11, 2018
🎉Congratulations to Annabel Yeo, first time Qualifier for the Great Eastern Life Achievers Club (GELAC).🎉👍🏼👏🏼👏🏼 In light of her achievement, we decided to interview her and her fellow first-time GELAC qualifiers! Annabel has been working with us, Advisors’ Clique, for slightly more than a year and during the interview, she reflected on how awards and titles like these, are always a bonus to look forward to and pace oneself to see what comes at the end.
When asked what she remembered about this year of hard work, she narrated how she fulfilled a death claim for a client. Although, she only knew the client for a short period, she mentioned how in this field you connect with people and get to know them and their family on a personal level. Helping the family of the deceased make a death claim was then a consoling factor to her as she knew she did help them one way or another. Apart from the strong bonds forged with her clients, Annabel also mentioned how her family, especially Grandma, and her bosses play a big motivational factor in her work life.
Annabel also mentioned that apart from being honoured to qualify for GELAC, she is also looking forward to wrap-up an amazing year and celebrate the hard work she and her colleagues have all achieved.💪🏼🔥🎉🎉 #firsttimeGELACqualifier#advisorsclique#proudmoment#patricklohdirectorgroup#financialadvisory