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Prevented mistakes thrice to create client's wealthDatta Kanabargi, Belgaum

Key Take-Aways
  • Do you invest for tax saving? Do you invest for creating wealth? Understanding the purpose helps you to make investment choices.

  • Purpose of insurance is different and so be clear about why you are buying insurance related products.

  • Do not immediately withdraw when markets fall. Being patient and holding on to investment can yield results over the long term.

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