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WE LISTEN
Discovery Stage
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WE PLAN
Enriching Financial Lives
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WE BUILD
Wealth Creation
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PRIORITY STAGE

FIRST STAGE  (Age 1-25 years)

  • Strive towards a simple lifestyle
  • Don’t run behind comfort (Needs vs Wants)
  • Acquire diverse knowledge including how to create and utilize wealth.

SECOND STAGE (Age 25-50 years)

  • Create wealth , enjoy it and save it for future responsibilities and dreams.
  • Focus on spending more towards personal growth than materialistic expenses.
  • Responsibilities towards Spouse, Kids and Parents to be fulfilled.

THIRD STAGE (Age 51-75 years)

  • Focus on the things you really love to do and live with a purpose.
  • Pass on your wealth and more importantly wisdom to the next generation
  • Remain active and try to widen your spending towards society.

LAST STAGE (Age 75-100 years)

  • Share Love and wisdom to all around you and avoid giving expensive gifts to seek attention.
  • Don’t feel insecure about money. Focus should be on one’s peace of mind.