Here’s the best promise you can make, ever!

February 8 was celebrated the world over as Promise Day. This time around, make a promise to focus on keeping your first love, your family, the priority when it comes to planning your investment journey.


Making promises come with the responsibility of fulfilling them. On Promise Day, promise to keep yourself and your loved ones secure, and be responsible enough to take the right steps towards ensuring their security (read: financial wellness):

Starting young is the key to success

Setting a budget, creating financial goals, and starting to save for retirement and other milestones can set you up for financial security later in life. It's better to start investing early on in life to have a secure future.

Financial goals must entail family

Set clear financial goals for yourself and your family’s needs. It is essential to make asset allocations and financial decisions based on the goals and needs of the family as a whole. This way, you will save yourself from any unforeseen crisis.

Discipline in financial behaviour

Once you get clarity on your goals, be disciplined in your approach. Erratic withdrawal, erratic investment, and instant gratification are all ingredients of disaster. A disciplined approach to your financial journey is the best way to maintain a good financial health.

Make the right choice at the right time

Your investing journey starts with a plan and a time frame; when you know how long you're investing for, what you hope to gain, and most importantly, when you want to gain, you can put the structure in place to achieve it. Remember, successful investment is a journey, and not a one-time event.

Be wise in selecting the right investment plan

With the insurance industry flooded with various investment plans, be wise enough to identify the right-fit plan for yourself, keeping in mind your and your family’s needs. The decision to pick the plan entirely depends on the kind of portfolio you want to build for yourself.



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