Ethical Advisers -For Consistent Wealth Creation

*Sometimes, how I wish I was “WRONG”…!*

Many of you know of my “CAUTIOUS” stance in the Indian stock markets past many months given the sharp run up in 2024. *New investors were advised NOT TO ADD FRESH Lumpsum* amts, but to STAGGER them; given “deterorating geo-politics”. Many new clients agreed to stick to our recos of *creating a Balanced portfolio using equity PLUS tax free instruments giving immediate income* but several got tempted by quick returns and thought I was “old-school”, thus preferred Cowboy bankers vs our advice. *We lost a few new mandates…!*

THAT is the tough part being a Financial Advisor. We have to sometimes deviate from “client is ALWAYS RIGHT” tagline-and argue to get our conservative point of view across- FOR THEIR OWN GOOD. Even if it means risking the client walking away!
At Ethical Advisers, “CLIENT INTEREST ALWAYS COMES FIRST”! Come lets start a lifelong advisory relationship with a firm whose Values will NEVER be Compromised!

Hope our mature advice thanks to our 32 year old experience in global financial markets resonates positively with you!

www.ethicaladvisers.in
ethicaladvisers.smallcase.com

Whatsapp :- @9920034991

Ethical Advisers | For consistent wealth creation SEBI Registration Number: INA000007818 Ethical Advisers is the brain child of Dick Hosy Mody, a 30 years plus veteran in the Indian equity markets. Dick has a solid educational background,having held All India Merit Ranks in India Chartered Accountancy Exams,& is a qualified Company Secretary).Over....

Contact us @9920034991 or [email protected] for more details

*www.ethicaladvisers.in*
*www.starhealth.in*

https://www.jagranjosh.com/general-knowledge/history-and-significance-of-dhanteras-in-hindu-culture-1730100026-1

Worth a read guys ...

*Happy Dhanteras = May you be blessed with good health, more than wealth!!*

_From : Team Ethical Advisers_

History and Significance of Dhanteras in Hindu Culture Dhanteras, marking Diwali’s start, is a celebration of wealth and health, involving Lakshmi puja, home decor, and auspicious gold and silver purchases.

*Some light humour in falling markets!*

Shares of poor quality companies RISE sharply as speculators ramp them up ,but they also CRASH DOWN painfully and destroy wealth of unsuspecting investors.

Trust our 32 years' share market experience and wisdom for SENSIBLE Wealth Creation

Whatsapp @99200 34991 to Ethical Advisers today for a balanced mature investment advice

www.ethicaladvisers.in
ethicaladvisers.smallcase.com

Praying for the safety and well being of all friends in Florida

Stay well guys

Was a pleasure conducting a Financial Planning session this week at the Godrej Industries People's Experience Centre Vikhroli

A big thanks to Team Godrej from Ethical Advisers for the opportunity

Loved the interaction !

*BREAKING NEWS*

New upcoming SEBI rules for those who wish to trade in stocks

1. PAN Card
2. Latest ECG
3. BP readings of last 10 days
4. Sugar before market
5. Sugar after market
6. Medical Fitness Certificate.
7. Life Insurance Policy
8. NOC from family 👪

NB : In such market conditions, only Humour keeps you sane!!

May Gandhiji's path of Ahimsa guide us all

www.ethicaladvisers.in
ethicaladvisers.smallcase.com