Markets are low. What’s our opportunity? with Vivek Satam

Market corrections can be Uncomfortable.

But for a long-term investor, they can also be a good time to pause, review and make informed decisions.

In this 15-minute review, we will look at your financial position and discuss three things:

1. REVIEW

Understand where you stand.

• Your important financial goals
• Target corpus & timeline
• Current investments and SIPs
• Whether your portfolio is aligned with your goals

2. ADD

Buy low & hold for the long term.

When markets are lower, the same investment amount can potentially buy more units.

We can discuss whether it makes sense for you to:

• Continue your SIPs
• Increase your SIPs
• Add a lump sum, if appropriate

3. REALIGN

Make sure your money is working towards your goals.

We will also look at whether some existing investments or low-return assets need to be reviewed and whether your asset allocation is still appropriate.

We will also briefly review your financial protection — Life Insurance, Health Insurance and Critical Illness Cover — because protecting your goals is as important as investing for them.

The objective is simple:

Review where you are.

Identify opportunities.

Realign where required.

This is not about predicting the market or making decisions based on short-term movements.

It is about using the current market environment to make sure your long-term financial plan remains on track.

Just 15 minutes.

Come with your questions, concerns or opportunities you have been thinking about.

Let's review your position and decide what, if anything, needs to be done.