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Personal finance session control the controllable

Personal Finance Session: “Control the Controllable”

by Holistic Leave a Comment | Filed Under: Financial Planning

Listen to this article



“The More We Value Things Outside Our Control, The Less Control We Have.”
—Epictetus

Nothing suits a stock market investor better than this quote.

Every time a retail investor tries to find a way to become a successful investor, they are lured into the black hole of the world economics.

The microeconomics, macroeconomics, GDP, growth rate, inflation etc. gives investors a sense of control. It is because they are easily quantifiable.

You just have to collect the right data, assess it, do the math and voila! You will find the secret formula to get the best returns.

Unfortunately, it is a fantasy believed only by the naïve amateur investors.

Why is this only a fantasy, a myth?

The economy, on any level, is not a true representative of the stock market. More often than not, there is a distinct difference between the economy and the market.

But this raises two important questions.

What drives the stock market?

And how can an investor earn an optimal return?

Deriving from the quote of Epictetus, the only rational strategy to become a successful investor is to “Control the Controllable”

Control The Controllable: Webinar Session 1

In a webinar hosted by Holistic Investment Planners, Chirag Patel, dissects the basics of investing and presents insights from raw facts.

What drives the market?

How can an investor earn optimal returns?

What is the pendulum of investor sentiment?

What are the things an investor can control?

And more importantly,

How can an investor do it for optimal alpha creation in their portfolio?

Chirag Patel is a Product Development & Strategies insider from one of the largest and reputed AMCs in India.

He answers all such questions and much more with examples from real-world events.

Watch the Part-1 of his insightful presentation on “Control the Controllable” to become a successful investor below.

Control The Controllable-Webinar Session 2

Idiosyncrasy.

It is one of the toughest things to follow for an investor.

In fact, it is one of the toughest things to follow for anyone. Nobody wants to look like an idiot in front of the crowd.

But in the video above, we have seen the evidence that the crowd—in the stock market—acts irrational almost all the time.

As an investor, what would you do?

Would you rather follow the irrational crowd to feel better?

Or follow one simple fact to win as an investor?

“Facts Don’t Care About Your Feelings”

At the same time, following the facts is not easy or pleasant. Not everyone can do it. And only a handful of investors have done it to become successful investors.

It is because there is something deep-rooted everyone else is missing.

So why is idiosyncrasy hard to follow?

What are the majority of investors missing to overcome this barrier?

Unless you understand the insights presented in the video below, you may forever be a subpar investor. You may forever be lost among the irrational crowd.

Watch the Part-2 of Control the Controllable below to understand the fundamental source of every successful investor ever lived.


Control The Controllable-Webinar Session 3

Having a conviction, understanding the time tested investment strategy to generate wealth in a volatile market is essential.

But you can’t always refrain from taking action. There are time where you have to jump into action and make sure you are on track of your investment plan.

Situations like these can be tricky. It is because while taking an action, it will test the resolve of your conviction in your investments.

It makes an investor vulnerable to make mistakes. Meanwhile, the volatile stock market will only make it worse.

So how can you navigate safely during those situations and take the right investment decision?

It may be with choosing a new mutual fund scheme. It may be rebalancing your asset allocation, or any other decision making situation to maintain an optimal portfolio.

In this Part3 of the Control the Controllable webinar session below, Chirag Patel shares useful guidelines.

How to choose the mutual fund schemes?

How to approach portfolio asset allocation?

And more importantly,

“Simplicity is The Ultimate Sophistication” —Leonardo Da Vinci

What does that mean for an investor?

Discover your answers in the video below:


If you have any comments or questions, write them in the comment box below.

Or are you interested in creating a Comprehensive Financial Plan for your financial goals?

Skip the queue by registering for your 30 Minute FREE Financial Plan Consultation. Click the ‘‘BOOK YOUR SLOT NOW!’’ button below. 

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Jey S
24. September, 2021.
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aksaswadkar
aksaswadkar
24. September, 2021.
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Lionel Faber
Lionel Faber
16. September, 2021.
I've been availing their services for the past year. They are highly knowledgeable in the field and are very patient with all doubts and queries. Personalized financial planning is provided keeping your short term, medium term and long term goals in mind. They do not pressurize you to purchase schemes of their choice. They provide their input and suggestions and leave the decision up to you which shows their honesty and high principle.
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Sridhar
8. September, 2021.
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Nitesh Agrawal
Nitesh Agrawal
6. September, 2021.
I have been using Holistic Investment Planners from last one year. The journey has been fantastic. Being a finance person myself I always thought we can look after and plan own finances also. However, due to lack of time and deciplain the things are not always as desired. After joining with Holistic Investment for the first time Icame to know the Financial goals and quantified them. Some dreams were unrealistic based on the earnings and savings so had a reality check. Also got the information and deciplain of investing on regular and more rewarding securities. I definetly suggest to use Holistic Investment Planners. They are professionals, available and hear youor full story before presenting plans. They are flexile in the sense if there are some urgent deviations required, they help to plan the same. For all professionals/individuals I would suggest using professional help of Holistic Investment Planners for best results in long term investment and financial goals achivements. Last advise will be to start early in your life. It really pays well to start in the beginning itself else the dreams needs to adjust :)
Swetha Vasanth
Swetha Vasanth
6. September, 2021.
This is my first year service with the Holistic Team and I would say that they are very much helpful in creating a financial plan and follow ups during the year. I would definitely suggest them if anyone who is willing to proceed with their savings professionally.
Joseph Mathias
Joseph Mathias
6. September, 2021.
I came to know about Holistic Investment Planners online while searching for different investment ideas. Once I contacted them the journey was very smooth. Mr. Ramalingam explained all the aspects of Financial planning in detail and it opened my mind. I realized how important it is to have a Financial planning. Mr. Rajan suggested all the requirements as per my goals and made a Investment plan keeping in mind of my goals. I started my Investment journey with them. I wish I had done it some years back then it would have been in a different level. Review meetings were held every six month to check the implementation of the plan and check the results as per the requirements and to check if any changes required. Overall it was a good experience with Holistic Investment team and would like to continue in the years to come.
Srinvas Kannan
Srinvas Kannan
30. July, 2021.
I came across Holistic investment planners almost 5-6 years back, but I did not have the trust since I had met a few of them who did not sound promising. Then I started investing through a financial advisor of my friend. After 4 years of investing the returns were very low. I was disappointed and started looking for financial advisors when I came across Holistic investment. I had a detailed discussion about my goals and the way they would approach achieving my goal before deciding to switch my investments to them. After a thorough analysis of my then existing portfolios, they suggested new ones and we zeroed-in on 6 schemes/funds where our investment would be split. I am glad I made the decision of switching over and taking Holistic planner's advise, my returns are handsome and I only wish I could have taken their help/advise 5 years back itself. Neverthless, I would like to recommend their services for investment and financial advise if someone is serious about their investments.
Shivaram Andiappan Selvaraj
Shivaram Andiappan Selvaraj
3. July, 2021.
I got a free first time consultation. I got my doubts resolved. They also gave additional advises for investment planning which was also useful.
Nellai B
Nellai B
26. June, 2021.
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