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The World of INVESTMENT ADVISORY
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| Mumbai , December , 2018VOL. 3 ISSUE 12 PAGES 8
A Monthly Publica�on from NAIK WEALTH Planners Private Limited www.naikwealth.in
Editorial
Financial Lesson 1
Mandatory Link your Aadhaar to your Mutual Fund Por�olio
Things to check before you buy Health Insurance
Financial Lesson 2
Financial Lesson 3
Financial Lesson 4, 5 , 6 & 7
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4
5
7
8
6
3
Unlock the Best 7 Ultimate Wealth Acceleration Tools
given by Lord Ram(In this Edition)
02
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EDITOR’S NOTE
NIKHIL NAIKEditor
Dear Investors, History teaches if we are willing to learn.
Ever wondered Ever wondered why the two great epics of India—the Ramayana and the Mahabharata—con�nue to hold the subcon�nent under their sway even centuries a�er they were wri�en? The answer lies in the �meless wisdom the two contain which is as useful for people today.
We have o�en heard our grandmothers doing a Ramayan Paath. This Hindu epic has given us number of lessons that we mustn't forget. These lessons help us be�er ourselves and emerge as refined and reformed human beings with each passing day.
While there are many things you can learn from Ramayana, these 7 are the most important lessons of all. If you can incorporate these in your life, it will be more peaceful, happier & wealthy. Ramayana is filled with such lessons that will help you find the right path of Dharma and Karma, Artha. I hope these 7 lessons will change how you look at life & Your Wealth right now.
I personally believe that there are lot of things today's 21st century investors can learn from these wise pieces of literature and from characters of Ramayana like Rama, Ravana, Kaikeye and Dashratha. I suggest reading this editorial without any religious biases as the intent is just to learn from the historic or the mythological characters. Read this as a student of 'Finance' and you will gain the most out of it.
“It's not important if you don't remember the whole story but if you can remember the morals of the story, you would lead a wealthy life”.
There are various interpreta�ons of the Ramayana. The lessons inside this newsle�er are one way of looking at it in the form of Wealth Accelera�on Tools.
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Queen Kaikeyi kept an evil maid Manthara as her counsel. Over �me, the woman managed to poison Kaikeyi’s mind against Rama. King Ravana avoided the counsel of his wife Mandodari who told her to return Sita respec�ully to her husband. He did not listen to his own brother Vibhishana and kicked him out of his kingdom. Do not have subordinates who always try to fla�er you. Surround yourself with a team of people who tell you what you need to know and not what you like to know.
Bad Company
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Good Heart & bad Company1
Lesson
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It has been made mandatory for mutual fund houses to obtain their customers' Aadhaar numbers and link the same to their respec�ve accounts. This follows a recent amendment in the Preven�on of Money Laundering Act (PMLA) Rules, 2017. Registrar and transfer (R&T) agent, CAMS (Computer Age Management Services), has launched an online facility to link mutual fund investments to Aadhaar. The message on their website says, "As per recent amendments to Preven�on of Money Laundering Act (PMLA) Rules, 2017, Financial Ins�tu�ons like Mutual Funds are mandated to obtain Aadhaar Number from their customers and link the same to the respec�ve accounts." As this linking has been made compulsory, the fund houses are bound to start asking their customers to provide the required informa�on.
MandatoryLinkyourAadhaartoyourMutualFundPortfolio
CAMS SUNDARAM KARVY:For Individuals KARVY:For Non‐Individuals FRANKLIN TEMPLETON
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Asset Allocation
Exposure to one company
• Sita got a�racted to a spo�ed deer that looked incredibly beau�ful. She wanted Ram to get the deer for her from the jungle. Actually, it wasn’t a deer, but Mareech, Ravana’s accomplice in disguise of the animal. All that gli�ers is not gold• We must draw our own “Lakshman Rekha” in order to safeguard our finances. Protec�ng your money means shunning all the evils that nega�vely impact your financial well‐being. You can always protect your finances by choosing to invest in the right places with the right asset alloca�on so that it can save on tax & insure for right cover to protect your family like Lakshman Rekha was there to protect Sita.
Don’t Chase the Golden Deer2
It’s too good to be True, So always follow
Lakshmanresha & have Right Asset Allocation in your Portfolio
Lesson
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01
CASHLESS
HOSPITAL
NETWORK02
WAITING
PERIOD
03
COVER FOR
PRE-EXISTING
DISEASES
04
CLAIM
SETTLEMENT
RECORD05
RENEWABILITY
06
EXCLUSIONS
IN THE POLICY
HEALTH INSURANCEThings to check before you buy
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07
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Greed and Fear of Losing3If you see the en�re story plot of Ramayana you will realise that it is made up of storylines where human greed took charge, Ravana wanted to possess Sita, who was the righ�ully wedded wife of Rama. Ravana – blinded by his desire to possess Sita – ended up abduc�ng her. The en�re ba�le of Lanka was fought to free Sita from the shackles of the evil king Ravana.
Avoid Greed of Higher Returns & Fear of Losing.
Lesson
DISCLAIMER: All reasonable care has been taken to ensure that the informa�on contained herein is neither misleading nor untrue at the �me of publica�on, but we make no representa�on as to its accuracy or completeness. All informa�on is provided without any liability whatsoever on the part of NAIK WEALTH PLANNERS PRIVATE LIMITED. The inclusion of adver�sing, logos or Web site links in this issue does not cons�tute an endorsement by NAIKWEALTH PLANNERS PVT. LTD. All copyright reserved to their owners. Images and text owned by other copyright holders are their respec�ve proper�es. The inten�on of the men�oned informa�on in this issue is for awareness purposes only.
RISK FACTORS: Mutual funds, like securi�es investments, are subject to market and other risks and there can be no assurance that the scheme's objec�ves will be achieved. As with any investments in securi�es, the NAVof units can go up or down depending on the factors and forces affec�ng capital markets. Please read the offer document before inves�ng.
Published and Printed by NIKHIL ASHOK NAIK, on behalf of NAIK WEALTH PLANNERS PRIVATE LIMITED. Printed at SOMANI PRINTING PRESS, Gala No. 3‐4, Amin Ind Estate, Sonawala Cross Road No‐2,Goregaon East, Mumbai ‐ 400063 and Published at 707/708, D Definity Bldg, Jay Prakash Rd No. 1, ABV. Cosmos Bank, Goregaon ‐ East, Mumbai ‐ 400063.Editor : Nikhil Ashok Naik. Tel : 022‐ 40479600. Mob : +91‐9819761101. E‐mail ID : [email protected]. REGISTERED ‐ R.N.I. NO.: MAHENG/2016/67267 POSTAL REGD. NO. :MNW/311/2016‐18 POSTED AT PATRIKA CHANNEL MUMBAI GPO, MUMBAI ‐ 400001 POSTED ON 12TH & 13TH OF EVERY MONTH
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Impact of Small Things 4
Small Things that we think are not Important can actually
Be Dangerous to Our Portfolio.
Ravana Had 10 heads which symbolizes 6 Shashtra & 4 vedas. He was the wisest creature available that �me. 10 heads also has nega�ve annota�ons like Ego, Lust, anger, Delusion, Greed, Pride, envy, Mind, intellect, will. Actually, he should have given up on these and kept only intellect but he went against it.he failed because of ego and delusion. He got a boon from lord that he will be immortal forever. He protected himself from god and asuras but not
from Humans because he thought he would never be killed by humans. So small things that we think are not important can impact your por�olio
Power and Intent5
Invest in Group that You really TRUST on & which gels with Your Investment Style.
Rama, in order to win, needed a powerful ally. Yet when it came to making an alliance, he choose Sugriva over his powerful brother King Vali. Vali was a very powerful man who had already defeated Ravana once, and yet Rama did not join forces with him because he was an immoral man. He kicked his own brother Sugriva out of the Kishkindha kingdom and abducted his wife. If you partner with
wrong and unethical people you may win in the short run, but in the long run will lose your reputa�on and wealth.
Right Advice & Execution6 Long term Prospective7
Power
Intent
Right Advice & Proper Execution is The Key to build
Strong Portfolio .
• Just as Hanuman would have thought through the ba�le, an advisor would have thought about how to divide your dreams into simple, achievable goals with milestone payments at regular intervals. All this planned by Hanuman, so that Rama could vanquish the ‘evils’ associated with Ravana and take back Sita without worrying about her safety in future.•Just as Hanuman gathered key fellow monkey warriors to fight the
ba�le, your advisor would have already shortlisted the investment avenues which are best suited for the long term growth of your investments......................................
Adopt a Long –term Prospective To Be a Wealthy
Investor.
Right Advice
Execution
Lord Rama along with Lakshmana and Sita were exiled to the woods for 14 years; he accepted his fate and maintained composure. When the Lanka war broke out; Lord Rama fought with pa�ence and perseverance without giving up or using short‐cuts These two incidents in the Ramayana signify the importance of being pa�ent and perseverant in the hardest of �mes. Irrespec�ve of the ups and lows in the market, as an investor you should be pa�ent enough to
let thing start working according to your financial goals
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