The Third Risk

Amar Pandit , CFA , CFP

Amar Pandit

A respected entrepreneur with 25+ years of Experience, Amar Pandit is the Founder of several companies that are making a Happy difference in the lives of people. He is currently the Founder of Happyness Factory, a world-class online investment & goal-based financial planning platform through which he aims to help every Indian family save and invest wisely. He is very passionate about spreading financial literacy and is the author of 4 bestselling books (+ 2 more to release in 2020), 8 Sketch Books, Board Game and 700 + columns.

September 15, 2023 | Minute Read

I had published this initially on my investor blog…In case you haven’t subscribed (it’s free), there is a lot of interesting content on it for your clients and prospects… This is one such post that many investors found engaging…rather many financial professionals like you used the below Nano (short post) in their meetings with clients. The results were phenomenal…You can try it to see if this works for you.

Most investors consider the stock market volatility (ups and downs) as risk… However, that is a naïve (or uninformed) way to look at risk. There are 3 real risks for most investors. I have shared two of them in the sketch below. Any guess on what the third one is.

 

 

Let me give a hint in the form of a sketch…

 

Did you get the 3rd Risk?

An inability to protect purchasing power…An inability to maintain lifestyle… We are all exposed to rising costs whether we like it or not.

You can never ever beat rising costs or manage it with fixed income or fixed deposits.

I hope the above sketch brings the third risk to life for you and your investors.