AMFI Registered Mutual Fund Distributor
Our Commitment
We aspire our life time relationship based on trust and faith.
Our Commitment
We aspire our life time relationship based on trust and faith.
Our Commitment
We aspire our life time relationship based on trust and faith.
Our Commitment
We aspire our life time relationship based on trust and faith.
Financial Planning
Financial Planning is the process of identifying a person’s financial goals, evaluating existing resources, and designing the financial strategies that can help the person achieve those goals in the given time duration Its roadmap to your financial health, and sustainable wealth creation Financial Planning gives more clarity in life, by provides direction and meaning to your financial decision. It provide balance between your present and future lifestyle.
Behavioural Finance
According to the conventional way of investment, one invests to create and maximise the wealth by taking rational decisions. But there are many instances where emotion and psychology influence our decisions, causing us to behave in unpredictable or irrational ways.
We at CEBR continuously focus on the impact of behavioural finance on the returns. We do financial planning keeping in mind the expected behaviour of investors. In recent times, we have seen a huge selling pressure in Gold but it was not at the point of 31500. It started when Gold prices went down to 30000. It was our research that people will behave irrationally when Gold will be close down to 30000 for 2-4 days.
Just because of adding behavioural finance in our financial planning technique, we have saved our clients from a huge loss that could be between 20% -30% within a month.