Mistakes Customer Make – as per Financial Advisors survey
- Mixing Insurance, Tax plan & Investments
- Being Under insured
- Excessive or expensive Loans
- Excessive property & physical investments
- Lure of IPO’s
- No estate planning
Recently I found this survey in one of the leading newspapers (Mint), where financial advisors were asked to list down investment mistakes, they found with their customers. I thought of writing, not on these mistakes, but on specific asset class and how one should look at.