January 3, 2014 – Sahil Bansal

Mr. Sahil Bansal and His wife Mrs. Nina Bansal were new to investment who were earning good return on their investment and were racing very fast towards achieving their goals

Stock Market-investify.in

The Problem

They got feared out when the market fell sharply during worldwide noble corona virus outbreak and their portfolio went down by almost 40%.

They started panicking and were ready to book 40% losses .As they did not have any experience of different cycles of investment.

The Solution

The Challenge

As newbie investor it was hard to make them understand importance of volatility in market and how to get benefit out of it.

They were very angry when our advisor met them and it was next to impossible to make them understand. As it was time for fearless investment.

We Made

Our advisor made a specific presentation showing how market have recovered from deep shock in the past and have performed very well. We made them bought extensively during that time which lead to huge return when markets recovered.

It is not easy from advisors point of view to make investor invest during downtime due to psychological challenges.

Services

Financial Planning
Investment Planning

Partner Investment Funds

23 +

New customers

105/month

Happy Investors

95%
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— Rohit Mehta

I have been working for the last 10+ years. Over the previous 5 years, I have had a Financial Plan with INVESTIFY. I am so happy watching my investments grow gradually. I am well ahead of all my future responsibilities & goals. Feels warm every time I see my targets accomplished in the future. Happy investing!

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