Wishlist Capitalâ€™s new initiative, CapitalConnect, aims at providing a platform to like-minded entrepreneurs. Here, you will be able to address your own financial and investment issues better. Services like portfolio snapshots, product updates and investment summaries would be easily available to those who sign up.
CapitalConnect works on the basis of the following tenets:
- A personâ€™s worth is not measured only by his/her net assets. An individual is a unique entity who needs customized solutions.
- We treat all investors fairly and equally, irrespective of the size of their assets.
- We like simplicity â€“ simple financial products almost always result in strong and robust portfolios.
- Transaction costs matter â€“ investors must know how much they are required to pay and who they end up paying. Fees, commissions, brokerages and sundry other charges must be transparent and documented.
If you wish to join, do write to us. Put in a few basic details: who you are, what you do professionally, where you and located and so on. Remember to add a contact ID, either a phone number of an email address. We prefer both. Before you begin, go through the other sections of our website.
We encourage you to join our league. Write to us. Put in a few basic details: who you are, what you do professionally, where you are located and so on. Add a contact ID, either a phone number or an email address. We prefer both.
Finally, a quick word of advice. As part of CapitalConnect, you will be able to spend more time on the subject of financial planning and investment. In the process, you will help yourself as well as your friends and associates.
For starters, the CapitalConnect fraternity will focus on the following questions: What aspects of my portfolio are bothering me? Which issues are worrisome? Do I know enough about my income, expenses, liabilities and assets? Do I enjoy enough liquidity?There will be other posers too.
The answers â€“ affirmative or otherwise â€“ will perhaps surprise and even shock you. And when you have overcome their immediate impact, it will be time to get in touch with us.