Bucketing Strategy
BANKING FINANCE
|September 2024
The rich cultural heritage of India is visible in the omnipresence of Forts across the Indian landscape. These structures reflect a larger-than-life style of living of India's richie rich. Even after centuries, this craze for physical asset prevail.
In the year 2015 I had shared a story with one of my prospects a married lady, a prospective investor with a flamboyant background, the story was of family wealth being consumed continually with this picture above wherein the trees planted by the ancestors being cut every now and then by the decedent's to live a luxurious life in flamboyance, this prospect is now my client and we hand held her to design her Investments in a fool-proof manner with the bucketing strateg
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