Hi, the objective is to quickly get a sense of how you make financial planning/ investment decisions. This should take 5-10 mins of your time. I'll owe you a coffee/beer for giving your precious time to help with this :)
Think back to the last time you made a change to your investments — added a fund, stopped a SIP, switched from regular to direct, anything. Can you walk me through that — what was happening in your life at that time, what made you think about it?
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Please share the full story in your own words. Detailed context is helpful, including any personal or financial circumstances.
If someone handed you a tool that could tell you one thing about your portfolio/finances that you don't know right now — what would you most want it to tell you?
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