At FinEdge it was always reinforced that these investments are linked to my goals and meant to be utilised a few years down the line

I started investing through FinEdge around 9 years back and back then had limited understanding on aspects of my personal finance. I wanted to start with my investments as at that point of time it seemed like the right thing to do. However, through this period of investing I realised that to invest is the easiest thing to do but to stay invested can sometimes be tough.

When I got into a detailed discussion with my Investment Manager, I started getting more clarity and understanding on my own personal finance. I created a goal for purchase of my house in Bangalore and started investing towards it.

Like I said, to stay invested had not been easy. At times I used to be concerned with the up and down movement in the markets. It was the goal focus approach of FinEdge that helped me here. I was able to not let these swings affect me much. Also, it helped that at FinEdge it was reinforced that these investments are linked to my goals and meant to be utilised a few years down the line so short term market movements are irrelevant.

In 2021 we were able to finalise our property in Bangalore. My investment manager helped me through the entire redemption process and by February of 2022, I was able to complete my house purchase. Bangalore real estate is expensive and I had to also avail a home loan to complete the purchase.

I am happy that we live in our own house now and I have already started saving for my next few goals- prepayment of house loan and my daughter’s higher education. I feel happy to be in control of my personal finance and more importantly my goals.