1 / 8

How to Invest Your values

Nikit Shingari is a Californian native who is passionate about investing, trading, programming, health, and wellness. Also, investors who feel their investments might compromise their values should let it be known to their advisors.

nikitshingari
Download Presentation

How to Invest Your values

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Nikit Shingari Advices How to Invest Your values

  2. A firm's stance towards preserving the environment and society will determine whether investors will invest in their stocks. Before they venture into trading investors will ask for professional advice from experts like Nikit Shingari. Nikit Shingari is a Californian native who is passionate about investing, trading, programming, health, and wellness.

  3. How Investors Can Communicate with Their Advisors Investors can let their advisors know what they want as regards value-profit alignment by asking these questions:

  4. Why Did The Advisor Not Seek Your Opinion to Know If The Investment Aligns With Your Goal? Yes, this might be a little harsh to ask but it's necessary because most advisors forget about values in investments. It is especially important to ask meetings if you both didn't discuss it in the first meeting. It's a way of reminding your advisor that your opinion matters and checking if he's open for discussion. during subsequent

  5. How Much Do You Have (Monetary-wise or Asset-wise?) Many people investing do not know what they own nor which company's value doesn't align with theirs. Many people have unknowingly invested in companies whose detest. They might know the amount they've invested, but they don't know how they've helped the firms. products they

  6. How Can The Advisor Know Which Investment Opportunities Go Hand in Hand With Your Values? Once your advisors know your value and investment goals, the next is the assessment part. You need to let him know your requirements for assessing firms you want to invest in. Be specific on what you want.

  7. Conclusion You need to invest wisely and honestly. Your retirement and finance will depend on what you have invested when you can. While you can get investment information online using virtual tools, an expert opinion is preferable.

  8. Thank you! Now, let's get back to work.

More Related