How do we lay the foundation of a right financial plan given the start of a new financial year & COVID hitting us back?

  • Have you learnt the lessons from the lockdown caused by COVID last year?
  • Have you accumulated your contingency fund?
  • Have you strengthened your life & health insurance plans?
  • If the pandemic did not impact your job at all, have you revisited your financial goals in the light of market volatility that happened in 2020?
  • If your goals are on track is there a review action and therefore an asset-rebalancing action that is required to be done?

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by Amit Kukreja