MyAdvisor Finserv Pvt. Ltd

16/07/2024

"Chasing meaning is better for your health than trying to avoid discomfort."

This powerful quote from Kelly McGonigal reminds us that true fulfillment comes from embracing challenges and seeking out what truly matters to us. Whether it's in our personal lives or professional journeys, finding meaning can lead to greater well-being and a more enriched existence.

Visit http://TED.com to get our entire library of TED Talks, transcripts, translations, personalized talk recommendations and more.Stress. It makes your hear...

19/05/2024

Every step forward, no matter how small, brings you closer to manifesting the life you've always dreamed of—keep believing and keep moving.

My10X Momentum

21/03/2024

Seeking your attention
Seeking your support…

Sankalp Centre for Specially Abled Children
*Maximize Your Impact and Tax Savings!*
Dear Kind-Hearted Supporter,
*Claim Tax Exemption under Section 80G of the IT Act for the Financial Year 2023-24*
Your donation today not only makes a tangible difference in the lives of underprivileged children but also qualifies you for tax benefits. Every rupee contributed goes directly towards transforming the lives of those in need. Together, let's create lasting change. Your generosity is a catalyst for positive change and financial relief.
We extend our heartfelt gratitude to all our patrons and well-wishers for their unwavering support to SANKALP. Your continued belief in our mission has enabled us to provide vital financial assistance over the years.
We eagerly anticipate your affirmative response and invaluable support for our humanitarian endeavors.
Thank you for your kindness and warm regards.

Sincerely,
Dr. Sonal Shah
Trustee/Coordinator
📱+9374675004
🌐

We help physically & intellectually challenged children mostly from underprivileged community integrate into mainstream society by developing their abilities and skills.

26/01/2024

Today, as we celebrate the milestone of our nation's 75th year of being a Republic, it's overwhelming to reflect on the incredible journey our country has undertaken. From the struggles for independence to becoming a powerhouse on the global stage, India's growth is nothing short of remarkable

The theme for this Republic Day - "𝗩𝗶𝗸𝘀𝗶𝘁 𝗕𝗵𝗮𝗿𝗮𝘁" - perfectly encapsulates the extraordinary progress we've made as a nation. "Viksit Bharat" or "Developed India" resonates with the strides we've taken in every sphere of life, transforming our dreams into reality.

"Our Digital India" is not just a phrase; it's a testament to the connectivity, accessibility, and empowerment that technology has brought to every corner of our diverse land.

As we hoist the tricolor with pride, let's also acknowledge the resilience, diversity, and unity that define us as a nation. Our journey from a struggling, newly independent nation to a force to be reckoned with on the global stage is a testament to the indomitable spirit of the Indian people.

Here's to a future where the spirit of "Viksit Bharat" continues to guide us towards even greater heights!

Jai Hind!

22/12/2023

Greetings,

Wishing you a joyful holiday season!

Embrace the festive spirit at work by fostering camaraderie and team spirit during the Christmas and New Year celebrations in 2024. How do you plan to celebrate?

Explore these workplace holiday ideas:

Christmas Celebrations:
Enhance Workspaces:
Encourage employees to adorn their workstations and common areas with festive decorations. Consider hosting a friendly decoration contest for added excitement.

Secret Santa Exchange:
Coordinate a Secret Santa gift exchange, allowing employees to exchange small gifts anonymously. Set a budget to ensure inclusivity.

Warm regards,

Durgesh Pandya
Founder, UpperCrust Wealth
MyAdvisor

The Wait Is Over! Move with The Squadron Leaders "Shamsher Pathania" Aka "Patty" & "Minal Rathore" Aka "Minni" on The Dance Floor. Presenting "Sher Khul Gaye...

06/12/2023

Hey, I'll be attending this super awesome event - UpperCrust WEALTH CONCLAVE'23 - and would like you to join me.

Register here -

Tue Dec 12 2023 at 04:00 pm, UpperCrust Wealth Conclave'23:Powered by Lenden ClubGrowth Partners:Aditya Birla AMCNJ WealthUTI MFGold Partners:CFOSMEHarvish JewelsMoat

06/12/2023

🌟 Dear Esteemed Client,

We're thrilled to welcome you to the UpperCrust Wealth Conclave '23! It's a fantastic opportunity to connect, learn, and grow with industry leaders. [LIMITED SEATS AVAILABLE]

🔗 Register now: https://my.allevents.in/WealthCon23 💎

Use Promo Code: *DJP* for your entry pass. (GOLD CLUB - Complimentary ) *Pre Registration Mandatory

Looking forward to seeing you there!

Best regards,
Durgesh Pandya

Tue Dec 12 2023 at 04:00 pm, UpperCrust Wealth Conclave'23:Powered by Lenden ClubGrowth Partners:Aditya Birla AMCNJ WealthUTI MFGold Partners:CFOSMEHarvish JewelsMoat

03/11/2023

💥I N V I T A T I O N 💥

Namaskar 🙏

Greetings of the day !!

This Saturday, we are having an interesting *SIP SPECIAL* session on
💥 TOPIC 💥
*BHARAT IN AMRIT KAAL*

💥 SPEAKER 💥
*MR. KRISHNAN SHARMA*
( Trainer, HDFC MF )
- Mr Krishnan Sharma is a renowned speaker having more than 29 years of experience in the MF industry. He is known for his clear and concise speaking style and oratory skills to make complex financial concepts easy to understand.

Whether you are a beginner or a seasoned investor, you are sure to benefit from his expertise.

*DATE & TIME*
Coming Saturday - 4th November, 2023 at 6:00 pm

*Registration Link* https://tinyurl.com/ycs3mz58?id=1576&brcode=70846

*Joining Link*
https://livestream.njgroup.in/event/index.php?id=1576

Best wishes from

*UPPERCRUST WEALTH PVT LTD*

06/12/2021

Do you know the simplest way to optimise your investment returns while minimising your risk?

It is Asset allocation! A strategy that allocates your investment capital across multiple asset classes like Equity, Real Estate, Cryptocurrency in a way that helps you reap the most returns with minimum risk.

If you are not aware of this concept, let me tell you why it is important.

Helps you achieve your goals - With the right allocation of assets in your portfolio, your investments goals aren't very far. For instance, if you have a goal of a very ambitious return, rather than going the usual stock market way, it helps you diversify in assets that could help you get there much faster.

Balances risk and reward - Based on your goals, it helps you balance your portfolio's risk and reward ratio. It helps you identify ways to achieve your goal faster yet with the most safety possible.

Aids in Tax planning - This strategy also helps you invest in assets in a way that saves the most taxes.

It is a process of trying and testing different investment routes until you get the right one for you. Even after that, you need to constantly monitor your portfolio and change allocations or rebalance based on market conditions and performance.

Have you tried the asset allocation strategy yet? What do you think about it? Comment down, and share your thoughts on it?

04/10/2021

Finzy is inviting you to a scheduled Zoom meeting.

Topic: "Pandemic to Endemic"-Rise of P2P as an asset class
Time: Oct 5, 2021 04:30 PM India

Join Zoom Meeting
https://lnkd.in/g_4YY6XX

DM for Meeting ID and Passcode.

01/10/2021

A study conducted in Canada by CIRANO (a network of researchers) on the value of long-term financial advice has revealed that investors who engaged with a financial advisor for 4 to 6 years reported 58% increase in wealth over and above unadvised investors, while those who had been advised for 7 to 14 years saw a 99% increase in their personal wealth. Investors who engaged with a financial advisor for more than 15 years experienced wealth rises to the tune of 173%.

Increase in wealth when a client engages a financial advisor

Clearly, financial advisors can virtually transform the financial life of the investor over the long term.

However, both advisors and investors are not aware of the actual value addition to the portfolio by an advisor as not much has been said about it in the Indian context.

Financial mentors worldwide endorse that the basic premise of wealth creation is financial knowledge and investor behaviour. Ordinary investors need handholding by advisors to deal with difficult times. However, most mistakes like over-betting on equity, ignoring asset allocation, holding poor quality stocks are often made when the market is good. Hence, advice is required across market cycles.

Source : Article by CafeMutual

26/09/2021

Your Answer for What Next ? is here

Attend our Exclusive Digital Client meet on the launch of NJ Balanced Advantage Fund.

Speaker: Mr. Neeraj Choksi; Co-Founder at NJ Group

Time: 11:00 am

Date: Sunday, 26 September 2021.

For Event Registration click below link : https://tinyurl.com/ycs3mz58?id=634&brcode=53876

Register and Attend

Durgesh