Sunil Kewalramani
Global Money Investor
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Leading Advisers For Global Asset Management to Foreign Institutional Investors and Leading Multinational Companies.

Financial Planning at Global Money Investor

Global Asset Management

Does your financial plan address your retirement needs? Is it personalized to your situation? Is it easy to understand and act upon?

The reality is many financial plans are really just glossy, chart-packed sales pitches designed to sell you complex and often expensive products

At Global Money Investor, we believe there is a better approach to investing. Our approach is focused on helping you make the right decisions for your future—not on selling you products.

At Global Money Investor, we believe there is a better approach to investing. Our approach is focused on helping you make the right decisions for your future—not on selling you products.

Financial planning is a valuable component to a wise investment strategy. Global Money Investor has helped thousands of investors—each with unique goals and objectives—plan for their future. We back it up by implementing an investment strategy to help ensure you stay on track.

Learn what makes Global Money Investor different.

Since our founding over 18years ago, Global Money Investor has served investors as a fiduciary, meaning we’re legally required to put our client’s best interests first. Unlike brokers, we won’t push proprietary products like mutual funds or annuities. By taking a client-first approach, we put our focus where it should be: on your needs, not ours.

Red-flags for Investors

Global Money Investor regularly evaluates important financial topics. Our goal is to educate investors while dispelling many myths that are often perpetuated by the financial media. Below are several examples of these topical evaluations, which may offer you new perspective.

A Primer on Inflation − Without careful planning for inflation's impact, investors risk outliving financial resources and eroding purchasing power without careful planning for the impact of inflation. Learn why.

Asset Allocation and Time Horizon − Learn why equity-weighted portfolios tend to have higher overall returns and lower volatility over longer time periods compared to bond-weighted portfolios.

Pitfalls of Mutual Funds − Are mutual funds right for you? Fisher Investments presents the basics of mutual funds and explains why they may be suitable for some, but not all investors. Fisher Investments examines five drawbacks to mutual fund investing, including hidden fees, lack of personalization, and tax disadvantages.

The Legend of the Stop Loss − While stop loses may seem appealing to some investors, Global Money Investor finds they can be risky. Stop-losses divert your attention from fundamentals and can force sales during corrections in a larger bull market trend − a terrible time to sell. Learn more about the basics of a stop loss and explains the potential downside.

Budget Deficits Are Good for Stocks − Many people believe budget deficits negatively impact the stock market. Global Money Investor offers historical data illustrating the opposite is actually true − stock market returns following periodic deficit extremes have been much higher than surplus peaks or decreasing deficits.

Is Self-Management in Your Best Interest? − Global Money Investor poses questions that may help determine if self-management of your financial assets is in your best interest, or not.

Mr. Sunil Kewalramani is a leading consultant on global asset management. He contributes regularly to leading business dailies and journals.

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