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INVESTMENT EDUCATION

UpMarket Financial Advisory Services believes in educating its clients. It helps the client to not just understand but also question the solution offered.

We believe that an informed investor takes steps with much more confidence as he has a clear understanding and is aware of the likely reactions to every action. A step taken with knowledge and a clear understanding of the possibilities is a confident step and can withstand the test of time and volatility, thus increasing the probability of success tremendously.

Following is a list of articles either written by us, or borrowed from some other source like a newspaper, investment expert, etc etc. which we believe would be useful to any investor

 Best Returns in Worst Times  Ignite the Power of Patience
 India Everthing to play for - ICICI Pru  Investing and You
 Investing Basics  Power of ELSS
 Tax Rules for Mutual Fund Investors Mar08  Taxation in MFs 2007-08
 Investment Opportunities in India for NRIs  





QUOTES

You get recessions, you have stock market declines. If you don't understand that's going to happen, then you're not ready, you won't do well in the markets.

Peter Lynch

In this business if you're good, you're right six times out of ten. You're never going to be right nine times out of ten.

Peter Lynch

I've found that when the market's going down and you buy funds wisely, at some point in the future you will be happy. You won't get there by reading 'Now is the time to buy.'

Peter Lynch

I don't look to jump over 7-foot bars: I look around for 1-foot bars that I can step over.

Warren Buffett

I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years.

Warren Buffett

If a business does well, the stock eventually follows.

Warren Buffett

If past history was all there was to the game, the richest people would be librarians.

Warren Buffett

It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently.

Warren Buffett

Look at market fluctuations as your friend rather than your enemy; profit from folly rather than participate in it.

Warren Buffett

Only buy something that you'd be perfectly happy to hold if the market shut down for 10 years.

Warren Buffett

Our favorite holding period is forever.

Warren Buffett

Risk comes from not knowing what you're doing.

Warren Buffett

There seems to be some perverse human characteristic that likes to make easy things difficult.

Warren Buffett

An investment in knowledge pays the best interest.

Benjamin Franklin

Certainty? In this world nothing is certain but death and taxes.

Benjamin Franklin

Our Guiding Principles

 Strive and make money a non-hurdle for our client's aspirations

 Put our customer's first in our every thought

 Evolve continuously to meet and exceed to our client's expectations and bring innovative solutions to the table

 Focus on educating our clients

 Continuously endeavor to make the process easy and convenient for our clients


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Disclaimer: Upmarket Financial Advisory Services offers non-discretionary investment advisory services and the decision for investing would be at the sole risk and responsibility of the customer. This website does not provide investment advice, nor is it intended to be an offer to provide investment advisory services to individuals or entities in any location in which UpMarket Financial Advisory Services is not currently authorized to do so

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