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Creating a Holistic Portfolio - A Bigger Picture by steemflow

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· @steemflow · (edited)
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Creating a Holistic Portfolio - A Bigger Picture
Our traditional investment approach is restricted merely to saving in government bonds, buying stocks, Bank FD and few other old module. A little advance will make you into crypto space. Decoding an advanced investment with only monetory gains in sight eventually ends at crunching the *number into a simple mathematics formula*. Any financial advisor will look into your income sources, your saving capability, your age and many details before deciding a plan that ensure you good returns. **But is it the best way to do an investment.?** This is where a Holistic approach to the investments comes into the picture. 


![What-is-Portfolio-Management-Definition-and-Key-1068x552-1-696x360.jpg](https://files.peakd.com/file/peakd-hive/steemflow/23w2j7nBcWfvra5NFe8q5zUhy8b1ot6Z7QcE2kjXRG2vBxDV1YcB6jzh5VyVqKNhzm2LM.jpg)
*[src](https://www.invensislearning.com/blog/what-is-portfolio-management/amp/)*



Any investments plan should not be made with primary focus on your needs but the motto would be such that it make your coming generation to be be financial independent. Your investment intention would be like:

> *I want to be rich” to “I want my kids to remain financially comfortable”.

Holistic approach of investment will gives a broader aspect of all your investment needs. This can be achieved with some major planning and in depth strategy formulation. If you think that by mere following the experts portfolio and put in your money into their curated portfolio than that won't give you much returns. Though it pays in shorter time that makes enough to bring smile on your face and but in a longer approach this is not a sustainable approach.


Understanding the holistic investment approach you need to make some visit to experinced  , qualified wealth management service providor that drill down to design a specific way of Investment which will make you financially comfortable for longer term.


A holistic investment planning is not about targeting a specific number to achive, neither it is about a figure to invest. Holistic Approach of investment is a broader concept that design a road map that gives a direction of how a specific amount of investments could get you closer to your goals. Setting the goals in life is priority that eventually ends at  improving your quality of life, and reduce your stress of wasting money on low investment option.

This approach is like ***think big, earn bigger.***


## Peace!!

### Namaste @steemflow 

Posted Using [LeoFinance <sup>Beta</sup>](https://leofinance.io/@steemflow/creating-a-holistic-portfolio-a-bigger-picture)
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