
ENRICHWISE - Finance/TAX - Channel
June 20, 2025 at 04:59 AM
Did you know nostalgia could be costing you crores?
Many investors say, “This fund? My dad bought it in 2010, and I’ve held it ever since.”
But holding onto the past could drain your future returns. 🕰️
It’s status quo bias—sticking with what’s familiar instead of making the best choice today.
The market and your goals have changed, but your investments might still be stuck in 2010.
Key Takeaways:
1. Holding onto old investments limits returns.
2. Regularly review your portfolio to match current goals.
3. Smart investing means thoughtful decisions, not automatic ones.
Staying invested is smart, but blindly staying invested is not. 🧐
If you’ve been holding onto the past, it’s time for a future-focused review. 🔎
👉 Commend ‘BIAS’ for a smart portfolio review and follow @enrichwise for more insights. 🚀
Call us at 98218 60804, 96533 87088, or 83694 18292, or visit us at 5th Floor, Bellona, The Walk, Hiranandani Estate, Thane (W) 400 607 for a complimentary portfolio and policy review.
Disclaimer: Enrichwise is an AMFI registered MFD. This content is for informational purposes only and does not constitute financial or investment advice.