Background

Tanja is a Project Manager who had dabbled in investing for a number of years. Tanja tried all sorts of approaches and followed the press but didn’t have an understanding how to go about research or how to make decisions. “It’s a maze,” Tanja said, “Why buy & sell? There is too much information available. It was like I was in a war flying like a bee flower to flower, I couldn’t make sense out of it. I made some good decisions & some bad ones, when I made a good one, I thought I was oh so clever, but when a bad one came along I thing why did I listen to them!”

Journey

Alpesh is very accessible. Tanja found she could learn at her own pace, understanding strategies and goals, her risk appetite and how to manage her emotions. She found she was able to refine all these elements as well as increase her risk appetite in a more sophisticated way than before. She found that once she understood how to approach these factors, she was able to control her results better. Tanja liked Alpesh’s guidance that allowed her to be exploratory and yet still be safe. Tanja enjoys having more control over her investing outcomes by understanding more about the factors that make a successful result.

Outcome

Tanja is up 40-50% in the first year since she has been learning and plans to carry on investing and slowly grow these results. Tanja said, “Go and try it. Unless you try you don’t know whether it’s for you or not. You get all the support. You get Alpesh’s one-on-one not just once, you can email him. It’s definitely worthwhile. Alpesh said, “There is a poverty gap when people do not invest effectively, and it widens the longer you leave it. My job is to educate people to ensure their hard-earned money works as hard as possible.”

Alpesh Patel Ventures · www.alpeshpatelventures.com · 84 Brook St Mayfair London W1K 5EH · +44 34505 63799
RISK WARNING: All investing is risky. Returns at not guaranteed. Past performance and case studies are no guarantee of future results.