Our Services

Investment Planning (Goal Planning)

As it is synonymous, investments should be made to achieve a goal. The more the clarity of the goal (in terms of the amount of money required, the time at which the money is required), the better it can be planned. The goals could be varying from buying a house property, child’s education, child’s marriage, retirement or any such specific goal.

WE WOULD UNDERTAKE THE FOLLOWING STEPS UNDER GOAL PLANNING

• Collecting details of the present financial status
• Getting data about the specific goal targeted by you
• Mutually decide about the feasibility of achieving the goal considering the present financial status
• Quantifying the actual amount required in future at then cost (considering inflation)
• Advising a strategic road map to achieve such a goal ( selecting the apt asset class)
• Implementing the action plan for achieving such a goal
• Follow up and reminders (SIP, REVIEW)