Investment Planning

Investment planning is the process of deciding which investment products to invest in to achieve future objectives.

This is decided by assessing the risk profile of the investor and on the basis of that a suitable asset allocation is recommended by the financial advisor.

The Advisor then evaluates various investment products basis the risk, returns, lock-in period and then helps the investor to invest in them.

There can be various long term and medium term goals which require correct investment planning for timely achievement, such as :

  • Child Education Planning
  • Child Marriage Planning
  • Long Term Wealth Creation
  • House Purchase Plan
  • Car Purchase Plan
  • Holiday Plan
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