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Financial Planning

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Before deciding 'where' to invest, it is important to ask 'for what' am I investing. Your stage of life, financial responsibilities, key goals in life and your risk profile are very important aspects to understand before you invest.

Life Stage

Your life stage will be key in determining the priority of financial goals/events that you need to plan for. For a young and single individual the most important need may be to buy his or her own house and save for higher education. Whereas for a married couple with children, saving an adequate amount for their children's education marriage etc. may be of higher priority. And for a person who has already retired, the primary need would be to live a comfortable life even after the regular income from profession/business has stopped.

Here are a few examples of important goals:

Single House, Higher Education etc.

Newly Married Couple, Car, Child's Birth etc.

Kid's education, Bigger House, etc.

Pre Retirement Starting a Business, Family Vacation etc.

Regular Income after retirement , Philanthropy etc.

Define Key Goals

So after you have provided for emergencies, it is now important that you define your key goals. At the cost of being repetitive, we'd like to stress the importance of creating S.M.A.R.T. Goals:

Specific
Measurable
Attainable
Realistic
Time-bound

S.M.A.R.T. is a commonly used acronym for goal setting, the original source of this term is not unknown. In simple terms, the goal should state how much money do I want for what purpose and I should have it ready by what time.

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Financial Planning

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Before deciding 'where' to invest, it is important to ask 'for what' am I investing. Your stage of life, financial responsibilities, key goals in life and your risk profile are very important aspects to understand before you invest.

Life Stage

Your life stage will be key in determining the priority of financial goals/events that you need to plan for. For a young and single individual the most important need may be to buy his or her own house and save for higher education. Whereas for a married couple with children, saving an adequate amount for their children's education marriage etc. may be of higher priority. And for a person who has already retired, the primary need would be to live a comfortable life even after the regular income from profession/business has stopped.

Here are a few examples of important goals:

    Single House, Higher Education etc.

    Newly Married Couple,Car, Child's Birth etc.

    Kid's education, Bigger House, etc.

    Pre Retirement Starting a Business, Family Vacation etc.

    Regular Income after retirement , Philanthropy etc.

Define Key Goals

So after you have provided for emergencies, it is now important that you define your key goals. At the cost of being repetitive, we'd like to stress the importance of creating S.M.A.R.T. Goals:

    Specific
    Measurable
    Attainable
    Realistic
    Time-bound

S.M.A.R.T. is a commonly used acronym for goal setting, the original source of this term is not unknown. In simple terms, the goal should state how much money do I want for what purpose and I should have it ready by what time.


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Legal Status of FirmIndividual - Proprietor
Nature of BusinessService Provider
IndiaMART Member SinceSept 2014
Welcome to our website! We are inviting you to fully explore our website, & would always like to aid you in your Insurance & Financial needs in numerous ways. Our stringent code of ethics places the client's needs above all others and demands uncompromising integrity in every aspect of our business.
This website is fully devoted to helping you to learn more about the Financial Planning. We are simply here to protect you & your Investment related decisions.
Financial Planning
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Ramdass

4/4, Venkat Swami Complex, Coimbatore - 641030, Tamil Nadu, India

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