Investment Planning
Investment Planning
- determines the optimum investment and asset allocation strategies based on the time horizon, risk profile and financial goals of the client. There is a wide range of investment options available today. A Financial Planner offering Investment Planning services should understand and analyze various asset classes as well as the products available under each asset class before recommending an investment strategy to the client for achieving financial goals. While offering Investment Planning Services, a Financial Planner should help answer the following questions pertaining to a client:
What are the life goals? How can these be translated into financial goals?
What is the client’s risk profile? - What is the time horizon available for investments?
What should be the ideal Asset Allocation?
Which asset allocation strategy should be followed?
How to achieve diversification of investments?
What is the investment objective – ‘income’, ‘growth’ or just capital protection?
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What are the life goals? How can these be translated into financial goals?
What is the client’s risk profile? - What is the time horizon available for investments?
What should be the ideal Asset Allocation?
Which asset allocation strategy should be followed?
How to achieve diversification of investments?
What is the investment objective – ‘income’, ‘growth’ or just capital protection?
How much to invest either in a lump-sum or regularly to achieve the given goal?
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About the Company
Having your own money in your hand every month does not guarantee you the lifestyle you deserve throughout your lfe. Circumstances and needs always keep changing. Today's sound financial situation does not guarantee an equally sound future. And hence , no or improper financial palnning can be disastrous. A loss of income , even temporary , can eat into your savings or can lead to debt. An uninsured loss can wipe out your accumulates wealth. Insufficient savings can force a reduced lifestyle during retirement. Frequent or unplanned borrowings can leave negative money i.e., debts for future . Also , poor tax planning can result in paying higher taxes than what you are liable to pay. All this combined with changes in your life cycle needs and / or external economic changes can make you and your future generations financially vulnerable.
Seller Contact Details
No. 11, 4th Main Road, Ramnagar , Nanganallur Chennai - 600061, Tamil Nadu, India
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