Comprehensive Investment

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Comprehensive Investment Planning

Every individual has financial goals that he needs to reach in the short, medium or long term period. Investing regularly to be able to reach the respective financial goal is called goal-based investing. For example, if you plan to buy a sports car in the next 2-3 years, it is a short term goal. Likewise, if you wish to plan for your retirement, children’s higher education, then these can be termed as long term goals. Connect with the best investment advisors and take the first step to secure your future.

Comprehensive Investment Planning

  • Risk Profiling
  • Review of existing Assets and Liabilities
  • Counselling for removing unproductive assets
  • Assessment of Monetary Goals (retirement, child education, housing etc)
  • Prioritization of Monetary Goals
  • Review of Existing life assurance products (ULIPs/LIC etc)
  • Review of existing Health and Social insurance
  • Goal Affordability
  • Goal-based Investment Advice
  • Customized Asset Allocation
  • Detailed Investment Plan (including mutual funds)
  • Investment in open-end fund Direct Plans
  • Insurance Adequacy Assessment
  • Life/Health/Disability Insurance Strategy & Recommendation

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