needs to save for a rainy day. Once you have saved enough to take care of
emergencies, you should start thinking about investing and to make your money
grow. We can help you plan your investments so that you can reap adequate
benefits and achieve your financial goals.
Planning Service includes:
Asset Allocation and
Accumulation of Wealth through Systematic Investment Plans (SIP)
Regular review of
progress and Portfolio Rebalancing
Investment Planning involves identifying your financial goals throughout your
life, and prioritising them. Investment Planning is important because it helps
you to derive the maximum benefit from your investments.
Your success as an
investor depends upon your ability to choose the right investment options.
This, in turn, depends on your requirements, needs and goals. For most
investors, however, the three prime criteria of evaluating any investment
option are liquidity, safety and return.
also helps you to decide upon the right investment strategy. Besides your
individual requirement, your investment strategy would also depend upon your
age, personal circumstances and your risk appetite. These aspects are typically
taken care of during investment planning.
also helps you to strike a balance between risk and returns. By prudent
planning, it is possible to arrive at an optimal mix of risk and returns, that
suits your particular needs and requirements.