The first step to meeting your financial goals is devising an effective and realistic Investment Plan based on your risk profile, time horizon of investment and the financial goal. It is serious business, as it requires correct asset allocation, product selection and regular review and rebalancing. And, it is never too soon to start thinking about planning for your future.
You might want to fund your daughter’s marriage, build a house for your family or plan for your retirement. Without proper planning you might not be able to achieve any of your life’s milestones.Our Investment Planner analyses your ability to handle short-term fluctuations in the value of your investments, both financially and psychologically. It is based on the amount of risk you wish to take based on the rewards you want to gain.