Goal Based Investment

Narendra Bhati

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Goal Based Investment
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2,500
120 mins

I've been investing in mutual funds since 2014, starting with my very first salary. Over the years, I've built a substantial investment corpus through disciplined, long term, goal based investing.

In this 1:1 session, I'll share the practical framework I use to plan and invest for major life goals, including early retirement, child education, child marriage, medical emergencies, and long term wealth creation.

We'll discuss:

  • Goal based financial planning
  • Building a mutual fund portfolio
  • Asset allocation strategies
  • SIPs and long term investing
  • Managing market volatility
  • Avoiding common investing mistakes
  • Staying disciplined throughout your investing journey

I am not a SEBI registered financial advisor. This session is based on my personal experience and is intended for educational purposes only. I do not provide stock tips, guaranteed returns, or personalized financial advice.

This included one follow up call of 60 minutes without any charges, just to see how things are going on!