Investment Planning

Mohit Setiya

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Investment Planning
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5,9997,499
60 mins

Here you tell me your earnings and savings, and I'll help you figure out where to invest based on your risk appetite.


How the session progresses:

  1. Compute income and expenses
  2. Evaluate the safety net
  3. Asset and liability restructuring
  4. Risk assessment
  5. Selection of investment instruments based on desired asset allocation