Goal-based Investment Planning

You tell me about your earnings, savings, and goals, such as buying a home, funding children’s education or a wedding, or planning for retirement. I’ll help you figure out where to invest based on your risk appetite, so you can work towards achieving those goals in the future.

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
6. Identify your goals - retirement, house, wedding, education, etc.
7. Map out goal timelines and amount required
8. Create a plan to achieve the goals
9. How to withdraw money once the goal is achieved