Build My SIP Strategy with Ronak Prajapati

Ronak Prajapati

profile
Popular

Build My SIP Strategy

profile
499
30 mins

About this session

Planning to start or increase your SIP but not sure how to structure it?

In this 30-minute 1:1 session, we'll discuss your financial goals, investment timeline, monthly investment capacity and existing investments.

We'll talk through:

• How much you may want to invest regularly

• Your investment goal and time horizon

• Your comfort with market fluctuations

• Your existing investments, if any

• How to think about diversification and asset allocation

• How to approach selecting suitable mutual fund categories

• What to consider before starting or increasing your SIP

The goal is to create a clear framework for your SIP, rather than simply choosing a fund based on its recent returns.

If you decide to invest through me, I can assist you with the investment process as an AMFI-registered Mutual Fund Distributor.

AMFI ARN: 315982

Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing.