Goal Based Investment Plan

Goal based investment plan helps you give direction and meaning to your investment decisions. It allows you to understand why are you investing in the various financial products. It gives you an objective to create a corpus for your setting goals such as your children’s education funding, marriage funding, down payment of dreaming house, vacation planning and retirement funding over the time.

Suitability

Those who want to just give direction and meaning to their investments but not seek for detailed financial plan.  Goal based financial plan will help you setting financial goals, earmarked your current investments with your goal funding and coming up with a strategy for a plan on how you can fill your shortfall gap.

 Fee Structure

The minimum lump sum fee starts Rs 7,500 per annum but final fee will be set on the portfolio complexity in the plan which could be fixed or some percentage on annual income.

 We have to prepare for you a Goal Based Financial Plan that will help you:

o   Articulate your Financial Goals

o   Risk Profile and Asset Allocation

o   Mapping of your Current Investments & Insurance

o   Life Insurance suggested to safeguard the goal

o   Where will you reach with existing investments

o   New Investments Recommended to achieve the goal

o   MF Schemes suggested for new investments

o   Year By Year Working

Disclaimer

We do not promise that the investments you make based on this plan will be profitable. Investments are always subject to various market, currency, and economic, political and business risks. We will not be liable for any losses that may be caused directly or indirectly by such investment decisions. Let’s Start Here

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Suresh Kumar Narula

SEBI Investment Advisor, Founder & Principal Financial Planner at Prudent Financial Planners
Suresh K Narula is founder and Principal Financial Planner at Prudent Financial Planners. He has earned the professional CERITIFIED FINANCIAL PLANNER and got registered with SEBI as Investment Advisor. He writes on personal and financial planning articles and got published in Dainik Bhaskar, Business Bhaskar and The Financial Planner's Guild, India. He is also a member of Financial Planner's Guild India ( An association of practicing SEBI registered Investment advisers) to create awareness about Financial Planning in general public, promote professional excellence and ensure high quality practice standards. Suresh received his an M.com from Himachal Pardesh University and an MFC from Punjab University, Chandigarh. He can be reached at info@prudentfp.in
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