#4

Financial Goals
You Should always Plan

#1
Retirement
Challenges

How to Plan

Inflation- Prices of Daily needs

going UP

STEP 1- Find the Monthly Amount

you require

Which product to choose- What is

right product to invest for my
retirement Funds

STEP 2- Add rate of Inflation

Taxes- Taxes could eat into my

retirement savings returns

STEP 3- Find Right mix of

Investment products as per your
Risk Profile
STEP 4- Start Saving Regularly
with an SIP and review
periodically

#2
Vacation
Challenge
Rising Costs Hotels
Travelling cost going up

How to Plan
and

Frequency of Vacations- With

present hectic lifestyle we often
plan for short vacations every six
months

STEP 1- Find the Frequency of

Vacations. Yearly/Bi-yearly etc.
STEP 2- Expected expense per
vacation added with inflation
STEP 3- Start SIP for the right
amount to cover whole life
vacation expenses

#3
Kids Education
Challenge
Costly Education- Child Education
gets costlier
Non Extendable Education Goal
cannot
be rescheduled and
delayed .

How to Plan
STEP 1- Find the Amount of the
Total Education charges as per
present cost
STEP 2- Add Inflation and Taxes
STEP 3- Start Saving in an SIP and
review periodically

#4
Lifestyle
Challenge

How to Plan

Inflation- Lifestyle products are

getting costlier

STEP 1- Keep 5% of monthly savings

in a Separate Savings funds

Unplanned expenses- Most of

lifestyle expenses are Unplanned
and are more of Impulsive
buying's

STEP 2- Invest this Fund in Long

term SIP
STEP 3- Withdraw the money as and
when required

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Regular Review and Rebalancing
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Our Approach

Right Portfolio

Buy/ Sell

Regular
Monitoring

Risk Profiling

Financial Goals

Knowing-

Knowing-

Risk Capacity- How much

Risk you can afford to take

All Financial Goals of the life

Investment Products right

as per risk profile

With least Brokerage &

Commission

Of Portfolio and Markets

The
Inflation
adjusted
amount required to meet
them

Portfolio
efficient

With Nil hidden costs

Rebalance Investments
when required

Risk Attitude- How much

Risk you want to take

which

is

tax

Financial Management @ Rs 1 per day

Wealth Creation
Advice

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Advice

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Investments

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Lump Sum

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Monthly basis

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Saving Investments

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