GOAL PLANNING

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Goal planning is an utmost important part of financial planning. If you don’t set your future financial goal properly, you won’t be able to align your portfolio with it.

A financial goal can be short term as well as long term. Your children’s higher education, wedding and your retirement can be categorized in long term financial goals wherein if you are planning to buy a car after 2-3 years, it can be termed as your short term goal.

Your financial planner can help you identify your financial goals and will help you setting the same in a realistic manner.

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.

AMFI Registered Mutual Fund Distributor – ARN-112625 | Date of initial registration – 06-Jul-2016 | Current validity of ARN – 30-Jun-2026

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