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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

     Invest Online-NSE

NSE has developed an online platform MFSS. This is a transactional online platform which facilitates you invest as lump sum, redemption, Systematic Investment Plan (SIP), Systematic Withdrawal Plan (SWP), Systematic Transfer Plan (STP), Switch and other transactions of mutual fund units under the strictly guidance of your adviser.



 

 

 

 

 

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  Online Portfolio View

  

Convenience is just a click away! We offer a host of services to manage your mutual funds and other investments. You can now integrated consolidate online portfolio view of all your holdings in all Funds serviced by us in one single window through our Wealth Magic Portfolio Online.  

 

 

 

 

 

 

 

 

 

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Testimonials

I am very happy and greatly satisfied with the PrudentFP Financial Planning services as they are giving to me
Deepak Tiwari, Panchkula (HR)
Suresh has always been thoughtful and insightful with regard to my needs, rather than his own. His investment suggestions have been sensible and fair. He has demonstrated sound and conservative financial ability.
Parveen Sharma, Bilaspur (HP)
Suresh is truly what I will call you as Financial Doctors/True Certified Financial Planners looking after my financial health. I fully recommend his name to whosoever who wants to come to them for getting their financial planning done.
Parvesh Bansal(NRI), Mandi Gobindgarh (Punjab)
I would unequivocally recommend Suresh’s services to anyone who cares about his financial health. The very reasonable fee that Suresh charges for his services are well worth the results.
Suresh Kumar, Sirhoi (Raj)
Suresh’s monthly cash flow management calculations and the consequent recommendations take into account all the requirements of a family and offer complete clarity as to the way forward.
Vishal Kakar, Panchkula (HR)
Prudent Financial Planners gave me a totally different perspective about money and how you can make your money work for you. I got to know about term plans and health insurance and other modes of investments.
Amit Goyal, Panchkula (HR)
Suresh has been advising me on my financial affairs since long time. I have already been burnt my fingers in stock market and then, Suresh had realized and brain stormed me about my investment plan.
Kulbhushan Jamwal, Distt Kangra (HP)
Your articles are really fabulous; I am your great fan. Sir I want my son to become great person like you
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