Financial Goals Setting

Setting up Personal Goals and assigning a Monetary Value to same, with an Expert’s help, boosts up your chances of Succeeding.

About Goal Setting

If one were to determine the Corpus needed for One’s Retirement or One’s Children’s education 20 years from now, most of us would fumble to come to a conclusion. The experts help us arrive at a reasonably good estimate of our future needs, an essential step in planning the ways and means to achieve the same. More the vagueness in deciding the goals or their monetary value, more the chances of we missing our goals. The better or more the scientific the way of forecasting, more the chances of we achieving our goals.

Our goals can be planned as –

Short Term, Mid Term or Long Term Goals

Essential or Optional Goals
Personal, Family or Social Goals

Depending on the severity, logevity and Criticality of the goal, the investment vehicle / financial instrument used will have to differ, so also the reviewing strategies for the same. Let our experts hand hold you through this not so simple yet very essential component of your Planning Process.