Value 2 Money Financial Planning
Allocation and Portfolio Construction
and Accumulation of Wealth through
Systematic Investment Plans (SIP)
Regular review of progress and Portfolio
Essentially, Investment Planning involves identifying your financial
throughout your life, and prioritising them. Investment Planning is
because it helps you to derive the maximum benefit from your
- Investment means putting your money
to work to earn
more money. Done wisely, it can help you meet your financial goals like
a new house, paying for college education of your children, of your
comfortable retirement, or whatever is important to you.
You do not have to be wealthy to be an investor. Investing even a small
can produce considerable rewards over the long-term, especially if you
regularly. But you need to decide about how much you want to invest and
To choose wisely, you need to know the investment options thoroughly
relative risk exposures.
Who needs Investment Planning ?
Investment planning is necessary for every one who wishes to achieve
financial goal. You have to plan your limited resources to avail the
benefit out of them. You should plan your investments to fulfill major
wealth over the long term
assets like a dream house or a