Planning goals
Here are the 10 planning goals with highlighted headlines
1. Education Goal: Secure your child’s future with a dedicated education fund.
2. Dream Home Planning: Turn your dream home into a reality with a strategic savings plan.
3. Personal Growth: Achieve personal growth and development through targeted investments.
4. Wealth Creation: Combine MF and insurance for higher returns and life cover.
5. Home Loan Optimization: Recover home loan interest through parallel investments.
6. Risk Management: Manage risk levels through diversified investments and insurance.
7. Business Expansion: Fuel your business ambitions with strategic financial planning.
8. Retirement Security: Build a comfortable retirement nest egg through consistent savings.
9. Asset Acquisition: Plan and invest for big-ticket asset purchases, like cars or property.
10. Speculative Investments: Grow your wealth through strategic speculation investments, like stocks or commodities.
