Topic to Discuss:

– Importance of Goal Based Financial Planning
– Types of Realistic goal that one should target
– How to set goals for Short-Medium-Long Term & ways to achieve it
– What all should the retail investors be mindful of before starting Investments
– Which category of funds should investors consider when investing via Mutual Fund
– Where to Park your corpus if you need them in Less than a Year
– In which category should an investor allocate funds with Investment Horizon of 4 to 6 Years, 6 to 8 Years, or 8 and above respectively
– Significance of investor’s risk profile in line with investments
– Mistakes one should avoid

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by Amit Kukreja