Financial Goal Based Investing

Published On: 06-Jul-2017

When we take our family on a holiday, we make several plans – for travel, stay, sightseeing, equipment, food, and other expenses.   Many of these decisions however depend on a crucial factor – our travel destination.  If we travel to Ladakh we will carry woolens and trekking equipment; if we went to Goa we will pack sun screens and swimming costumes.   Our travel plan is defined by the destination.  Similarly, our investments have to be defined by our financial goals.  

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​We may have a long list of things we like our savings to achieve.

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For example, the education of the children.

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We either increase the savings or we choose a higher return yielding investment, and balance the two.

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Mutual funds aims to fund our financial goals .

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