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Do you set financial goals for yourself? What are your goals for the next 1 year? How about 3 years from now? 5 years? 10 years? What are your aspirations and financial responsibilities in life?
Goal Planning is the first step in successful goal achievement. It marks your first point toward success. It’s when you switch from a passive state to being involved in life. When you set goals, you think ahead, after which you can create your action plan. Even if things don’t go according to plan, that’s okay as you can review, adjust your plans, and then steer your life toward your vision.
Once you know your financial standing, the next logical step is goal setting to remedy the weak spots in your financial health. The long journey of goal planning starts with a step. The first step is to identify your goals. The next would be to break these goals down into measurable goals- short term (less than 1 year), medium-term (1 to 3 years), and long term (5 years and more).
Say you have a goal – You want to be win a marathon.
Will you analyse your strengths and weakness and practice accordingly or will you do no practice and
directly run a marathon?
In which scenario are you chances of winning higher?
This is what a financial Plan does.
1. It helps you clearly define your goals.
2. It estimates the amount you may need to achieve those goals.
3. It show you how to accumulate the said amount.
…thereby making your success inevitable.
We are Registered with AMFI
Date of Initial Registration: 22-Nov-2003
AMFI Registration Number: 15805
Current Validity of ARN: 27-Sep-2025
01 Skyline Society Near Naturals
Ice-cream C-Block Road
Ulhasnagar - 421001
Tel: 0251-2708248
Mob: +91 9822112949
+91 9320112949
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.