Investment Planning Explained…
# Investment
Planning is the Part of financial Planning that pertains to the allocation of
investment assets.
# The basic idea
to save is to use it when we face emergency (i.e., deficit in our cash flow).
To ensure that your saving money's grow well to take care of our future
financial dreams to reap adequate benefits from it, it is very important to
begin a proper investment planning.
# It is an ongoing
process of relating the clients' changing position to financial objectives
within a constantly altering financial environment.
# Investment
Management will focus on asset selection and allocation. The allocation process
will incorporate the interrelationship of individual asset characteristics
within the portfolio. The ultimate objective is the attainment of the
investor’s objective.
# Investment
planning begins after you have taken into account your current and expected
income level and have laid down your financial goals.
# Investment
planning focuses on identifying effective investment strategies according to an
investor’s risk appetite and financial goals. Through investment planning, one
can identify the most appropriate portfolio mix.
