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Every individual has financial goals that he needs to reach in the short, medium or long term period. Investing regularly to be able to reach the respective financial goal is called goal-based investing.
At Value+ Investments, we help to identify your Financial Goals and to achieve them by Systematic and Regular investments.
Get Started Now!!SIP can be your ideal partner in this journey of meeting financial goals as it is an adaptable investment facility. SIP ensures effective planning as you can invest an amount for each goal regularly from your savings. As SIPs can be separated for each goal, it ensures clarity of how much you have achieved so you do not need to sacrifice one goal for another.
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Retirement Planning is the process of planning and managing your current income and expenditures, with respect to savings/investments, in order to ensure that your required financial goals for the post retired life are met.
Planning for a dream home starts with regular savings and investments. One needs to determine how much money needs to be set aside in order to buy his/ her dream home in the projected time-frame. Lower the duration, higher the investments should be.
If you want to gift yourself some memorable holidays, you should consider starting a Vacation Fund. All you need to do is just set aside a fixed sum specifically for your vacation, the potential additional gains which you may earn can be an added bonanza for your splurge.
Do not let money come in between your child’s aspirations. Start regular savings or investments, if not early, along with your child’s pre-primary education. So, while your child gains knowledge, your investments are likely to turn into wealth with time and the same will take care of the higher costs for professional studies.
Marriage expenses can be cumbersome given the changing trends in celebrations and cost inflation. Let not the inflation hole swallow the big wedding plans for your child. A nominal saving started at an early age specially for your child’s marriage can go a long way in meeting the future costs.
