What is Investment Planning?
Investment planning is your path to a secure financial future. It's about strategically managing your assets, setting and achieving your financial goals, and creating a comprehensive retirement income strategy.
By aligning your investment plan with your financial personality, you can build a solid foundation for lasting financial well-being.
How can we help you with Investment Planning
Asset allocation and diversification
We will assist you in balancing and diversifying your portfolio across various asset classes to optimise returns and minimise risks.
Financial milestone planning
We will work together to define your key life goals, like buying a home, funding education, or planning for early retirement. Then, we will create a clear plan to achieve them.
Investment research, monitoring and rebalancing
We will closely monitor your portfolio’s performance and make necessary adjustments to ensure it aligns with your goals and current market conditions.
Retirement investment strategy and income planning
We will create a retirement investment strategy that supports your desired lifestyle and plan a reliable income stream to sustain you during retirement.
Case study
Financial milestone planning and projections for Kabir
Client background
Kabir is a highly skilled 30-year-old software engineer residing in Noida with his wife and two young children. Despite a solid financial standing, Kabir is keen on meticulously planning for his future financial milestones to ensure stability and achieve his life goals.
Goals
Saving for sister's marriage
Home purchase
Car purchase
Kids higher education
Retirement corpus building
Current financial situation
Investment Planning with an Advisor vs. without an Advisor:
Achieve your financial goals with smart Investment Planning.
Schedule your 1st consultation for FREE
What do you get with 1 Finance?
Customised Asset Allocation
Our detailed financial analysis goes beyond the basics. We consider your risk tolerance, time horizon, and financial goals to craft a personalised investment portfolio. This balanced approach minimises risk while maximising growth potential, giving you the confidence and a clear roadmap to achieve your dreams.
Mutual Fund Evaluation
Managing mutual funds can be complex, but with our detailed evaluation, we'll guide you in optimising your investments, reducing excess commission costs, and ensuring your portfolio is of the highest quality, leading to better financial outcomes and peace of mind. Additionally, we also assist you in transferring your regular mutual funds into direct mutual funds.
Networth Projection
Our in-depth net worth projection goes beyond a simple number. We factor in your income, expenses, financial milestones, and potential future events, like retirement or education costs. This personalised approach helps you visualise your wealth steadily growing, ensuring you're financially prepared for whatever life throws your way.
Optimise your investments with our calculators
Create your personalised investment strategy today with 1 Finance
Qualified guidance and personalised advice.
Holistic planning covering all aspects of your financial life.
Integrated strategies for growth and secure retirement income.
Mutual fund evaluation to save on commissions & optimise returns.
Ready to plan your investment future?
With a solid investment plan, you can achieve your financial milestones and live comfortably in retirement.
Schedule your 1st consultation for FREE