Financial assessment in India is generally perceived as something that only the wealthy need. That’s a big mistake, though.
How do you generally travel to your destination? You figure out the route, the means of transport, and carry the required luggage. Likewise, you can reach your financial goals through proper planning.
So, you need financial assessment to tell you what liabilities are in your baggage, which investment vehicle would get you to your goal, and what should be your investment pattern along the route.
For instance, when you are young and have a high risk appetite, it could be recommended that you invest a lot in equities. This is so that even if the markets don’t perform as anticipated, you can sustain for a longer duration, by which time the historic averages of return will come through.
But when you are older, your financial assessment would advise you to go for the National Pension Scheme India, so that there’s a regular pension available to you from a very low-risk investment option.
This is just a general example. Actually, financial assessment in India is as comprehensive as abroad. You get investment options customized just for you based on:
● Your income and expenses
● Your financial goals
● Your risk appetite
And that is not all. You get to select from a variety of financial products offered by multiple public and private enterprises. So, get your financial assessment done today.
How do you generally travel to your destination? You figure out the route, the means of transport, and carry the required luggage. Likewise, you can reach your financial goals through proper planning.
So, you need financial assessment to tell you what liabilities are in your baggage, which investment vehicle would get you to your goal, and what should be your investment pattern along the route.
For instance, when you are young and have a high risk appetite, it could be recommended that you invest a lot in equities. This is so that even if the markets don’t perform as anticipated, you can sustain for a longer duration, by which time the historic averages of return will come through.
But when you are older, your financial assessment would advise you to go for the National Pension Scheme India, so that there’s a regular pension available to you from a very low-risk investment option.
This is just a general example. Actually, financial assessment in India is as comprehensive as abroad. You get investment options customized just for you based on:
● Your income and expenses
● Your financial goals
● Your risk appetite
And that is not all. You get to select from a variety of financial products offered by multiple public and private enterprises. So, get your financial assessment done today.
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