Financial Planning is a systematic approach that helps you achieve your financial goals. It involves analyzing your income, expenses, investments, and future needs to create a solid roadmap.
This involves investing without a specific goal to grow your money over time. It is for long-term investments, such as for retirement or unplanned future expenses.
This is a targeted approach where every investment is tied to a specific goal (such as a car or house). The amount, time, and risk tolerance are decided in advance.
The goal is to maintain a comfortable lifestyle after retirement. Investments are made keeping your living expenses and inflation in mind.
Creating a fund for your children's high-quality education. Long-term SIPs are used to cover tuition fees, housing, and other expenses.
The goal of this planning is to accumulate money for wedding expenses. This is a long-term investment where inflation is also considered.
These are short to medium-term goals. A plan is made for savings and investments for the down payment or the entire amount, so you have less dependency on a loan.
Myfolios is a paperless mutual fund investment portal run by Atul Shrivastava. We are registered with AMFI under **ARN - 145870**. Our aim is to make the investment process easy and transparent for you.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully. Returns are not guaranteed, and past performance is not an indicator of future returns.