Investment Strategies FAQs

Financial planning is a comprehensive evaluation of your current and future financial state. It involves setting life goals (like buying a home, children's education, retirement) and creating a roadmap to achieve them through investments, insurance, and savings.

A financial plan gives you direction and discipline. It helps you balance your needs and wants, ensures you are prepared for emergencies, and helps you achieve your long-term goals without financial stress.

The best time to start is NOW. The power of compounding works best when you give it time. Even if you are in your 20s with a small income, starting early can create massive wealth over 20-30 years.

It is recommended to keep at least 6 to 12 months of your monthly expenses (including EMI and insurance premiums) in a liquid fund or savings account as an emergency fund.

Absolutely. Risk management is the foundation of financial planning. Before investing for growth, you must ensure you have adequate Term Life Insurance and Health Insurance to protect your savings from unforeseen events.

We provide goal-based investment planning as part of our mutual fund distribution service. We help you map your investments to your goals. We do not charge a separate fee for this as we earn commissions from the products.