When it comes to investing….
The only goal that matters is Yours….
We want to know what makes you happy, so we can help you save, invest, and stay disciplined in order to achieve your financial goals, so when it comes to investing, your happiness is the only goal that matters, you can stop worrying about money and live a Happy & Wealthy life.
We are a goal-based investment service provider that helps thousands of families to save and invest wisely in order to have happy & wealthy life.
“An investor without GOAL is like a traveller without a destination.”
To start the goal-based investing process, you must first decide your financial goals / destination. Even if you have a general idea of your goals, such as retirement, a trip to your favourite destination, children’s education, etc., you’ll end up going around in circles unless you have a goal to work for. For example to commute, we select a vehicle based on the distance to the destination; like,
if the distance is between 10 and 50 Kms, you use a motorcycle/car; (short- Low speed vehicle)
if the distance is between 100 and 300 Kms, you use a car or train; (medium – Moderate speed vehicle)
if the distance is between 500 and 1000 Kms, we will prefer train/flight; (long-aggressive speed vehicle)
and if the distance is above 1000 Kms, we will almost certainly choose flight. (long-aggressive speed vehicle)
As a traveller, you select a vehicle depending on distance and destination; similarly, you must select investment options/vehicles based on your goals. If you plan ahead of time, you will have a much easier time achieving your goals. The rest will fall into place if you know what you want and when you want it. Basically a goal is a dream with a plan and a deadline.
This is your journey; these are your goals and dreams. You are the one who controls the wheel. We ensure that you reach your goals on time……