GOAL BASED INVESTMENTS

 

To get the best from our financial plan and investments, it is necessary to attach a goal to every investment you make. These goals can be short term, medium term or long term. The goals can be specific or can be for accumulation of retirement corpus. Once a goal is attached to an investment, BMFPA will guide you through the investment strategies to achieve the goals. Periodical review of the investments helps in drawing a roadmap for achieving the goals.