Investment Planning
Investment planning is a process that allows you to grow, rather than just maintain, your savings for greater financial rewards in the future. Investment planning requires the assessment of many different investment options to choose the right vehicles for your assets, such as stocks, bonds, and mutual funds. Working with an investment planner in FinEdge Services will offer you the benefit of professional knowledge and experience when developing and maintaining your investment portfolio.
Understanding Your Financial Goals
Our investment planning process starts with understanding your financial goals, investment objectives, risk tolerance, and existing investment pattern. Such comprehensive client profiling exercise helps us evaluate your risk appetite and understand your investment objectives, which are considered while developing your investment plans.
Investment Plan
Based on your financial goals, wealth requirements, investment horizon, and risk profile, we forge a suitable asset allocation plan for you. In this step, we evaluate and realign your existing investments as per the stipulated allocation plan.
Portfolio Construction
From our wide range of investment avenues, we hammer out a portfolio solely based on your requirements and design appropriate solutions to implement your investment plan. This stage involves the execution of investments in debt, equity, structured products, or alternative asset classes as suggested by the asset allocation plan.
Portfolio Maintenance
We regularly monitor your investments and periodically suggest rebalancing in the portfolio for maintaining the asset allocation or aligning your portfolio to maintain the planned asset allocation or to adapt to changes in market dynamics that might affect your investments.
Periodic Review
As your investment preferences or financial goals may change over time, we periodically review your portfolio with you to discuss and implement any changes in asset allocation or portfolio strategy—all towards the fulfilment of your financial goals.
Looking For An Investment Planner?
- We understand your financial goals
- We create and manage your investment portfolio
- We guide you through your investments
- We provide you with the best client service