Investment Planning and Management

Investment Planning is the Part of financial Planning that pertains to the allocation of investment assets. The basic idea to save is to use it when we face emergency (i.e., deficit in our cash flow). To ensure that your saving money’s grow well to take care of our future financial dreams to reap adequate benefits from it, it is very important to begin a proper investment planning.  It is an ongoing process of relating a person’s ever changing situation to financial objectives within a constantly altering financial setting. Investment planning begins after you have taken into account your current and expected income level and have laid down your life goals.

Investment Management focuses on asset selection and apportionment. The allocation process will incorporate the relationship of different asset attributes within the portfolio. The ultimate objective is to moderate risk and attain a sufficient return to meet the client goals. Investment management focuses on identifying effective investment strategies according to a person’s tolerance and capacity for risk and life goals