Goal based Investing : What Is It and How To Do It ?

Goal based investing is a process of converting your wants/needs like home purchase, child's education, wedding etc. into clear actionable financial goals. In this podcast, we are going to discuss:

0:00 - What is Goal based investing
02:42 - 6 key ingredients of Goal-based investing
06:02 - Goal-based investing with example of a car purchase

You can learn more about #Daulat below:

Website: (https://daulat.co.in)
Instagram: (https://www.instagram.com/daulatindia/
Twitter: (https://twitter.com/DaulatIndia)
Facebook: (https://www.facebook.com/daulatfinance)
LinkedIn: (https://www.linkedin.com/company/daulat-india/)

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Varun is the Founder & CEO of #Daulat. Prior to starting this, he worked with some of the world's biggest investment institutions like Blackstone and Bloomberg in their Hong Kong. This give him a front-row seat on how these firms manage wealth/money for the wealthiest individuals. He plans to disperse this knowledge now and bring the benefits of wealth-creation to every Indian.

Varun graduated with distinction in Finance and Information Systems from the HKUST Business School at The Hong Kong University of Science and Technology. He is a NiSM-certified (Series X-A and X-B) Investment Adviser.

Тэги:

#mutual_funds #sip #goal_planning #personal_finance #investing #investments #money_management

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