Target investment plan
Target Investment Plan is defined as a Goal-oriented, well defined mutual fund investment
plan which can help our clients achieve their financial goals within a specific
time frame. This goal can be financial or aspirational in nature and the time horizon
associated with it should range from medium to long term in nature.
The key features of TIP are to plan multiple goals and set a target amount and period
for each goal, Invest in a scheme from our recommended advisors from MF schemes.
Target Investment Plan follows the key principle of investing less when prices are
high and more when prices are low results in cost averaging over a period of time.
The Best Target Investment Plan is a goal-based investment approach where the investor
can customize his investment according to his goal. Goals under Target investment
plan can range from the Purchase of a vehicle, planning a holiday to Child Planning
and retirement planning. With such a vast variety of goals, the strategy to fulfill
that goal is highly customized, practically tailor-made for the benefit of our clients.
It begins with the end goal in mind and works toward a target period. Our
mutual fund advisors are instrumental in developing this plan, hand in hand
with the comfort of the client.
It involves a monthly/bi-monthly investment in Mutual Funds processed automatically
through direct debit from the client's bank account. These funds are then invested
into Mutual funds (AMC’s / Call Money market / Debt funds / Liquid funds) as agreed
upon by our advisor and the client. The core benefit taken here is of compounding
returns over an investment averaged out over a period of 5-10 years, reaping fruits
and fulfilling client targets. Target Investment Plan helps you invest in line with
the key investment principle of investing less when the price is high and investing
more when the price is low. A target Investment plan consists of things on which
our advisors can guide you such as monthly investment and investment strategy.
Target Investment Plan consists of things on which our advisors can guide you such
as monthly investment, investing strategy, compared to
SIP, complex during volatile markets and market timings. TIP acts as a risk
mitigator during volatility in
Equity markets. Although all AMC’s eventually invest their funds within
a basket of equity and debt markets and hence are subject to market volatility and
risks. Our advisors will facilitate our clients to customize the Best Target Investment
Plan for their individual self or their families keeping in mind their risk appetite,
tax planning requirements, long term goals, and other market attributes.
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