• 9: Ep 009 - 5 steps to implement a goal based investment plan

  • Sep 27 2024
  • Length: 23 mins
  • Podcast

9: Ep 009 - 5 steps to implement a goal based investment plan

Listen for free

View show details

  • Summary

  • Goal based investing concept is easier to understand but very few investors follow a methodological and bucketed way of managing their finances. In this podcast, Lisa Pallavi Barbora and Ravi Samalad analyse the pros and cons of this approach, which kind of investors it is ideal for, how to go about identifying your goals and use the right asset classes to plan for your short, medium and long term goals.
    Log on to https://moneyandme.pgimindiamf.com/ (https://www.youtube.com/redirect?even...) to get curated content on personal finance that is in sync with your life stage. All Mutual Fund investors have to go through a one-time KYC (Know Your Customer) process. Investors should deal only with Registered Mutual Funds. For more info on KYC, RMF & procedure to lodge/redress complaints, visit pgimindiamf.com/IEID (http://pgimindiamf.com/IEID) . This is an investor education and awareness initiative by PGIM India Mutual Fund. Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.
    Show More Show Less
Show More Show Less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about 9: Ep 009 - 5 steps to implement a goal based investment plan

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available