GOAL PLANNING AND BUDGETING

AMFI-Registered Mutual Fund Distributor

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Goal Planning And Budgeting

If you are not sure about the different goals or have challenges in aligning your budget for the investment purpose, then monthly / yearly budget will be created projecting the cash flows, income and expenses and identify the areas where cost / expenses can be optimized. The different goal based planning are like your kids education, kids’ marriage, self-retirement, loan closure, tax planning..etc

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