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9: Ep 009 - 5 steps to implement a goal based investment plan
Manage episode 442203954 series 3516465
محتوای ارائه شده توسط Smart Investing by PGIM India Mutual Fund. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Smart Investing by PGIM India Mutual Fund یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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.
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