AMFI-Registered Mutual Fund Distributor

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Investment Planning

Everyone needs to save in rainy days for non-rainy days. Rain harvesting and savings have this common principle and we learned this from nature. Once you have saved enough to take care of emergencies, you should start investing to make your money grow.

Evaluating the best investment options and identifying the investment plans suitable for your financial situation forms an integral part of financial planning process. Investment options should not be selected at random based on popular recommendations. They have to be critically analyzed to evaluate whether they suit your risk appetite or not.

We are the Investment Advisors and Planner in India and we can help you plan your investments with wide array of options from equity, bonds, commodities, insurances, government securities, etc. so that you can reap adequate benefits and achieve your financial goals.

You don’t need extraordinary intelligence to succeed as an investor, you just need to be more rational. It is important that we bring objectivity to every investment decision being made. While defining your investment plan make sure you:

  • Define the goals and the respective time lines when you want to achieve them.

  • Assess your surplus.

  • Assess your risk profile.

  • Diversify the investment allocations based on your risk appetite.

Sometimes with investment management we also have to take care of investors behavior management. We don’t have to be smarter than the rest. We have to be more disciplined than the rest. A proper investment plan has the potential to bridge the gap between your dreams and reality. However, your behavioral biases limit this potential thus creating a difference between your expected returns and actual results.

The Investment options which you undertake has to meet your risk appetite parameters and should be in sync with your goals. Even the best Investment planning services in India have to address your risk tolerance levels. In your quest to invest in the best investment plan in India, you should not forget your core investment objectives.

Our objective Investment Management will help you to plan your investments. We as investment planners in India will assess your risk appetite and risk-taking ability and recommend an asset allocation plan.

In each asset class our planner will recommend a specific set of instruments. Once you decide on the instruments we will also help you execute the investments. The Ajay Lakdawala Enterprise India will be the one stop shop for you to plan in detail and execute your investment decisions.

We provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions. you can expect a personalized investment plan based on your current financial state and goals you want to achieve. You can channelize your savings, get better rewards and monitor the performance of your investments. We also send you regular updates on the performance of your portfolio. Besides we will recommend any changes to your portfolio which would be driven by your objectives, goals timeline, portfolio performance as well as our view on the asset classes.