Sync up your Life Goals & Portfolio

About the Course

Instead of following the traditional approach of first creating an investment portfolio and then using the returns from it to meet goals as they arise, it is more effective to first identify an investor’s goals at different stages of his life and to then fund and invest for each goal separately.

Goal-based investing helps investors to achieve their financial goals by mapping their investments to their goals keeping in mind their time horizon, risk profile, inflation and other factors such as their income, age and financial responsibilities.

This course provides a roadmap to fulfill needs and aspirations by making your money work in sync with your specific goals and increase your investing confidence.