Target Investment Plan

A goal-based investing strategy, the Best Target investing Plan allows the client to tailor his investment to meet his objectives. Goals under the Target investing plan can include retirement planning, child planning, vacation planning, and car purchases. With such a wide range of objectives, the approach to achieving them is extremely personalised, almost specifically designed for our clients’ advantage. It works towards a target time while starting with the final goal in mind. Together with the client’s comfort, our mutual fund advisors play a crucial role in creating this plan.

It entails an automatic direct debit from the client’s bank account for a monthly or bimonthly investment in mutual funds. As decided by our advisor and the client, these assets are then invested in mutual funds (AMCs, call money markets, debt funds, and liquid funds). Compounding returns on an investment averaged out over five to ten years, producing results, and meeting customer goals are the main advantages here. The Target Investment Plan assists you in making investments that align with the fundamental principle of investing more at low prices and less at high ones. A goal investment plan includes topics like monthly investment and investment strategy, on which our advisors can offer guidance.

In contrast to SIP, the Target Investment Plan includes difficult topics like market timings, monthly investments, and investing strategies that our experts can help you with. TIP reduces risk when the equity markets are volatile. Even yet, all AMCs are vulnerable to market risks and volatility since they ultimately invest their money in a basket of debt and stock markets. With consideration for their risk tolerance, tax planning needs, long-term objectives, and other market characteristics, our advisors will help our clients create the Best Target Investment Plan for themselves or their families.