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Goal Planning
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When we start our investment journey, we usually start with 2 questions:
Where should I invest?
How can I get maximum returns?
While ‘where’ and ‘how’ are important questions, it is crucial that we first ask
ourselves “why”. As world renowned author and speaker Simon Sinek says, “Start with why.”
In finding the answer to “why should I invest?” we try to find a destination for our
investment journey. We find a goal.
Setting a goal is the first step towards achieving it, and therefore it is of utmost importance.
However, goals can’t be “I want to invest so that I can maximize earning”, or “I
want to invest to generate returns”. These are mere wishes, not goals. The
difference between a wish and a goal is that a wish can be limitless, it can be
anything, but a goal must be SMART.
A goal must be- Specific. Measurable. Achievable. Relevant (Realistic). Time-bound.
Only then, proper planning is possible.
We at Step Ahead are committed towards planning and achieving your SMART goals. Some of which are:
Retirement planning
Perhaps the most important, yet most ignored goal.
We think we have a lot of time. We forget that money has a lot of time to inflate too.
E.g. Rs.100 in 1981 was equivalent to Rs.1125 in 2016. Source: Inflation index
table of India.
Child’s education planning
As important as retirement planning. India’s education inflation rate is close to
10%, which means cost of acquiring a degree is doubling every 7 years.
Marriage planning
In our country, marriage expenditure has always been a determinant of social and
financial status of a family. Proper planning for marriage expenses is essential in
order to avoid a big hole in the pocket that might become irreparable.
Emergency Corpus planning
Future is unpredictable. And sometimes it can be unfortunate, as has been evident
since the Covid-19 pandemic. Planning and creating a corpus for emergencies
provides a cushion to fall on when we take a tumble due to some unforeseen event.
Looking for financial solutions for a better tomorrow?
Request for a call today
