FOUNDER
Bharat Bhushan
People are born unequal in terms of capabilities and resources
But, there is one thing that we all can equally enjoy. "Time"
"What you create out of that time totally depends on you" !!
A financial plan is a formal statement of personal goals, reasons they are attainable, and plans for reaching them. It may also contain background information about the individual and advisor team attempting to reach those goals..
Investment plans may be "need" or "wants" focused. "Need" focused plans target goals that are important to achieve to sustain a stable lifestyle.
Wants focused plans target changes in perception and preferences of the Individual, or family members.
When the existing plan is to assume a major change or when planning a new goal, a 1 to 2 year plan is required, because effectiveness of the plan and investment returns can be judged in the time frame.
INVESTIFY.in is made with a clear goal to help all those are struggling with Personal Financial Management & Investing
In this industry, all that matters is "Ethics" & "Integrity".
Knowledge is freely available everywhere. Professional application brings the edge with Strategic & Emotional Excellence
I am always open to any discussions regarding Process & Service improvements