Goal Based Financial Planning

There are approximately more than 500 schemes in Mutual fund . We strictly suggest schemes as per client need .
Before recommending scheme we study Investors Existing Assest Allocation, Taxation ,Goals, Risk Appetite and time horizon .
For short term Goals- ( Buying car, Vacation ) ( 1-3 years ) we suggest Mainly Bond fund
For Medium Term Goal ( 3-5 years ) – we suggest Dynamic funds
For Long term Goal- Child Education / Marriage / Retirement ( 5 years Plus )- We suggest Equity funds / Balanced funds