Goal Based Investing
A relatively new approach to wealth management that emphasizes investing with the objective of attaining specific life goals.
Goal-based investing (GBI) involves a wealth manager or investment firm’s clients measuring their progress towards the specific life goals such as saving for children’s education or building a retirement nest-egg, rather than focusing on generating the highest possible portfolio return or beating the market.
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“I found Mr.Shrikant as genuine & professionally qualified. He advised NOT TO OVERBURDEN with Loans & instead invest in HIGH GROWTH FUNDS & it worked well. I strongly refer him…#Advisor Zaroori Hai…”
Jatin Patel, 36
Associate Professor, Navsari Agriculture University