Is a gap between what you are accumulating & what you actually need to achieve goal
Random Investment Made - No Goals TaggedAssumptions at today's cost v.s future value (Inflation)Mismatch in timelines, Risk Management & Products - Match Portfolio to timelinesUniform Risk Throughout time period - Gradual shift or your asset allocation (From Moderate to conservative as you aproach your goal)Information on financial products and related services
Mutual funds are investment products that provide diversification across different asset classes.
PMS provides expert-managed, personalized investments to grow wealth and diversify portfolios.
Insurance products help cover health and life-related risks.
Higher allocation towards property or fixed income instruments.
Exposure across multiple mutual fund schemes.
Investments made through New Fund Offer (NFO) routes.
Selection based on recent mutual fund performance data.
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