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A financial goal is a scientifically defined financial milestone that you plan to
achieve or reach. Financial goals comprise earning, saving, investing and
spending in proportions that match your short-term, medium-term or long-
term plans. Every financial goal will have the following three details associated
with them:
- What is the purpose?
- How much money is needed?
- How much time? (usually in years)
Emergency funds, retirement corpus, home purchase, car ownership, debt
clearance etc are all examples of financial goals.
What is Goal Planning?
How to Prioritise your Financial Goals for
Investment?
Plan Your Dreams Now!
Click Click
Thank-You

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Goal Planning.pdf

  • 1.
  • 2. A financial goal is a scientifically defined financial milestone that you plan to achieve or reach. Financial goals comprise earning, saving, investing and spending in proportions that match your short-term, medium-term or long- term plans. Every financial goal will have the following three details associated with them: - What is the purpose? - How much money is needed? - How much time? (usually in years) Emergency funds, retirement corpus, home purchase, car ownership, debt clearance etc are all examples of financial goals. What is Goal Planning?
  • 3. How to Prioritise your Financial Goals for Investment?