A Complete Investment Plan For
A LUMPSUM CAPITAL INVESTMENT
Optimal Returns On Your Lumpsum
Capital Investment.
Integration Of Your Life Stage
With Your Investment Goals
Guide To
Prudent Investment Planning:
IDENTIFY NEEDS AND RISKS You should be clear
about your investment goals
SET GOALS - GROWTH / INCOME
/ COMBINATION Your life stage and
existing net worth position will determine your goals
LIQUIDITY
vs SAFETY vs RETURN These are the
3 parameters based on which any investment decision needs
to be made. Prioritize
DEFINITION OF TIME HORIZON
IS CRITICAL Over the long term
, most risks get mitigated
ASSET
ALLOCATION IS THE KEY The key to any
investment decision is identification of asset classes and
investment vehicles and allocation thereof. Do not try timing
the markets. Move as per your plan
DIVERSIFICATION
IS IMPERATIVE Different asset
classes perform differently during the same time period.
Spread your risk across asset classes
RETURN IS DIRECTLY PROPORTIONAL
TO RISK There are no free parties