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NEHA FINANCIAL SOLUTIONS @UC-JKQCHkgWlq2AjncjDVqAQ@youtube.com

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BASIC KNOWLEDGE FINANCIAL INVESTMENT PLANNING BY CHETAN SHAH


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BASIC KNOWLEDGE FINANCIAL INVESTMENT PLANNING BY CHETAN SHAH

FINANCIAL PLANNING CAN BE DONE THROUGH VARIOUS BASKETS OR MIXTURE OF COMBINATION . SUCH AS

LIFE INSURANCE POLICY , STOCK MARKET , MUTUAL FUNDS , PPF , POSTAL SERVICES , REAL ESTATE , CRYPTO CURRENCY , FIX DEPOSITS ETC.

INVESTMENT DEPENDS UPON RISK APPETITE AND INVESTMENT AMOUNT OF THE INVESTOR ALONG WITH DURATION OF INVESTMENT.

HEALTH AND GENERAL INSURANCE IS ALSO 1 TYPE OF INVESTMENT.

THUMB RULE APPLIES FOR MOST OF THE INVESTORS.

LIFE INSURANCE POLICIES , PPF , FIX DEPOSIT , MUTUAL FUND , MEDICLAIM AND GENERAL INSURANCE FORMS THE BASIC BACKBONE OF INVESTMENT.

INVESTMENT BROADLY DIVIDED IN DEBT , EQUITY , LIQUID AND RISKY FUNDS.

FROM INSURANCE POINT OF VIEW ENDOWMENT , WHOLE LIFE , MONEY BACK , PENSION , ANNUITY , TERM INSURANCE CAN BE BOUGHT KEEPING IN MIND THE NEED OF INVESTMENT BE IT RETIREMENT , CHILD , OLD AGE , PERIODIC RETURNS , WEALTH CREATION PLANNING.