9: Ep 009 - 5 steps to implement a goal based investment plan Podcast By cover art

9: Ep 009 - 5 steps to implement a goal based investment plan

9: Ep 009 - 5 steps to implement a goal based investment plan

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 Goal based investing concept is easier to understand but very few investors follow a methodological and bucketed way of managing their finances. In this podcast, Lisa Pallavi Barbora and Ravi Samalad analyse the pros and cons of this approach, which kind of investors it is ideal for, how to go about identifying your goals and use the right asset classes to plan for your short, medium and long term goals.
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