MT Invest Track

All of us have some dreams in life – be it buying a dream home, a car, children’s education, their marriage, travelling abroad for leisure, retirement, amongst host of others. In parlance to personal finance, all these are financial goals; because after all, along with emotions they carry a monetary value. You see, for your dreams to convert into reality there’s no other alternative to effective planning. 

Our experience narrates that many people often have infinite financial goals with limited income. They don’t know where to start from for achieving these goals and which path to follow. While being ambitious is good, it is vital that you know the path you’re travelling to, for you to reach the desired destination. 

Myths about Financial Planning

​

Too Young For Saving & Financial Planning

Just remember it’s never too early to start a good habit. Good habit here includes budgeting your expenses, defining your financial goals and start investing in the right financial products which can help you to achieve your goals. In fact, there is an advantage of Financial Planning at an early age; you can take the benefit of power of compounding on your investments because of longer investment horizon at your recourse.

​

Only Wealthy Individuals Can Multiply

Financial Planning is not only for wealthy individuals but for you to become wealthy. It is for all those individuals who have aspirations and want to achieve them without a compromise. Financial Planning will bring the required discipline for you to be in sight of your financial goals.

​

It's Just Tax Saving Exercise

Financial Planning is just not about tax planning, but it is a more comprehensive exercise. It includes reviewing your existing investment portfolio, planning for your contingency requirement, planning for insurance requirement, planning for your financial goals, Asset Allocation, building an investment portfolio that suits your risk appetite and much more.