#4 Financial GoalsYou Should always Plan

# 1 Kid’s Education

Challenge How to Plan

• Costly Education- Child Educationgets costlier

• Non Extendable – Education Goalcannot be rescheduled anddelayed .

STEP 1- Find the Amount of theTotal Education charges as perpresent cost

STEP 2- Add Inflation and Taxes

STEP 3- Start Saving in an SIP andreview periodically

#2 Vacation

Challenge How to Plan

• Rising Costs – Hotels andTravelling cost going up

• Frequency of Vacations- Withpresent hectic lifestyle we oftenplan for short vacations every sixmonths

STEP 1- Find the Frequency ofVacations. Yearly/Bi-yearly etc.

STEP 2- Expected expense pervacation added with inflation

STEP 3- Start SIP for the rightamount to cover whole lifevacation expenses

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# 3 Retirement

Challenges How to Plan

• Inflation- Prices of Daily needsgoing UP

• Which product to choose- What isright product to invest for myretirement Funds

• Taxes- Taxes could eat into myretirement savings returns

STEP 1- Find the Monthly Amount you require

STEP 2- Add rate of Inflation

STEP 3- Find Right mix ofInvestment products as per yourRisk Profile

STEP 4- Start Saving Regularlywith an SIP and reviewperiodically

# 4 Lifestyle

Challenge How to Plan

• Inflation- Lifestyle products aregetting costlier

• Unplanned expenses- Most oflifestyle expenses are Unplannedand are more of Impulsivebuying's

STEP 1- Keep 5% of monthly savingsin a Separate Savings funds

STEP 2- Invest this Fund in Long term SIP

STEP 3- Withdraw the money as and when required

Right Approach

Risk ProfilingKnowing-

Risk Capacity- How muchRisk you can afford to take

Risk Attitude- How muchRisk you want to take

Financial GoalsKnowing-

All Financial Goals of the life

The Inflation adjustedamount required to meetthem

Right Portfolio

Investment Products rightas per risk profile

Portfolio which is taxefficient

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