Financial Goals


Financial planning is a step-by-step approach to meet one’s life goals.

A financial plan acts as a guide as you go through life’s journey. More importantly, you need to have money at the right point in time.

For example, if you want to build up a corpus of Rs. 10 lakh for your daughter’s college education through investments, you need to grow this amount by the time she turns 18. Not a year later. This is where financial planning becomes essential.


There are numerous practical benefits to financial planning. It helps you to:

  • Increase your savings
  • Enjoy a better standard of living
  • Be prepared for emergencies
  • Attain peace of mind
  • To tackle inflation
  • To manage your money in the best possible manner

The importance of personal financial planning cannot be ignored. It is not just about increasing your savings and reducing your expenses. Financial planning is a lot more than that. This includes achieving your future goals, such as:

  • Wealth creation
  • Retirement planning
  • Buying Dream Home & Car
  • Child’s education
  • Saving tax

Benjamin Franklin has rightly said, “If you fail to plan, you are planning to fail.” You may have several different financial goals you wish to achieve but to reach them at the right point in life; you need to have a financial plan in place at a very young age.

THE PROMORE EDGE : We not only plan financial goals but also ensure they are in check as what you need now may not be exciting few years later. Our Periodic reviews will also help you to understand if the performance of the plan stands true to your expectations.