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SIX STEPS TO GOAL ATTAINMENT

Goal-based planning is a holistic approach that maps investors’ goals to their investments in sync with their risk profile, time horizon, inflation, and personal factors such as income, expenses, age and other financial responsibilities. The biggest benefit of goal-based investing is that it allows investors to bucket their money according to a purpose or goal.

Check out the six steps to attain your goals:

• Define goals – what do you wish to achieve
• Classify them into short, medium and long-term goals
• Evaluate the current financial state and future cost of goal
• Measure the risk-taking ability through risk profiling
• Identify investment avenues and allocate your disposable income to different asset classes
• Monitor your investments, rebalance your portfolio and stay abreast of market trends

An Investor Education & Awareness Initiative by HSBC Mutual Fund

Visit https://grp.hsbc/KYC w.r.t. one-time Know Your Customer (KYC) process, complaints redressal process including SEBI SCORES (https://www.scores.gov.in). Investors should only deal with Registered Mutual Funds, to be verified on SEBI website under Intermediaries/Market Infrastructure Institutions (https://www.sebi.gov.in/intermediaries.html). Investors may refer to the section on ‘Investor Education’ on the website of HSBC Mutual Fund for the details on all ‘Investor Education and Awareness Initiatives’ undertaken by HSBC Mutual Fund.

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