INVESTMENT TACTICS

Goal-based Investment Strategy can Work Wonders for your Future!

Learn how Vibgyor FinServ helps you to become financially liberated!

At Vibgyor, all our efforts are channelized to make our Clients and the Common Public realize the wonders of disciplined investing. Using our expertise and experience, we develop GOAL-BASED financial plans for you that some important principles and full-proof strategies.

Goal-based Financial Plan Full-proof Strategy to Help you Achieve Financial Freedom

At Vibgyor FinServ, we understand that goal-based financial planning is the only way you can achieve financial freedom and achieve your financial goals. Because without any direction, you would end up getting lost. Without a clear picture, you would not be able to accumulate the money you require at a future stage for any specific Financial GOAL

We create a Financial Plan using TIME LINE and Inflation to arrive at a Correct Investment Strategy. Hence, we rely ONLY on financial calculators and spend a considerable amount of time in devising a hand-written financial plan to help our clients invest prudently and achieve goals.

Defining Inflation-adjusted Corpus Requirement The Only Way to Make your Money Actually Grow

Before anything else, it is important to have a clear idea of the amount you would require. INR 1000/- today will not be the same after one year. That is because of the impact of inflation. Everyone hears about inflation but while making an investment, no one considers that the amount you are accumulating for the future should have the ability to beat the inflation rate.

Periodic Portfolio Evaluation & Right Asset Allocation The Key to Keep Going in the Right Directionr

Only setting a goal and start moving in the direction will not promise best results. In a dynamic financial environment, it is important to fine tune your investment and align them to changing goals and growth metrics. Without periodic evaluation and right asset allocation, you will not be stuck in turbulent tides and might even lose your hard-earned capital.

That is why we believe in balancing your portfolio with the right funds and instruments that are in sync with market condition and your personal goals.

Investing is Similar to Traveling Without a Proper Itinerary/Plan, you are up for a Shock!

Just like traveling, investment should never be done impromptu if you really want to make the best out of your time and money. Understanding the scenario, timing your move and having an expert advisor will not only give you the best returns but will also ensure you have a pleasant experience.

To make your investment experience beneficial, we identify your future needs by finding answers to the following questions:

– What are your financial goals?
– How much time you have in hand to achieve your goal?
– How much money (Corpus) is required to achieve the goal
– What is your personal risk profile?

Based on the above questions, we identify the most appropriate financial instrument, guide you about when   to start investing and in turn become your dependable financial wellness expert, just like a travel guide!