Goal planning

Delivering Successful and Innovative Investment Solutions

Goal Planning

The process of identifying something that you want to accomplish and establishing measurable goals and timeframes. When you decide on a financial change to save more money and then set a certain amount to save each month, this is an example of goal planning.

Retirement Planning Calculator

WHY SLM ?

Your Planning Partner

Honest and Transparent Advice
We keep our clients informed about financial plan
Planning your goals basis your personal profile
Understanding your risk appetite
Goal-based Asset allocation in Mutual funds
Dynamic 'goal-Based' reporting and tracking