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WE WEALTH GOAL ACHIEVER – SIP Goal Based Capital Builder

People have different financial goals and needs which change over time. Any goal that incurs spending needs to be budgeted and planned for. With proper planning and projections of future needs and wants, we can lead a stress free life today and tomorrow.

There are many different goals you may want to save up for. Take a look at your long-term and short-term goals and have an open discussion with your family about what your priorities are.

Here are some of the ideas for financial goals to work towards:

Emergency Fund

A Contingency fund is the money you set aside for any unforeseen event like loss of job, unexpected medical emergency etc. that will disturb your financial stability.

Paying off a Debt

No one likes having debt hanging over their heads, be it credit cards, car payments, or student loans. Becoming debt-free is a goal of many.

Buying a Home

Everyone has a desire to own their dream house. The decision to buy your dream house should be supported by sound financial planning rather than an Emotional Decision.

Retirement Planning

With people living longer, they need to plan well if they want to continue with the lifestyle they have before retirement. Retirement planning is a process of determining what your retirement goals are and the actions and decisions you need to undertake to achieve these goals.

Child’s Education

Ever parent wants to fulfill their child’s educational needs without compromise. Planning your child’s education is a long term financial goal. With inflation, higher education becomes more expensive with each passing year. Hence, a financial plan to achieve this goal is very important.

Childs Marriage

Every parent wishes to make their child’s marriage a memorable one. Indian weddings are grand affairs which bring along financial strains. It is important to plan and save for this financial goal.

New Car

Maybe you just graduated college, or landed your first “grown-up” job, and now you’re looking for a car that suits your transportation needs. Whatever your situation is, there are a lot of factors to think about before purchasing your first car — the most important one being your budget. Formulating a financial plan to manage this expense is very important.

Vacation & Leisure

Holidays create the best memories. With rising levels of income and higher spending capacities, more and more Indians are taking to leisure travel in greater frequency. Any goal that incurs spending needs to be budgeted and planned for. Travel is one such goal where the amount spent can run into a few lakhs, and hence certainly needs planning. While many people plan their travel bookings three to six months in advance, it is equally important to plan for vacation as a financial goal, much in advance.

Starting your own business

Setting up a new business typically involves a financial investment. If one of your dreams is to be your own boss, this may be a priority for you.

Creating wealth

Even small investments done systematically at periodic intervals can help build a large corpus over time. Putting your money to work early is key to achieving this goal.
At We Wealth we believe than any financial goal however big or small can be achieved through systematic investment planning. We have designed a 7 step process to help our clients achieve their financial goals.

At We Wealth we believe than any financial goal however big or small can be achieved through systematic investment planning. We have designed a 7 step process to help our clients achieve their financial goals.
  • Determing your current financial situation
  • Financial Goal setting
  • Risk Profiling & Return Analysis
  • Identifying the most suitable investment options based on your Time frame & risk profile
  • Creating and Finalizing a financial action plan
  • Executing the financial plan
  • Periodic Review and alignment

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We Wealth Financial Planning 

We Wealth provides wealth creation investments and financial goal achievement strategies to Investors who are seeking a financially secure future.