Path2goal Investments

Path2Goal enables you to meet their financial goals by navigating you in the right direction. Many of us struggle with personal finance, not knowing how much to invest for retirement, where to invest etc. Our asset allocation is not well thought out & we lean on generalized advice picked up from social media, family/ friends. This just doesn’t work in the long run, as what is right for person A isn't necessarily advisable for Person B. Path2Goal helps you with the following: 1. Creating goal based investment plans, customized basis your existing financial situation, financial goals, risk appetite, time horizon, among other factors. Not just plan, but executing as well. Review of your existing stock & mutual funds portfolio 3. Regular reviews with you to monitor your progress towards your goals. Wealth protection: finding the right life & health insurance policies for you. We also conduct financial wellness workshops for corporates to provide right frameworks to their employees for managing their money. DM us for more details. We are AMFI registered Mutual Fund distributor & APMI registered distributor for Portfolio Management services (PMS).