How to do Financial Planning

Normally people always think it is not really possible to fulfil all their goals or dreams without having a High Salary or belonging to a rich family. But it is not the truth. With the help of Financial Planning, you can achieve all your life goals or dreams

  1. Visit website: www.mutualglobe.com
  1. Click on tab “Login Mutual fund Dashboard”
  1. Login to: Investors Login
  1. In the left side of the “Dashboard”, menu bar appears. Select option “Utilities” then “Goal Planner”.

5. On clicking on “Goal Planner” the below screen will appear  with different types of “Goal”.

6. From the above you can select any goal and you have to put some of the inputs and click on save button. You will get the final output:

Education Goal:

For Marriage Goal:

For Vacation Goal:

For General Goal:

For Home Goal:

For Vehicle Goal:

7. You will get the following result by putting the inputs. Let’s take example of Education Goal:

It will tell you from much your current investment is short for meeting you goal

Goal Status: Here it will suggest you for SIP or Lump sum investment to meet your goal.