Life Stage, Goals and Risk Profile

While planning investments,risk profiles are related to age, life stage or the expected timescale of an investment.

1. Life Stage

   Your life stage will be key in determining the priority of financial goals/events that you need to plan for...
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2. Define Key Goals

   So after you have provided for emergencies, it is now important that you define your key goals. At the cost of being repetitive...
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3. Know Your Risk Profile

   It is very important to first understand your own risk profile before you start investing. You need to check for risk attitude as well as tolerance...
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4. Define Asset Allocation

   Asset allocation decision is about dividing the investments between asset classes such as equities, cash and money markets equivalents, bonds, insurance, real estate, derivatives. Commodities, antiques and art, international financial instruments.
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5. Manage Key Documents

   It is important to maintain a systematic record of all investments and insurances, income tax returns, bank statements, so that you have a snapshot view of your net worth at any given point of time, your diversification into different assets...
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6. Take Control of your Money

   To ensure that your money works for you and not the other way around, you need to constantly monitor your investments to ascertain that they are headed in the right direction and that they are still in sync with your...
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