Investment Planning


Everyone needs to save for a rainy day. Once you have saved enough to take care of emergencies, you should start thinking about investing and to make your money grow. We can help you plan your investments so that you can reap adequate benefits and achieve your financial goals.

The objective of the Investment Management offering is to help you plan your investments. We will assess your risk appetite and risk taking ability and recommend an asset allocation plan.

Need for Financial Planning:

In each asset class we will recommend a specific set of instruments. Once you decide on the instruments we will also help you execute the investments. Yogesh DPL will be the one stop shop for you to plan, detail and execute your investment decisions.

We will send you regular updates on the performance of your portfolio. Besides we will recommend any changes to your portfolio which would be driven by portfolio performance as well as our view on the asset classes.

Who needs Investment Planning?

Investment planning is necessary for every one who wishes to achieve any financial goal. You have to plan your limited resources to avail the maximum benefit out of them. You should plan your investments to fulfill major needs like:

  • Creating wealth over the long term
  • Acquiring assets like a dream house or a dream car
  • Fulfilling your need for financial security

Thus, Investment Planning is nothing but a holistic approach to meet your life's goals