Need of Investment Planning arise due to many reason:

• As our needs or our expenses increase compare to our income. Investment planning helps to bring that gap down.

• Various types of financial instrument available to invest. How much to invest and where?

• Due to inflation our saving not create enough wealth how to give more growth to our investment

• We don't understand how much income flow we get in future and how much income require to achieve target.

Process is the method or strategy used for various reasons.

• To give a consistent performance on your investment.

• Investment Remain stable in Volatile situations or bad economic situations.

• Require less changes in your investment because Income tax and expenses you may have to pay due to changes in your investment.

• Client aware in advance for any future bad situation and not taking any decision in panic

• Client benefited of any good opportunity arise due to various economic situations.