The detailed plan will ideally comprise the various financial aspirations and goals and risks that need to be covered in the financial life of the person or family. The planner will like to unravel before the client the currently unseen scenarios and how he can take precautions to counter the future – “Planning the future into the present so that you can do something about it NOW” – Alan Lakein.
The Modular plan will ideally cover a particular goal like Retirement Planning or Child Education which the client wants to plan.
Value investing is an investment strategy that involves picking stocks that appear to be trading for less than their intrinsic or book value. Value Investors actively ferret out stocks they think the stock market is underestimating.
A) Value Investment Plan
B) Asset Allocation