Step 3
Plan your investment
This section will help to plan and allocate resources according to your prioritized list of goals and to choose the right product combination, if required, to achieve the desired results in the stipulated time frame.
This is a very crucial step in financial planning. In this step, the Volatility Coach & Protection Counsellor creates and offers financial planning solution and
recommendations that address the customer’s goals to achieve expected
results in the required time frame, based on the information provided by
the customer. Here the Volatility Coach & Protection Counsellor's role is to help the customer understand
the details of the plan so that he can make informed decisions. The Volatility Coach & Protection Counsellor should also listen to the customer’s concern, recheck the
information given to him and revise the recommendations as required.
Go to the next step or contact your Volatility Coach & Protection Counsellor at +919312400678.