Investment goals are the financially measureable targets that you want to achieve by saving and investing.
Everybody has investment goals in their life, from the old adage of saving for a rainy day to planning a comfortable retirement or buying a house.
The attainment of financial goals is predicated on the projected returns and risks of the portfolio. As these are estimated from past data, the values might differ in the future.
Whilst Markowitz’s portfolio theory is a Nobel Prize winning approach, it does require certain assumptions to hold, e.g. investors are risk averse, rational and the analysis is based on single period of investment. The approach is also sensitive to the historical period used to estimate expected values.
A personalised plan is created to suit your personal goals, given your investing preference.
By dynamically adjusting suggestions, we ensure that you are on track to meet your goals. Besides, you can opt for straight through processing for a seamless experience; and automated portfolio monitoring and rebalancing to save time.