INVESTMENT PLANNING

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"The most important thing is to have a long-term strategy.
That's what separates the great investors from the good ones." - Paul Tudor Jones

What Is Investment Planning?

Investment planning is the process of setting investment goals and creating a strategy for achieving those goals. This typically involves creating a diversified portfolio of assets, such as stocks, bonds, and real estate etc. It also involves regularly reviewing and adjusting the portfolio to ensure that it aligns with the investor's goals and risk tolerance.

Investment planning also includes creating a budget, setting savings goals, and making decisions about how to allocate and manage resources to achieve financial objectives. Investment options should not be selected at random, based on popular recommendations. They have to be critically analysed to evaluate whether they suit your risk appetite or not.

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We at VIVEK FINSERVE help you plan your investments with wide array of options from equity, bonds, commodities, insurances, government securities, etc. so that you can reap adequate benefits and achieve your financial goals.

Importance Of Investment Planning


We don’t have to be smarter than the rest. We have to be more disciplined than the rest. A proper investment plan has the potential to bridge the gap between your dreams and reality. However, your behavioural biases limit this potential thus creating a difference between your expected returns and actual results.

Investment planning is essential for long-term financial success by creating a strategy and discipline to achieve your financial goals and managing risk. It provides a sense of control, reduces emotions and helps to make informed decisions.

Steps Followed At Vivek Finserve


You don’t need extraordinary intelligence to succeed as an investor, you just need to be more rational. It is important that we bring objectivity to every investment decision being made.

1. Setting investment goals: This includes determining your investment objectives and time horizon, such as saving for retirement or a down payment on a house.

2. Assessing your risk tolerance: This involves determining how much risk you are comfortable taking on in pursuit of your investment goals.

3. Conducting a financial analysis: This includes reviewing your current financial situation, including your income, expenses, and assets.

4. Creating a diversified portfolio: This involves allocating your assets among different Creating a diversified portfolio: This involves allocating your assets among different types of investments, such as stocks, bonds, and real estate, to spread risk and maximize returns.

5. Regularly reviewing and rebalancing your portfolio: This involves regularly monitoring your portfolio's performance and making adjustments as needed to ensure it aligns with your investment goals and risk tolerance.

6. Reviewing and adjusting your plan: Review your plan, measure the performance of your investments and adjust your strategy as per the market conditions and your financial situation.

7. Maintaining discipline and patience: Investment planning requires patience, discipline and consistency in executing the plan to achieve the long-term financial goals.