Investment planning is a systematic process that helps individuals or organizations identify their financial goals and develop a strategy to achieve them through various investment options. Here’s an overview of the key steps involved: 1. Set Financial Goals Short-term goals: e.g., saving for a vacation or a new car. Medium-term goals: e.g., buying a home or funding education. Long-term goals: e.g., retirement savings or wealth accumulation. 2. Assess Your Current Financial
Investment planning is a systematic process that helps individuals or organizations identify their financial goals and develop a strategy to achieve them through various investment options. Here’s an overview of the key steps involved: 1. Set Financial Goals Short-term goals: e.g., saving for a vacation or a new car. Medium-term goals: e.g., buying a home or funding education. Long-term goals: e.g., retirement savings or wealth accumulation. 2. Assess Your Current Financial