Investment Planning

Investment Planning

A systematic investment plan is an investment vehicle offered by many mutual funds to investors, allowing them to invest small amounts periodically instead of lump sums. The frequency of investment is usually weekly, monthly or quarterly.

Investment planning is the process of matching your financial goals and objectives with your financial resources. Investment planning is a core component of financial planning. It is impossible to have one without the other.

Risk Management

The risk management process is a framework for the actions that need to be taken.

  • Step 1: Identify the Risk
  • Step 2: Analyze the Risk
  • Step 3: Evaluate or Rank the Risk
  • Step 4: Treat the Risk
  • Step 5: Monitor and Review the Risk

Financial risk is any of various types of risk associated with financing, including financial transactions that include company loans in risk of default.

Often it is understood to include only downside risk, meaning the potential for financial loss and uncertainty about its extent.

Financial risk is the possibility of losing money on an investment or business venture. Some more common and distinct financial risks include credit risk, liquidity risk, and operational risk.




View our 2019 financial prospectus brochure for an easy to read guide on all of the services offer.