Path2Goal

Path2Goal enables individuals to meet their financial goals by navigating them in the right direction. Many professionals, even the ones with many years of experience, struggle with questions around personal finance like – how much they should be saving to build a sufficient corpus for goals like retirement, children’s education etc. They don’t have a well thought strategy for their asset allocation and depend on a lot of generalized advice picked up from social media or their network of family/ friends. This just doesn’t work in the long run, as what works for person A doesn't necessarily work for Person B. Path2Goal helps individuals with the following: 1. Creating goal based investment plans, customized basis their existing financial situation, financial goals, risk appetite, time horizon, among other factors. Not just plan, but executing as well. 2. Review of your existing stock & mutual funds portfolio 3. We do regular reviews with you to monitor your progress towards your goals. 4. Wealth protection: right life & health insurance policies for you. 5. Financial awareness workshops Path2goal is a venture founded by Ashish Khatri, who is registered vide ARN 278931 as a Mutual Fund distributor. He is also POSP certified for offering life and general insurance.