Goal Based Investing

A relatively new approach to wealth management that emphasizes investing with the objective of attaining specific life goals.

Goal-based investing (GBI) involves a wealth manager or investment firm’s clients measuring their progress towards the specific life goals such as saving for children’s education or building a retirement nest-egg, rather than focusing on generating the highest possible portfolio return or beating the market.

How can we help you?

First of all congratulations to you for your new assignment. I gone through your website www.hardiinvetment.com really it is a very user friendly and too important for clients for their financial needs. I believe that in our region you are first to provide such facility to clients to check and update from any where. I, also appreciates your relationship with investors and also strongly believe that as a Financial Consultant your first priority is of clients benefit and always served correct and beneficial advise which is really appreciated. Your relations with customers and key stake holders makes a difference.
Keep it up………!!!

Mr. Manish Dave

Head Commercial -, SAVA Healthcare Limited - Wadhwan

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