Wealth Forum Tv

Cash flow planning vs goal based planningMeghashyam Sinkar, Pentagraph Partners, Pune

Share this Video :
More From :wealth nuggets
More From :Meghashyam Sinkar
Key Take-Aways
  • Goal based planning may not take into account incremental increases in income as years pass. When goal such as children's education is achieved, surplus is created.

  • Cash flow planning takes into account incremental increases to income. As income grows, investment surplus also grows. That surplus can be taken to achieve current dreams and needs such as taking a holiday abroad.

Submit Your Comments
(Type INV if you are an investor)
War4gG

"We trust that you will avoid using harsh language and will refrain from making unsubstantiated allegations against individuals and firms. Your constructive feedback and opinions are very valuable to all of us in the industry. "

Comments Posted
J D Sapatnekar ARN NO :Pentagraph Pune, 06 Jan 2019

It is better to review and reset the goal than to change planning process.Surplus if generated can be utilised in revised goal. It may not happen always. Any new idea is welcome but evaluate results before affecting changes.

Copyright 2017   All Rights Reserved.Wealth Forum Ezine