A study of Financial Planning and Investment of Individual


 Significant of the study



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A Study of Financial Planning and Invest2

1.1 Significant of the study
The significant of study is to achieve higher long-term 
returns; you have to be prepared to accept or reject that the 
value of your investment may fall significantly in the short-
term. This because investments that provide higher returns 
are usually more volatile than those producing
Low returns. There is a trade-off between risk and return. 
1.2 Objective of the study 
This project executed to know what is precisely the 
Financial Planning. How is it carried out? Who carries it 
out? Why is it carried out? When it will be carried out?? 
What is the interest of carrying it out?

To take an overview of the investor's short and long-term 
goals and objectives.

To have the current financial strengths and weaknesses 
and effect of the financial plan for the investor.

To study the financial objectives anchored to current 
resources for the investor.

To give a particular summation of all recommendations.

To suggest an appropriate financial plan for mutually 
selected recommendation

To also give a comprehensive economic overview of the 
financial plan for the investor, supported by financial 
statements and the other parties.

To follow step by step enforcement and monitoring plan.
1.3 Study question 
1)
What is the overview of the investors in short and long 
term goals? 
2)
What is the financial strengths and weakness the 
investors having to implement financial planning? 
Paper ID: SR201123123117
DOI: 10.21275/SR201123123117
1268 


International Journal of Science and Research (IJSR) 
ISSN: 2319-7064 
SJIF (2019): 7.583 
Volume 9 Issue 11, November 2020 

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