Scribd Logo
Upload

Welcome to Scribd!

  • 30 views

    Investment Goals and Objectives

    Uploaded by

    Vaishali Trivedi Ojha
    The document discusses investment goals and objectives. It defines investment as committing money that has been saved with an expectation of future returns. There are different types of investments like stocks, bonds, mutual funds, physical commodities, and savings accounts. Short-term investments are for periods under 3 years and have lower risk, while long-term investments are for 5+ years and have higher risks but also higher potential returns. The goals of investment can be to maintain capital, achieve income, or achieve income and growth. Reasons to invest include saving for retirement, earning higher returns, and reaching financial goals.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd

    Investment Goals and Objectives

    Uploaded by

    Vaishali Trivedi Ojha
    30 views11 pages
    The document discusses investment goals and objectives. It defines investment as committing money that has been saved with an expectation of future returns. There are different types of investments like stocks, bonds, mutual funds, physical commodities, and savings accounts. Short-term investments are for periods under 3 years and have lower risk, while long-term investments are for 5+ years and have higher risks but also higher potential returns. The goals of investment can be to maintain capital, achieve income, or achieve income and growth. Reasons to invest include saving for retirement, earning higher returns, and reaching financial goals.

    Original Title

    Untitled presentation

    Copyright

    © © All Rights Reserved

    Available Formats

    PPTX, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    The document discusses investment goals and objectives. It defines investment as committing money that has been saved with an expectation of future returns. There are different types of investments like stocks, bonds, mutual funds, physical commodities, and savings accounts. Short-term investments are for periods under 3 years and have lower risk, while long-term investments are for 5+ years and have higher risks but also higher potential returns. The goals of investment can be to maintain capital, achieve income, or achieve income and growth. Reasons to invest include saving for retirement, earning higher returns, and reaching financial goals.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    30 views11 pages

    Investment Goals and Objectives

    Uploaded by

    Vaishali Trivedi Ojha
    The document discusses investment goals and objectives. It defines investment as committing money that has been saved with an expectation of future returns. There are different types of investments like stocks, bonds, mutual funds, physical commodities, and savings accounts. Short-term investments are for periods under 3 years and have lower risk, while long-term investments are for 5+ years and have higher risks but also higher potential returns. The goals of investment can be to maintain capital, achieve income, or achieve income and growth. Reasons to invest include saving for retirement, earning higher returns, and reaching financial goals.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    You are on page 1of 11

    Investment goals and

    objectives

    Vishal Bhanushali A 03
    Vatsal Chawda. A 07
    Dhwani doshi A 12
    Jainam Gandi. A 15
    Saiyam Jain. A 18
    Meet Kesariya. A 24
    ❏ Investment is the commitment of
    money that have been saved by
    deferring the consumption and
    purchasing an asset, either real or
    financial with an expectation that it

    Introduction
    could yield some positive future
    returns.

    ❏ For example, an investor may


    purchase a monetary asset now with
    the idea that the asset will provide
    income in the future or will later be
    sold at a higher price for a profit.
    Types of Investment
    ➢ Stocks often can
    ➢ Physical
    be an important
    commodities are ➢ Banks can provide
    component of a
    investments that you a safe and
    diversified
    physically own, such convenient way to
    investment
    as gold or silver. accumulate savings
    portfolio

    Investment Physical Mutual Saving


    Stocks commodities
    bonds funds Acc

    ➢ The government or ➢ Rather than buying a


    company selling you the single stock, mutual
    bond will then pay you funds enable you to
    interest on the "loan" buy a basket of
    over the duration of the stocks in one
    bond's lifecycle. purchase.
    Short term investment long term investment

    ● What is a Short Term ● What is a Long Term Investment?


    Investment?
    Long term investments are
    investments that offer higher returns
    Short-term investments are those after several years; typically five years
    instruments that are traded for a or more. These involve more market
    short period of time; typically up risks, and generally provide higher
    to three years. These are high returns. The inherent nature of these
    liquidity instruments, generally investments allows you to invest in
    involving lesser market risks. aggressive market instruments.
    Which is Better – Short Term or
    Long Term Investment?
    There is no clear winner here. Both forms of
    investment have their own pros and cons. Short
    term investment allows you to achieve your
    financial goals within a short span, with a lower
    risk. On the other hand, if you are an investor
    with a greater risk appetite, and want higher
    returns, you can select long term investment
    avenues.If you want to preserve your capital,
    and are happy with moderate returns then
    choose short term investments. But, if your goal
    is capital appreciation, then invest in long term
    investment avenues.
    Aims of ● Invest to maintain
    capital.
    Investment ● Invest to achieve
    income.
    ● Invest to achieve
    income and growth.
    Objective of Investments

    Capital gains Availing tax shield Reducing the


    risk

    Revenues and Preservation of capitals Increasing the rate o


    dividends return
    ● Grow your money
    Why to ●
    ●
    Save for retirement
    Earn higher returns

    invest? ●
    ●
    Reach financial goals
    Build on pre-tax dollars
    ● Qualify for employer-
    matching programs
    ● Start and expand a
    business
    ● Support others
    ● Reduce taxable income
    ● Be part of a new venture
    ● There is no right time as such
    when it comes to investing
    When to invest? Investments should be made at
    the earliest. Any day is the best
    time to invest Remember, you
    need to invest as per your
    financial goals and risk
    tolerance
    How an ● The act of investing has the goal of
    generating income and increasing

    investment value over time. An investment can


    refer to any mechanism used for

    works? generating future income. This


    includes the purchase of bonds,
    stocks, or real estate property, among
    other examples.Additionally,
    purchasing a property that can be
    used to produce goods can be
    considered an investment In general,
    any action that is taken in the hopes
    of raising future revenue can also be
    considered an investment.
    Thank you!!

    You might also like

    pFad - Phonifier reborn

    Pfad - The Proxy pFad of © 2024 Garber Painting. All rights reserved.

    Note: This service is not intended for secure transactions such as banking, social media, email, or purchasing. Use at your own risk. We assume no liability whatsoever for broken pages.


    Alternative Proxies:

    Alternative Proxy

    pFad Proxy

    pFad v3 Proxy

    pFad v4 Proxy