Need Based
Wealth Creation
Wealth Preservation
Status Based
Individuals & Business Owners
Corporates / Family Offices
Professionals
Horizon Based
1week to 52 weeks
1year to 3-5 years
3-5 years
5 years to 10 years
Goal Based
Education of my kids
Plan for wedding
Retirement Planning, Future security
Buy a house / yatch
Wealth Maximisation
Improve Standard of Living for next generations
Monthly Income for parents or children