Can a single Goal-based investment plan in Pune cover multiple goals? (Business Opportunities - Other Business Ads)

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Item ID 3413323 in Category: Business Opportunities - Other Business Ads

Can a single Goal-based investment plan in Pune cover multiple goals?


You should have separate folios or earmark specific funds for each major goal-based investment plan in Pune (Retirement, Child's Education, Home). While the investments might be in the same fund (e.g., a Flexi-Cap fund), tagging them to separate goals provides clarity.


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Target State: Maharashtra
Target City : Pune, Maharashtra, India
Last Update : 25 November 2025 1:06 PM
Number of Views: 13
Item  Owner  : goldenmeanfinserv
Contact Email:
Contact Phone: 09960639674

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2025-11-26 (0.386 sec)