Goal Oriented Portfolio Strategy

Goal-Oriented Portfolio Strategy

(Net worth of 25 lacs to 10 crores)

Tailored investment strategies that align your portfolio with specific financial goals, whether it’s retirement, passive income, business venture, or wealth accumulation.

Goal-Oriented Portfolio Strategy

Goal-oriented Portfolio Strategy (GPS) aligns your investments with specific financial goals, like retirement or wealth creation.

It builds a diversified portfolio based on your risk tolerance and adjusts it regularly to adapt to market changes, ensuring steady growth and security.

How GPS Works

Step 1

Setting Goals

Use our unique matrix to prioritize your financial goals, identify fund requirements, and focus on achieving happiness and satisfaction.

Step 2

Choosing Asset Classes

Select asset classes tailored to your risk profile and required returns to ensure your goals are achievable.

Step 3

Diversification

Strategically allocate investments across:

Security: Insurance
Safety: Real estate, debt instruments, gold, and FDs
Growth: Equity, mutual funds, PMS, and AIFs

Step 4

Measuring and Rebalancing

Regularly monitor portfolio performance and rebalance to stay aligned with your financial objectives and market conditions.

Step 5

Tax Planning

Optimize your investments to minimize tax liabilities and maximize after-tax returns, ensuring efficient wealth growth.

Why is GPS Important?

Goal-Oriented Portfolio Strategy empowers you to make targeted, meaningful investments that align with your personal financial goals, ensuring long-term wealth creation.

Clarity in Financial Goals

GPS helps you define and prioritize your financial aspirations, such as retirement, buying a home, or building passive income, ensuring your investments align with what truly matters to you.

Tailored Investment Approach

By considering your risk tolerance, returns required, and life goals, GPS creates a personalized investment strategy that works specifically for your needs.

Regular Monitoring and Adjustments

Continuous tracking and rebalancing keep your investments aligned with market conditions and evolving personal circumstances, ensuring steady progress toward your goals.

Balanced Diversification

GPS ensures your portfolio is diversified across security (insurance), safety (real estate, debt, gold), and growth (equity, mutual funds, PMS), minimizing risks while maximizing returns.

Tax Efficiency

GPS incorporates tax planning to optimize your returns, ensuring you keep more of your wealth while achieving financial freedom.

Peace of Mind

By providing a structured roadmap, GPS eliminates guesswork, reduces financial stress, and ensures you are always on track to achieve your dreams.

Testimonials

what our customers have to say

Hear from our clients how Wealth Wise Advisory’s Goal-Oriented Portfolio Strategy has helped them achieve financial success and security.

I had always been skeptical about investment strategies that promised returns without a clear plan. But after signing up for the Goal-Oriented Portfolio Strategy service with Wealth Wise, I finally saw how a goal-oriented approach could truly align with my financial goals. Farooq Haque’s insights have not only helped me grow my wealth but also gave me peace of mind knowing that my investments are working towards my specific objectives. I highly recommend this service to anyone who wants clarity in their financial journey.

As an entrepreneur, I’ve always focused on growing my business, but managing personal wealth was always a challenge. After working with Wealth Wise Advisory and using their Goal-Oriented Portfolio Strategy service, I can see the difference. Mr. Farooq Haque’s tailored approach made me realize the importance of aligning my investments with long-term goals like retirement, legacy building, and tax efficiency. It’s been a game-changer for my financial strategy.

I never truly understood the power of having a well-structured portfolio until I consulted with Mr. Farooq Haque and his team. The Goal-Oriented Portfolio Strategy made me realize that investing without a clear goal was like sailing without a compass. His team meticulously analyzed my objectives and created a plan that balances risk and growth. Today, I’m not only growing my wealth but also securing my future.

Wealth Wise's Goal-Oriented Portfolio Strategy service has been an eye-opener. I thought I knew how to manage my finances, but Farooq Haque’s methodical approach helped me understand how important it is to invest with a purpose. I now feel confident that my wealth is aligned with my goals of early retirement and leaving a legacy for my family. The clarity it has given me is invaluable.

When I first heard about the Goal-Oriented Portfolio Strategy, I wasn’t sure if it would make a difference. But after implementing it with Wealth Wise Advisory, I’ve seen tremendous growth in my portfolio. The strategy helped me diversify better, plan my investments according to my goals, and reduce unnecessary risks. Thanks to Mr. Farooq Haque and his team, I feel more secure about my financial future.

What Mr. Farooq Haque Says About the Goal-Oriented Portfolio Strategy

At Wealth Wise Advisory, we believe that every individual’s financial journey is unique, and so should be their investment strategy. The Goal-Oriented Portfolio Strategy (GPS) is designed to align your investments directly with your life goals, whether it’s securing a comfortable retirement, building a legacy, or creating a stable source of passive income. By focusing on what truly matters to you, we ensure that your wealth grows in a way that is purposeful, resilient, and sustainable—no matter what challenges the market or the world may throw at us.

— Mr. Farooq Haque

Founder, Wealth Wise Advisory

FAQs

Frequently Asked Questions

What is GPS, and how does it work?

GPS is a personalized financial strategy that aligns your investments with specific life goals like retirement, wealth creation, or legacy planning through tailored portfolios and regular adjustments.

Who should consider using GPS?

GPS is ideal for individuals and families who want a structured and goal-driven approach to manage their wealth while minimizing risks and maximizing returns.

How does GPS ensure diversification?

It allocates your portfolio across Security (insurance), Safety (real estate, gold, debt), and Growth (equities, mutual funds, PMS), balancing risk and return.

How often is the portfolio reviewed and adjusted?

GPS portfolios are regularly monitored and rebalanced to stay aligned with market conditions, financial goals, and personal circumstances.

How does GPS help with tax planning?

Tax planning is integrated into GPS to minimize tax liabilities and optimize after-tax returns, ensuring efficient wealth growth.

Can GPS adapt to changes in my goals?

Yes, GPS is dynamic and allows for adjustments in strategies and goals as your life circumstances or priorities evolve.