Investment planning is an integral part of the mutual fund business and also plays crucial role as the existence of the firm depends upon the services delivered to the clients in the form of fair planning of funds. Whenever a goal is formed whether it is in real life or corporate world an effective blueprint with strategy is needed to reach the desired point which involves formation of various steps to determine the progress at each stage.
· Helps in forming a emergency fund to reduce impact of an uncertain situation.
· Assets, liabilities, income and expenses are recorded for risk evaluation.
· Information is presented in summarized and chart based format.
· Recommendations are provided to improve financial ratios of portfolio.
The calculation of various financial ratios determines the performance of the investor’s funds and also depicts the financial viability along with potential to bear risk in mutual fund market. It helps in predicting the future movements in the investment values based on which investor’s amount can be invested. It helps in predicting the future movements in the investment values based on which investor’s amount can be invested.
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