Unlock your path to financial goals — Start investing with purpose

Goal-Based Investment Planning: Your Step-by-Step Blueprint

THIS COMPREHENSIVE EBOOK WILL COVER:

Define Your True Goals: Identify what you’re really investing for – dreams, milestones, freedom.

Map Your Timeline: Set realistic horizons (3-5 yrs, 10 yrs, 20 yrs) and match them with appropriate risk and instrument choices.

Build Aligned Portfolios: Learn how to pick investments (equity, debt, hybrid, alternatives) that sync with each goal rather than one-size-fits-all.

Monitor & Adjust with Purpose: Track progress, course-correct when life shifts, and keep your goals in focus.

Avoid Common Pitfalls: Sidestep mismatched risk, goal drift, emotional investing and chasing returns instead of results.

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About the Book – Goal-Based Investment Planning

iThis is your definitive guide to investing for outcomes, not just returns. Whether you’re saving for a child’s education, buying a home, planning retirement, or redefining success on your own terms — this book simplifies the entire process. You’ll move from confusion (“What should I invest in?”) to clarity (“Here’s exactly how much, how, by when”).

It translates complex investment-and-planning concepts into easy-to-follow frameworks, practical worksheets, and actionable next steps.

Who this book is useful to:

  • Beginner Investors: If you feel lost about goals, instruments, risk and returns — this is your roadmap.
  • Working Professionals & Entrepreneurs: If you’re busy but serious about aligning your money with your life’s dreams.
  • DIY Investors: If you prefer to manage your portfolio independently — this gives you a goal-centric framework.
  • Pre-Retirees & Retirees: If you want to preserve wealth, withdraw smartly and avoid running out of money before running out of life.
  • Young Adults & Mid-Career Savers: Start early or course correct now and follow a purposeful path, not just “investing randomly”.
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About Author-Brijesh Parikh

I am wealth coach helping successful and busy working executives and small business owners to achieve 100X wealth within 20-25 years so that they can become financially free, spend their time on things that matters most to them.

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Frequently Asked Question

Who is this book for?

This book is for anyone who wants to invest with intention—whether you’re just starting out or you’ve been investing aimlessly for years.

Do I need prior investing knowledge?

No prior experience needed. The book is beginner-friendly but packed with frameworks that even seasoned investors can apply.

Will this book help me choose the “best” investments?

Yes — rather than chase “best fund” headlines, this book teaches you how to pick the right investment for your goal, timeline and risk-profile.

Can I apply this immediately?

Absolutely. Each chapter includes worksheets, action steps and reflection checklists so you can begin aligning your portfolio with your goals from day one.

Do I need to be good at math or finance to use this book?

Not at all! The concepts are explained in plain language, with tools and examples to make them easy to apply.