About this document

Financial Planning and Investment Guide by Crist Oktavian is a document available to read on EtoBox.

The document provides information about financial planning through PT. SINARMAS ASSET MANAGEMENT. It discusses that financial planning is a tool to achieve financial success based on developing and implementing financial goals. Financial goals should be SMART (Specific, Measurable, Attainable, Realistic, Time Bound). The document also discusses types of investments including cash, fixed income, stocks and physical assets. It provides an overview of mutual funds including the types of mutual funds offered by

Author

Crist Oktavian

Language

EN