Wealth Management: A sample of investment plan

Sample of an investment plan for ABC Co

A. Investment Objectives
An overview of your investment objectives will assist you in formulating your asset allocation and investment strategies. In this respect, please state your investment objectives and prioritise them accordingly, with 1 being the highest priority

Investment Objectives

B. Investment Time Horizon
The investment time horizon is an important factor in designing a strategic asset

Investment Time Horizon

Initial Investment Amount RM4,000,000
C. Net Worth/Cash Flow Analysis I. Net worth position

Net Worth Position

II. Cash flow position

Cash Flow Position

D. Proposed Strategy
Your Investment Time Horizon is 4 to 7 years
Total Investible Fund RM5,700,000

Proposed Strategy 1

Proposed Strategy 2

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Reprinted with permission from BankingInfo (A Consumer Education Programme by Bank Negara Malaysia)

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Knowledge Base ID :   1452
Last Reviewed :   May 22, 2014
Source :   BankingInfo
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