What is meant by investment planning? Investment planning refers to the process of associating financial goals and functioning them through building an effective plan. It is known as the primary component of financial planning. However, investment planning mainly starts with the identification of objectives and goals. Then the investment planner matches the selected goals with the available financial resources. These days various resources are available for investment, such as equities, bonds, cash, property, etc. So, according to your funds, you can invest in any of these resources that are most beneficial to obtain your goals and objectives. Main objectives of investment planning ● Safety : The financial safety of the family is the main objective of investment planning. However, you should always invest in secure investment vehicles. ● Income : Higher income is another objective of ...