FinancialYatra is committed to the principle that Goal-Based Investment Planning serves as the cornerstone for empowering our clients to make informed financial decisions that align with their objectives. We believe that a client’s investment needs and requirements should not be viewed merely as opportunities to sell financial products. Instead, investment selections should be guided by a comprehensive framework that considers risk-adjusted returns, liquidity, goals, risk profile, and asset allocation. Our objective is to educate investors on the following key principles: