The key steps in goal planning services in Kolkata are to define your goals, quantify them, set a timeline, assess your risk tolerance, choose suitable investment vehicles like mutual funds, and monitor your progress regularly. An advisor can simplify this process.

MFD will quantify your goals so that you can create a roadmap to achieve them by investing in suitable mutual funds for each specific goal.

A demat account is not mandatory. You can invest through AMCs, online portals, or through registered wealth management companies in Kolkata like Ace Financial Services, using your PAN and KYC-compliant bank account.Regardless of Demat Account you can invest in Mutual Funds.