7 Steps Investment Planning Module

The 7 Steps Investment Planning Module
Investment planning plays a very BIG and vital role in any investment, particularly so upon commencement.

We need to set our priority and a clear investment target in order for us to maintain focus on our investment effort.

Setting a target involves much forecast and estimation calculation to predict the sum or amount needed in the future, at future value.

LEADER could provide you with comprehensive report to accurately estimate your future needs. Leader’s 7 Steps Investment Planning Tool is a comprehensive guide for you to start your investment. In essence, the tool constitutes step by step modules of investment guide.

Step 1: Set Investment Goals
The first module could guide you with all the accounting of setting your investment goals. YOU may want to set a simple single need goal or complicated multiple and comprehensive investment goals.

Step 2: Understand Risk Tolerance and Preferred Level of Return
Risk and Return are inseparable as far as investment is concern. Investor like you must identify your risk tolerance profile and preferred level of return as failure in doing so would have great negative impact on the future of your investment.

This second module of our tool would assist you to identify and understand YOUR Individual risk tolerance and preferred level of returns.

Step 3: Study Investment Products
How many investment products are available in the market? 1,001 investment products are available and to study and understand each and every one of them would take much more than 1,001 nights.

Module 3 of Leader’s Investment Planning Tool assist to identify pertinent investment products and the respective strengths and weaknesses to ease YOUR burden of choosing the product that would match YOUR investment strategy.

Step 4: Choose a Mix
Module 4 could guide YOU in choosing the optimum mix of investment products that best suit YOUR investment profile.

Step 5: Develop Exit Plan
Investment is not investment if it goes well at all times. When the economic scenario adversely affects your investment, would you just sit back and watch?

This step place YOU at an advantage as using this module, you would have your exit plan ready even before you start your investment. Not only you can act, YOU know exactly when and what to do when your financial target is not met or your investment are performing poorly.

Step 6: Monitor and Manage
Steps 1 through 5 would be deemed futile if you fail to monitor and manage YOUR investment. Control over your investment is made easy by LACMS (LEADER Agent and Clients Monitoring System), an Investment Accounting Monitoring System developed by LEADER’s in-house team.
Through LACMS, you will be updated at least on monthly basis or ad-hoc basis if YOU so require, to properly manage your investment. The system applies a tight yet flexible investment monitoring control system whereby you could receive a simple set of data to help YOU evaluate your investment status.

Step 7: Adjust
With investment goals and exit plan ready and monitoring system in place, you could adjust YOUR investment profile accordingly. You are fully equipped to achieve YOUR investment goals.

(Please note that)

LACMS (LEADER Agent & Clients Monitoring System), is LEADER in-house Investment Accounting Monitoring System that being develop by our in-house team. The system apply a tight yet flexible investment monitoring control

Client will be updated on monthly basis or ad-hoc basis base on client requirement

A simple extracted data from LACMS is also can be sent to client for them to evaluate their own funds'.
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