Financial Investment Proposal

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A financial investment proposal is created by a financial advisor who advises the investor on how to achieve his investment goals thorough various investment processes. They use their experience and financial analysis methodologies to come up with a sound investment plan for the client along with giving information about the sale of the investment products. The proposal explains how to allocate your assets and monitors the performance of your investments. It helps one select an investment portfolio with varying risk range varying from aggressive to stable. By going through these points in the proposal, one can make a choice of a sound investment plan.

Sample Financial Investment Proposal:

Proposal submitted by: Vintage Capital

Address: 42 Kelsey Lane, Georgia

Proposal prepared on: February 12, 2012

Name of investor: George Caliing

Address: 67 Keith Valley, Georgia

Proposal submitted on: February 14, 2012

Proposal name: Suggestions on creation of financial investment portfolio

Purpose: The primary purpose of creating this proposal is to advise the client on what investment decisions to make so that his financial goals are achieved and which investment products will be safe investments

Details of Financial Investment Proposal:

  • A total amount of funds will be fixed which will be divided among different investment products
  • 30% of your funds can be invested in stocks of companies like New Age Capital, Windows Inc and Bane Corporation
  • 25% can be invested in mid-risk mutual funds
  • Depending on the price of gold at the time of signing the contract, 10% can be invested in gold bars or secuities
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