2024, Vol. 7, Issue 1

author(s)
Dimple Rajesh Chawda, Akash Sanjay Mahadik and Mansi Hiren Daiya

abstract
This research assesses the efficacy of optimal portfolio management in personal wealth planning, focussing on Motilal Oswal's Systematic Investment Plan (SIP). Individuals increasingly seek systematic investment plans (SIPs) for methodical and strategic investing as their financial literacy improves and they want to accumulate wealth. This research examines how optimum portfolio strategies, taking into account your time horizon and risk tolerance, might assist in minimizing risk and achieving your financial goals. This research elucidates the most effective long-term financial planning tactics via an examination of investor satisfaction, portfolio diversification techniques, and Motilal Oswal SIP offerings. The findings may stimulate the development of more client-centric investment strategies, therefore facilitating improved decision-making for clients and financial advisors.