What is an IPS?

Think of an IPS as your personal GPS in the world of investing – it outlines where you want to go, how you plan to get there, and keeps you on track along the way.

Why should you have an IPS?

Just like a To-Do list keeps us focused, an IPS brings clarity, direction, and discipline to our investment journey.

Clarity

An IPS offers a clear roadmap for your financial journey, defining your objectives and strategies. It eliminates confusion, ensuring you understand your goals and how to achieve them.

Direction

Providing a personalized plan, an IPS guides your investments towards your desired outcomes. It offers a structured path, helping you make informed decisions aligned with your aspirations.

Discipline

Like a reliable rulebook, an IPS keeps you disciplined in your financial decisions. It prevents impulsive choices, maintaining consistency and steadiness in your wealth-building journey.

How can Richify help?

Think of us as your trusted Sarathi guiding you in your quest to pen the most vital script of your financial future.

The Richify Way

The "Richify Way" encapsulates an intimate understanding of each client's unique journey, a nuanced approach to risk, and a deep appreciation for the human aspects of investing.

Tailored Financial
Blueprints

We emphasize a bespoke approach, crafting personalized investment strategies that resonate with each client's financial aspirations and stage-of-life.

Balancing Risk &
Reward

We meticulously assess and manage this dynamic balance, ensuring our clients are positioned to achieve optimal returns.

Behavioural
Mastery

At Richify, we believe success isn't just about intelligence—it's about understanding behavior. We equip clients to discern their own biases and the market's, ensuring that wise decisions drive returns, not just intellect.

Book an appointment.

Still weighing your options? We understand that investment decisions are crucial and often demand deeper insights. If you have questions or wish to delve into the nuances of our investment products, don’t hesitate to book an appointment with our expert advisors.

Get Started

Ready to begin your financial journey with Richify? Click 'Get Started' to onboard with a focus on informed investment decisions.

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What is an IPS?

Think of an IPS as your personal GPS in the world of investing – it outlines where you want to go, how you plan to get there, and keeps you on track along the way.

Why should you have an IPS?

Just like a To-Do list keeps us focused, an IPS brings clarity, direction, and discipline to our investment journey.

Clarity

An IPS offers a clear roadmap for your financial journey, defining your objectives and strategies. It eliminates confusion, ensuring you understand your goals and how to achieve them.

Direction

Providing a personalized plan, an IPS guides your investments towards your desired outcomes. It offers a structured path, helping you make informed decisions aligned with your aspirations.

Discipline

Like a reliable rulebook, an IPS keeps you disciplined in your financial decisions. It prevents impulsive choices, maintaining consistency and steadiness in your wealth-building journey.

How can Richify help?

Think of us as your trusted Sarathi guiding you in your quest to pen the most vital script of your financial future.

The Richify Way

The "Richify Way" encapsulates an intimate understanding of each client's unique journey, a nuanced approach to risk, and a deep appreciation for the human aspects of investing.

Tailored Financial
Blueprints

We emphasize a bespoke approach, crafting personalized investment strategies that resonate with each client's financial aspirations and stage-of-life.

Balancing Risk &
Reward

We meticulously assess and manage this dynamic balance, ensuring our clients are positioned to achieve optimal returns.

Behavioural
Mastery

At Richify, we believe success isn't just about intelligence—it's about understanding behavior. We equip clients to discern their own biases and the market's, ensuring that wise decisions drive returns, not just intellect.

Book an appointment.

Still weighing your options? We understand that investment decisions are crucial and often demand deeper insights. If you have questions or wish to delve into the nuances of our investment products, don’t hesitate to book an appointment with our expert advisors.

Get Started

Ready to begin your financial journey with Richify? Click 'Get Started' to onboard with a focus on informed investment decisions.

Note

An Investment Policy Statement, or IPS, is a roadmap for your investment journey. Think of it as a plan that outlines your investment goals, the strategies to achieve these goals, and the parameters to guide your investment decisions.

In the IPS, we discuss:

Remember, the Investment Policy Statement is not a one-time document. As your life changes, so might your goals and risk tolerance. One should review and revise the IPS periodically to ensure it always reflects your current needs, aspirations, and financial situation.

Note

Imagine going through your day without a plan. It's easy to get overwhelmed, miss important tasks, or lose focus. Now, think about your financial future - it's way more complex and significant. That's why you need an IPS. It's like a daily planner for your long-term financial health, keeping you organized, focused, and on track.

Just like the satisfaction you feel when you tick off a task on your daily list, an IPS gives you the confidence and peace of mind that you're making progress towards your financial goals. Over time, these small but steady steps can help your wealth grow significantly.

IPS offers clarity and peace of mind in your investment journey. Think of it as a rulebook or a helpful note-to-self for your future financial decisions.

Note

Investment Policy Statement (IPS) is as unique as a fingerprint – it's deeply personal and tailor-made for you. There's no one-size-fits-all approach in finance and investing, but there are certainly missteps to avoid. Here's how we can assist:

In essence, when it comes to creating your IPS, think of Richify as a partner who listens, understands, guides, and simplifies, always keeping your best interests at heart.

Note

RetireRich is a blend of smart financial planning and an understanding of individual life goals, designed for those on the brink of retirement or already savoring it. Guided by the mantra that youth may survive without money but age cannot, we seek to infuse your retirement with financial ease, giving you the freedom to live life to its fullest. We believe in enriching your retirement, not just surviving it.