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We understand that each investor is different. Whether you want to create an Emergency Fund, ensure your children’s future or save for their education, prepare for your retirement, or park your post-retirement lumpsum benefits, Morula offers a wide range of investment products to meet your personal financial goals

“Whatever you vividly imagine, ardently desire, sincerely believe and enthusiastically act upon, must inevitably come to pass!”

– Paul J. Meyer

This quote above encompasses what one needs to do to Set Financial Goals:

Step 1

“Vividly imagine, ardently desire” – Take time to think about the most important things you need to achieve for yourself in your life with your finances. Write them down in a list from the ideas that you think are immediate and those that you can achieve later.

Step 2

“Sincerely believe” – Look at your List and Ask yourself how you would feel if you achieved any of those and how you would feel if you never did. Put an asterisk against each of them that would make you unhappy if you failed. These are your most important financial goals.

Step 3

“Enthusiastically act upon” Take Action, review our Morula Unit Trust Funds to start investing into the Funds that have the features that align with your goals. Look at how long you need to invest for, is the level of risk aligned to how long you are willing to stay invested for?