Goal-Based Investing
Map education, retirement, or purchase goals to time horizon, asset mix, and review cadence—not one-size products.
Features
- Goal timelines translated into asset allocation guidance
- Regular reviews as income, risk, or goals change
- Coordination across mutual funds, FD, and insurance where relevant
Documentation
- Goal amounts and target dates (approximate is fine to start)
- Income and cash-flow picture for SIP sizing
- Existing investments and liabilities for a full view
SIP growth (illustrative)
Estimated corpus: ₹23,00,387