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Goal Based Investing

Invest With A Purpose

Our platform helps you to secure your financial freedom & make your dreams come true.

Goal Based Investmenttimeline

Life-Stages, Goals, Assets, Liabilities

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Define the purpose

Determine the purpose of your investment whether it is buying a new car, saving for your retirement, or planning a dream wedding. You can have one or more goals depending on your investment size.

Maintain financial discipline

Maintaining financial discipline is solely up to you, and we have no control, whatsoever. To stay focused and grow in the long run, you need to stay disciplined with your finances.

Determine the risk

Let us know the risk you are willing to take. Remember, higher returns usually come with higher risks. Make sure you freeze on a risk appetite that doesn't affect you.

Choose your investment approach

We will help you decide how to invest & diversify your portfolio in order to ensure your goals are achieved within the speculated timeline.

Decide the timeline

If you want to improve your financial situation, you'll need to make a plan and stick to it. Determine how much money you want to save each month and what you need to do to make that happen. Make sure your goals are realistic and achievable.

Track your goals

Using our digital platform you will be able to see how far you have achieved & get clever tips on what you can do to achieve your goals more quickly or rebalance your portfolio.

Why goal based investing ?

Stay on track
Simplify your portfolio
Avoid making emotional decisions
Get a personalized portfolio based on your goals
Rebalance your portfolio whenever needed to achieve goals quickly

Frequently asked questions

What is goal-based investing?
Goal-based investing is a strategy that focuses on specific goals rather than trying to beat the market. Investors who use this approach create a plan that spells out exactly what they need to achieve their goal, and then they figure out the best way to invest money to reach that goal. This type of investing can be useful for people who want to save for retirement, buy a home, or pay for college.
What are the benefits of goal-based investments?
Goal-based investing can offer several benefits for investors. These benefits may include clarity of purpose, increased discipline, and a focus on long-term goals. By focusing on specific goals, investors may be able to better assess their risk tolerance and investment preferences. Additionally, goal-based investing may help investors stay the course during turbulent markets, as they will have a clear idea of what they are trying to achieve.
What are the different investment goals?
There are different investment goals, but the most common ones are growing your money to provide for retirement or other long-term financial needs, saving for a specific purchase such as a home or car, and generating income through dividends and interest. Having a clear idea of what you hope to achieve with your investments is a crucial first step in creating a successful goal-based investment strategy.
Are there any risks associated with goal-based investments?
Like any other investment goal-based investments can be risky, but they also offer the potential for higher returns. It is important to carefully weigh the risks and rewards before deciding whether a goal-based investment is right for you. If you are comfortable with the potential risks, then goal-based investing can be a great way to grow your savings.
How do I know if goal-based investing is right for me?
Goal-based investing is best for individuals who have a specific goal in mind for their investments. These investors typically have a time horizon and desire to reach a specific target amount or percentage return on their investment. If you are not sure if goal based investing is right for you, consider meeting with one of our financial advisors to discuss your goals and investment options.
What should I do if I want to achieve my goals quicker than what I decided earlier?
If you want to achieve your goals quicker than what you decided earlier, you will have to rebalance your portfolio. Our financial advisors can help you in doing so. Rebalancing your portfolio can help you stay on track to reach your financial goals.
What can I do if I see the progress of my goals is not on track?
If your progress is not on track, don't worry - our experts keep an eye on your portfolio but still keep regular checkups, and we can advise or make changes to the plan accordingly. You can always reach out if you need help getting back on track.

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