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Your financial success is determined by your ability to set and achieve clear goals.
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Goal based Calculator
Goals
Goal-Based Investing helps you align your financial strategies with your personal aspirations, making it easier to stay focused and motivated. Whether it’s saving for a dream home, funding education, or ensuring a secure retirement, having clear objectives can guide your investment choices and risk tolerance. If you have specific goals in mind, we can help you brainstorm strategies to achieve them!
Start your Journey Today
Clearly articulate your financial objectives. These could include saving for a home, funding education, retirement, or travel. Be specific about the amount needed and the timeline for each goal.
Assess Risk Profile
Build a diversified portfolio tailored to each goal. This could involve a mix of stocks, bonds, and other assets based on your risk profile. Our platform will determine your risk profile and helps you track your goals.
Achieve your goals
Regularly review your progress. Life changes, market conditions, and personal circumstances may require you to adjust your goals or investment strategy.
Celebrate Success
Celebrate with family and friends. Sharing your achievement can inspire others and strengthen your support network. Consider setting new goals and keep the momentum going.
Spends
Expense-based investing focuses on minimizing costs to maximize returns. This approach involves selecting investments with low fees and expenses, ensuring that more of your money goes toward actual growth rather than administrative costs.
Expense Tracker
Track every purchase, no matter how small. Consistency is key to understanding your spending habits. You gain a clearer picture of where your money goes.
Investment opportunities
Regularly connect your spending habits to your financial goals. Are there areas where you can save more to achieve your aspirations faster? Use the insights to understand your habits better.
Robo Advisor portfolio
Based on the information provided, the robo-advisor creates a personalized investment portfolio. The platform continuously monitors and automatically suggests rebalances in the portfolio in response to market changes.
Robo Advisory Dashboard
Known for its user-friendly interface and goal-based investing approach. Users can manage their investments online at any time without needing to schedule meetings with a financial advisor.
Pricing
Free
This is a forever free plan that lets you explore our platform.
₹ 0
- 2 Goals
- Unlimited Expenses Upload
- 10 Whatsapp Messages per day
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Gold
Gold plan. Contains all free features and has Goals feature.
₹ 100/Month
- 365 Days
- 100 Expenses Upload
- Billed Annually
- 20 Whatsapp Messages per day
- Set unlimited goals
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Platinum
Platinum plan. Contains all Gold features and has Robo Advisory
₹ 999/Month
- 365 Days
- Billed Annually
- Robo Advisory
- 100 Expenses Upload
- Multiple Reports
- Tax Savings
- Multiple Integrations
- 50 Whatsapp Messages per day
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