Investments cannot be effective until they are linked to an important aspect in our life. Hence, practicing goal based investment is a must. Whether it is buying a house, retirement planning, kids education or personal retirement.
Goal based planning can lead to a 15% increase in utility-adjusted wealth when compared to a traditional approach to financial planning. - by David Blanchett, Head of Retirement Research for Morningstar Investment Management. Above all it motivates you & adds direction to your investments.
Picking best funds is not enough to create robust potfolios - you have to blend them in a complimentary way to achieve portfolio success.
This feature will help you back-test instruments & analyse whether the overall portfolio allocation match your risk profile & returns expectations.
Answer the scientifically designed set of psychometric questions through an interactive UI to help us understand your behaviour towards financial markets, your financial literacy and financial situation.
These data points are used to build your risk profile and generate a relative risk score. This will help us provide you with optimal portfolio to achieve your financial goals.
Indian families discuss openly with family before taking any financial investment. We respect it and provide you with option to add you family member investment account to your view.
This helps you to keep not just your own goals, but also all your family members goals. End the end of the day all the investment portfolios are your family goals.