Goal Based Investing
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 - 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.
Now you never have to cancel your SIP in emergency situations, as you can simply pause
IndoSIP for a certain period. You can also step up or step down the SIP amount in any given
month depending upon your financial situation.
Deep research based model portfolios
Simply follow our model portfolios to achieve your financial success in most hassle-free way.
These model portfolios are built using rigorous research and are powered with Artificial
Intelligence to help you sail through every market scenario successfully.
Tailor made portfolios
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 to create tailor-made portfolios just for you to help you achieve financial
Track all your family investments and check whether all your family goals are on track under
a single login.