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How does My Goals work?

My Goals is a goal planning platform using which you can create, invest & track your goals. Below are the main features of My Goal:

  1. Create Goal: Create your goal by defining the target amount and target date.
  2. Suggested Portfolio: We suggest a portfolio which will assist you in achieving your goal basis you risk profile, goal target & goal tenure.
  3. Rebalancing Suggestions: Whenever your portfolio goes off track, we provide real time suggestions which will assist you in reaching your goal on time.
  4. Tag Existing Investment: This helps you to tag your existing investments and fixed deposits to your goals.