Goal-based Plan

A Goal-Based Plan is an investment plan designed to help you invest towards personal milestones. Funds deposited in this plan are invested across 3 asset classes- Fixed Income, Real Estate, and Stocks.

It offers estimated returns of 10-15% per annum, with asset allocation tailored to the achievement of your goal’s timeline.

How to Create a Goal-based Plan

Log in to the app> Invest> Tap on Explore> Select a goal based plan of your choice> Follow the prompts.

Can I choose the asset classes I want in a Goal-based plan?

Yes, you can. With the Custom Goal-Based Plan, you can create a goal-based plan and select the combination of asset classes you want to include. 

To set it up: Login > Select ‘Invest’ > Scroll down to ‘Save Towards Goal’ and select ‘Custom Goal’ > Follow the prompts.