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> Click on plan> Scroll down to Goals> Click on Build wealth plan> Follow the prompts.