Smart Goal-Based Investment Planning

Build a personalized investment strategy to achieve your financial dreams

Client Profile Setup

Tell us about yourself to get personalized recommendations

Age

Monthly Income (₹)

Available for Investment (₹)

Amount you can invest monthly

Risk ToleranceModerate

ConservativeModerateAggressive

Investment Experience

Tax Bracket

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Quick Goal Setup

Choose a goal template or create custom investment goals

•Choose a goal template or create custom:

•Goal Name

•Target Amount (₹)

•Years to Goal

•Priority LevelMedium

LowMediumHigh

•Expected Inflation Rate (%)6.0%

4%7%10%