MutualSaathiFinancial PlanningWhat is Goal-Based Investing?
Goals
Goals

What is Goal-Based Investing?

Goal-based investing assigns specific portfolios to specific financial goals — child's education in 10 years, home purchase in 5 years, retirement in 25 years. Each goal has a dedicated portfolio with a suitable asset allocation and SIP amount. It prevents emotional withdrawals and keeps investments structured and purposeful.

Financial Planning

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