Goal Planning Products
Structured financial products mapped to life goals β backed by expert advisory and designed to help you achieve each milestone systematically.
Available Goal Planning Products
Each product is structured around a specific life goal with tailored asset allocation and milestone tracking.
Compounding Core Wealth Allocation Strategy
Moderate volatilityMin. Investment
Recommended minimum: Not available
Risk Level
Moderate
Category
stock
Ideal Horizon
3β5+ Years
Projected Performance
Balanced Growth Strategy
Low volatilityMin. Investment
Recommended minimum: Not available
Risk Level
Low
Category
stock
Ideal Horizon
3β5+ Years
Projected Performance
Prudent Growth Strategy
Low volatilityMin. Investment
Recommended minimum: Not available
Risk Level
Low
Category
stock
Ideal Horizon
3β5+ Years
Projected Performance
Wealth+ India Vision 2030 Research Strategy
Moderate volatilityMin. Investment
βΉ1,00,000
Risk Level
Moderate
Category
stock
Ideal Horizon
3β5+ Years
Projected Performance
Want a personalised goal plan?
Use our interactive Goal Planner to generate a custom SIP recommendation mapped to your specific financial goals and risk profile.
Open Goal PlannerNote: Investment in securities market are subject to market risks. Read all related documents carefully before investing. SEBI Registered Investment Advisor: INA000021474.