If, You do NOT have investment goals:

• Issues in generating regular returns over invested funds.
• No consistent format or pattern of investment.
• Chances of losing notional gain due to no updates pertaining to funds progress.
• You may even leave your existing investments on the mercy of the market at the time of recession because you do not have specific goals.
• Your Investment planning is going on Luck by Chance, not Luck by CHOICE.

And these things can be avoided, if you have Goal GPS Tracker in your Life!

How Goal GPS solves above issues:

• Well structure planning and mapping of funds is possible through different assets along with mutual fund investment.
• Get facility to set specific objectives for client like, child education, car planning, house planning, retirement planning and more.
• Regular tracking of goals is performed to ensure the goals are achieved within set span.
• New funds can be allocated anytime along with existing investment.
• The final periodical review of your investment needs

Goal GPS necessarily focuses towards:

• Systematic goal planning is done for future.
• Well planned strategy is formed after calculating the inflations and future cost.
• Funds can be mapped and allocated with multiple assets including SIP.
• New funds can also be mapped as per investors planning.
• Tracker assists in monitoring the status of investment.

It is reasonably evident that Goal GPS tracking can be helpful for virtually everyone.

Overall an investor dealing in the market of investments is recommended to should have online Mobile App and wealth elite desk login for our uninterrupted services and availing the benefits of such feature as mentioned in Goal GPS which ease the steps in gaining returns. The feature is must for all investors for a seamless transactions experience and growing individually.

Suitability

If you are serious about your financial life, could establish long-term relationship till your life ends and understand that Goal GPS is not a one-off exercise as it is ongoing process till the life goals achieved. Goal GPS is only the right path for you, which will map your each and every goal of your financial needs and will give you the purpose of your existing and future investments.

If you are looking for Complete Organising of your Financial Life, make suitable Investments, getting out of non-suitable Products, and have a disciplined process oriented Goal-based Invetment Plan, this service is the best suitable for you.

Fee Structure

For All accross the Age and income spectrum-

The first year annual Fee is Rs 10,000 + GST@18%(Rs 1,800) = Rs. 11,800 per annaum and Rs 5,000+GST @18%(Rs 900)= Rs 5,900 for subsequent years till the goal achieved

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Disclaimer

We do not promise that the investments you make based on this plan will be profitable. Investments are always subject to various market, currency, and economic, political and business risks. We will not be liable for any losses that may be caused directly or indirectly by such investment decisions. Let's Start Here