Course Product Card

Goal Based Investment Plan

Money alone doesn't create wealth—knowing your financial goals and timelines does. Goal-based mutual fund investing keeps you focused and disciplined. Let us help create a personalized plan that matches your wealth objectives.

₹9,999

₹16,999

Get a ₹400 off by using "YMF5" coupon code now!

Language - Tamil

Investment Strategy

Detailed monthly investment plan with exact calculations and optimal fund category allocations specific to your goals

Personalized Plan

Your unique Investor REF# for seamless communication and continuous support throughout your investment journey

One-on-One Session

Personal consultation via Google Meet/Zoom to discuss your plan in detail and address all your questions

Language - Tamil

Goal-Based Mutual Fund Investment Course

Goal-Based Investment Planning

Transform your financial future with a personalized approach to mutual fund investments aligned with your specific goals

Goal Definition

Learn to define clear financial goals with specific amounts and timelines, tailored to your lifestyle and needs

Portfolio Planning

Get detailed calculations for monthly investments and optimal allocation across different fund categories

Risk Assessment

Understand your risk tolerance and learn how to choose funds that match your comfort level and goals

Interactive Investment FAQ

Goal-Based Investment Plan – FAQs

What is Goal-Based Investing?

Goal-based investing is a strategy where investments are made with a specific financial goal in mind, rather than just focusing on returns. It ensures that your investments align with your financial objectives, such as:

🏠 Buying a house
🎓 Children's education
👴 Retirement planning
💰 Wealth creation
✈️ Vacations or Business

How can we discuss to understand an investor's needs?

We can connect via Google Meet/Zoom to discuss your plan in detail and address all your questions.

Should I use a broker code for my mutual fund investments?

I always recommend investing in a Direct Plan, and I am not interested in earning any commission through a broker code. I will provide your mutual fund details, but you will be investing on your own, and I am not taking any responsibility for your money, I will be there for you for any clarifications.

How will my investment plan be provided?

The plan will be provided to you as a protected PDF file. It will include a detailed monthly investment plan with exact calculations and optimal fund category allocations tailored to your goals. It will specify which funds to invest in, how much to allocate, and the appropriate investment categories, all with detailed calculations.

How can I contact you for any clarification or doubts?

I will provide you with a unique Investor REF# for seamless communication and continuous support throughout your investment journey. You will also be added to a Telegram channel for one-on-one discussions. Whenever you need any clarification, I will be there to assist you.

How long will you be providing support?

Once you have taken the investment plan, it will be valid for 2 years. After that, if you are satisfied with my consultancy service, you can renew it at a special discounted rate. This information will be communicated to you via email.

Should I Choose SIP or Lumpsum Investment?

SIP (Systematic Investment Plan) – Best for salaried individuals who want to invest monthly and reduce market timing risks.
Lumpsum Investment – Suitable for those with surplus cash, such as bonuses or windfall gains.

How Often Should I Review My Goal-Based Investments?

Annually or Semi-Annually – To ensure you are on track.
Increase SIP by 10-15% annually – Helps beat inflation.
Adjust Portfolio Allocation – Shift from equities to safer options as you near your goal.

What Happens if I Need to Change My Goal?

Investments can be rebalanced based on new priorities.
Higher-priority goals can be funded first.
Flexible SIPs allow for adjustments based on financial situations.

Can I Invest in a Mutual Fund for Multiple Goals?

Yes! You can allocate specific amounts to different goals within your portfolio. It's best to categorize investments to track progress for each goal separately.

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