Monitor your progress effortlessly. Our user-friendly interface offers real-time updates on your goal achievements and portfolio performance.
Retain control over your investments and adjust your strategy as needed. Life changes, and so can your goals – our platform is designed to be flexible to accommodate your evolving needs.
Ready to turn your dreams into tangible achievements? Begin your Goal-Based Investing journey with Sqrrl. Let’s create a roadmap to your financial success together.
Clearly outline your financial objectives, from short-term milestones to long-term dreams. Whether it’s a dream vacation, a down payment for a house, or retirement planning, we’ve got you covered.
Our platform crafts customized investment plans based on your goals, risk tolerance, and time horizon. Say goodbye to one-size-fits-all approaches and embrace a strategy that aligns with your unique aspirations.
Life is dynamic, and so are your goals. Our intelligent system continuously adapts your investment portfolio to reflect changes in your life, ensuring that you stay on track to meet your objectives.
Tailored risk management strategies help protect your investments while pursuing the growth required to achieve your goals. Balance is key, and we prioritize your financial well-being at every step.
Gain a clear understanding of your financial roadmap. Goal-based investing provides the clarity needed to make informed decisions and stay focused on what matters most to you.
As you achieve each milestone, celebrate your success. Our Goal-Based Investing approach allows you to track your progress, providing a sense of accomplishment along the way.
Goal-based investing is an investment technique where you pre-decide a particular amount of money you want to save and the time period within which you want to save it. Through goal-based investing, you can save for your favorite car, a trip to Europe, or even your dream house. It is a great way to achieve all your big and small dreams with full planning by being in complete control.
If you are wondering why goal-based investing a good option for is then let us guide you. Two very important reasons why goal-based investing is highly recommended are:
1. Full Control: You can call your goal anything you want! Once you select the title, you can select the specific amount you want to save. In addition to that, you pick the time period within which you want to invest and save.
2. Smart SIP: Goal-based investing is like a smarter SIP. The funds picked in the SIP case show more volatility than the suggested fund schemes for goals. Recommended funds for SIP can show more volatility because the long time span gives enough time to balance the gains and losses. However, for goal-based investing, the recommended funds show both growth and predictable performance records.
Goal-based financial planning is centered on a very customer-centric approach. With Sqrrl, you can pick your goal amount starting at Rs.30,000 and decide the minimum time span starting at 6 months. You steer the wheel while our algorithm takes care of allocating your money in the best schemes with complete portfolio optimization.
Naturally, there is no mandatory lock-in period in the case of goal-based investing. However, you might have to bear the exit load of the schemes you have invested in.
Introduction: Discover the transformative power of goal-based investing—an innovative strategy that goes beyond traditional wealth creation methods. Unveil the secrets […]
Introduction: In the realm of financial planning, Goal-Based Investing emerges as a strategic approach that goes beyond mere wealth accumulation. […]
Goal-based investment planning is a relatively novel approach to wealth management that centers around investing to achieve predetermined life goals. […]
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Email Id - support@sqrrl.in
Paville House, 5th Floor, Twin Tower Lane, Prabhadevi, Mumbai, Maharashtra 400025
Email Id - support@sqrrl.in
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