Invest for your goals by identifying and prioritizing goals such as retirement, education, or purchasing a home. Each goal is assigned a time horizon and required amount. This approach makes investing more personal, disciplined, and outcome-oriented with real-time adjustments to inflation.

1. Go to Clients tab in your dashboard. Under ‘List of all Clients’, click on the client whose goals you want to refer to

2. Click on ‘Goals’

3. To create a goal, click on ‘Add New Goal’

4. After entering goal details, you have to assign funds to your goal. You can choose from ‘Start New Portfolio’ or ‘Add Existing Funds’

5. In case of Start New Portfolio, follow these steps to purchase and assign new funds to the goal

6. In case of Add Existing Funds, you have to assign funds from the existing investments of the client

7. Select the funds that you want to assign and click on ‘Submit’

7. Your new goal is now added to ‘List of Goals’. You can see goal progress, amount that you have accumulated until now, and the final amount that you need to achieve. You can see detailed information of the goal by clicking on it

8. To edit an existing goal, click on the goal and make edits as per your choice