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Distributor Guide · Guide 04

Goal-Based Investing

Help clients invest with purpose. Identify and prioritise goals such as retirement, education, or a home purchase. Each goal is assigned a time horizon and target amount with real-time inflation adjustments.

  1. •
    Go to the Clients tab on your dashboard. Click on the client whose goals you want to manage.
  2. •
    Click on 'Goals'.
  3. •
    To create a new goal, click on 'Add New Goal'.
  4. •
    After entering goal details, assign funds. Choose 'Start New Portfolio' to purchase fresh funds for this goal, or 'Add Existing Funds' to assign from the client's current holdings.
  5. •
    Add Existing Funds: Select the funds from the client's existing investments that you want to assign to this goal.
  6. •
    Select the funds and click 'Submit'.
  7. •
    The goal appears in 'List of Goals'. View progress, amount accumulated so far, and the final target. Click the goal to see full details or make edits.
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