Goals
- What are Goals on Indiafundbazaar?
- How many Goals can I set?
- Can I make Goal based investments?
- I redeemed a fund, do I need to edit my Goals?
- What is Goal Summary & Goal Progress?
- Difference between Achieved Goals & Completed Goals?
Goals on Indiafundbazaar are an easy and simple way to maintain and track the progress of your goals based on your current investments.
You could add goals such as going on a vacation, creating a retirement fund, buying a home or anything of your choice.
You could add goals such as going on a vacation, creating a retirement fund, buying a home or anything of your choice.
You can add as many goals as you want to add and track. You can do this using the pre-defined Goals on Indiafundbazaar or even add a custom Goal.
Yes, we can make Goal based investments. You can invest for Retirement Planning, Child Education, Marriage Planning, Save Income Tax and Wealth Builder and also we let you add Goals and Track their progress against your Current Portfolio Value. Simple.
To avoid such complexity, we have kept Goal tracking simple and not linked to any Mutual Fund schemes.
Hence, it is not mandatory to edit a goal if you have redeemed a fund. You can mark the goal as completed if you have achieved any goal based on the redemption from the fund(s).
Hence, it is not mandatory to edit a goal if you have redeemed a fund. You can mark the goal as completed if you have achieved any goal based on the redemption from the fund(s).
Goal Summary is a visual snapshot of the progress of each of your goals against your total investment value.
Goal Progress is a visual snapshot of the realization of your total goal value against your total investment value .
Goal Progress is a visual snapshot of the realization of your total goal value against your total investment value .
Achieved Goals: A goal is shown as achieved (100%) when the investment value meets or exceeds your goal value.
Completed Goals: You can mark any of your goals as completed.
Completed Goals: You can mark any of your goals as completed.