My Goals

Set goals first, then generate a strategy (IA) and invest via mutual funds (MF).

Layer 2 · Planning Progressive Disclosure
Active Goals

Your goals unlock context-aware tasks and strategy.

Saved Goals
Goal Horizon Target Action
🎓 Education
12 Years ₹25,00,000
🧓 Retirement
20 Years ₹1,00,00,000
Next

Generate a strategy automatically after goal creation (guided in this UI).

Build Strategy (IA)
Goal Categories

Use category icons for faster selection.

Education
Plan for tuition
House
Down payment
Retirement
Long-term wealth
Car
Short-term goal

Add a Goal

Fields from the plan, represented as a modern form.

Create
Review Risk Profile Save & Build Strategy
After Goals

Next: IA Strategy → Plan Execution → Ongoing relationship.

Create Strategy