Strategy • Plan • Meetings (Online / Face-to-Face).
| GOAL | STRATEGY | REVIEW |
|---|---|---|
| Emergency Fund | 6 months expenses in Liquid/Debt bucket |
Monthly |
| Wealth Creation (5+ yrs) |
Index + Flexi/Mid (as per risk) |
6 months |
| ASSET | ALLOCATION | MODE |
|---|---|---|
| Equity MF / ETF | 50% | SIP |
| Debt MF | 30% | SIP |
| Gold | 10% | Periodic |
| Cash | 10% | Buffer |
| TYPE | DATE | TIME | STATUS | ACTION |
|---|---|---|---|---|
| Online | 2026-01-28 | 18:30 | Requested |
Auto-loaded after goal creation (represented as a guided flow in this UI).
The strategy aggregates goals into a single allocation view for clarity.
| Goal | Horizon | Priority |
|---|---|---|
| Education | 12 years | High |
| Retirement | 20 years | Medium |
Instead of manually jumping between sections, the flow guides you: Goals → Strategy → Execution.
A balanced allocation aligned to your profile. Values are illustrative.
Growth-oriented portion for long-term goals.
Stability and downside management.
Diversifier for risk events.
Readable, actionable guidance.