PORTFOLIO & PLANNING

Setting Financial Goals

Goals connect your investments to what you're actually saving for — retirement, a home, your child's education, or anything else with a target amount and a timeline.

Setting up a goal

1 Define the goal

Give it a name, a target amount, and a target date.

2 Link your investments

Point specific holdings or SIPs at the goal so its progress reflects real money, not just a plan.

3 Track progress

Your Goals page shows how close you are, and whether your current investment pace will get you there on time.

Not sure how much to invest monthly for a goal? Use the SIP Calculator to work backward from your target amount and timeline.