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Goal Based Investment
Login Our “Consortium Wealth” Mobile App
Go with “Goal I want to achieve” and set a purpose for investment.
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Click Start Assessment and answer the questions.
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Click on I Agree and Create a Goal
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Choose your Financial Purpose as given below and Enter your Goal name, Target Amount, end date, expected rate of return, inflation rate and create a goal.
Education | Marriage | Retirement |
Buying Home | Buying Car | Wealth Creation |
Holiday | Loan Clearance | Others |
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Next click on your goal and invest “One Time” or “Monthly basis”(SIP).
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You can map existing investment fund (if available) with goal.
Continue with recommendation scheme or Choose myself.
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Select Investment Profile and Place order.
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Payment order authentication email has been sent. Complete the transaction by email purchase authentication or Click pay now via Net banking / Mandate.
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