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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.
Click Start Assessment and answer the questions.
Click on I Agree and Create a Goal
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 |
Next click on your goal and invest “One Time” or “Monthly basis”(SIP).
You can map existing investment fund (if available) with goal.
Continue with recommendation scheme or Choose myself.
Select Investment Profile and Place order.
Payment order authentication email has been sent. Complete the transaction by email purchase authentication or Click pay now via Net banking / Mandate.
