We all have dreams. Some are personal, like owning a home filled with sunlight and laughter. Some are practical, like sending our kids to the best schools. And some are quiet, long-term dreams: a peaceful retirement, traveling the world, or leaving a legacy.
But here is the truth: unless we take focused, consistent steps toward them, these dreams remain just that—dreams.

That is where investment planning comes in. If your dreams are the destination, a well-crafted investment plan is your map.
Yet for many people, the idea of planning investments feels overwhelming. With hundreds of mutual fund options available across different platforms, each with its own strategy and purpose, how do you know what is right for you?

That is exactly why we created the Investment Planner—a simple and free tool that transforms your dreams into an actionable investment plan in just a few easy steps.

What the tool does for you?

1. Investor profiling

   The journey starts with getting to know you, not just your age or income, but your complete investment personality. This includes your comfort with risk, your preferences for how you like to invest, and the stage of life you are in. By creating this holistic profile, the tool ensures that every recommendation it provides is aligned with who you are today and where you want to be in the future.




2. Crystallises your financial goals

   Next, the tool helps you convert your aspirations into clear and realistic goals. Whether you are planning for something short term or looking further ahead, it helps define what you are investing for, how long you have, and how much you can comfortably invest. This step bridges the gap between dreaming and doing, ensuring your strategy is not just ambitious but also achievable.




3. Delivers a tailored investment plan

   Once your profile and goals are mapped out, the tool brings it all together to create a tailored investment plan. It selects mutual funds that align with your unique needs, based not only on potential returns, but also on your risk appetite, time horizon, and suitability. The result is a clear and easy-to-understand report that gives you the confidence to take your next step, knowing it was made just for you.

What you need to input: just a few clicks, no complicated forms

Getting started is refreshingly simple. All you need to do is share a few basic details—most of them in multiple-choice format. No long explanations. No financial jargon.

You will be asked to select:

• Your age and current life stage

• Your financial goals, such as growth, stability, tax savings, or legacy planning

• How much you can comfortably invest, either monthly or one time

• Your preferred investment method: Systematic Investment Plan or lump sum

• Your investment horizon

• Your general comfort with different types of investment products

We guide you through each step with easy, intuitive options. You simply choose what reflects you best.

What do you get in return?

This is not just a generic report. Here is what lands in your inbox:

• A clear summary of your investment profile

• A breakdown of your investment goals and strategies

• Guidance on how to invest, whether through SIP or lump sum

• Fund recommendations that are aligned to your needs

• Complete details on each suggested mutual fund scheme so you can invest confidently

Why this tool stands out?

• It is fast — Get your personalised plan in just a few clicks

• It is easy — No jargon, no complexity

• It is tailored to you — Not based on trends or tips, but on your goals

Most importantly, it replaces guesswork with clarity, and confusion with confidence.

Ready to start your journey?

There is no better time than now. With your personalised investment plan in hand, you can begin building the financial future you have envisioned.

Because the right funds, chosen for the right reasons and aligned to your real goals, can turn distant dreams into achievable realities.

“Do not wait for the perfect time to invest. Make the time you have perfect for investing.”

Start your investment journey today with the clarity, confidence, and convenience of our Investment Planner

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.