What goal do you want to save for?

We'll help you bring your dreams to life.

What’s on your mind?

How it Works: 3 Simple Steps

Develop a Financial

First step to achieve your dreams.

Convert Financial Goals to a Plan

Supporting your dream while taking care of your responsibilities.

Create and Implement a Financial action plan

Turn on automatic transfers — any amount — to start saving simply.

Have some questions?

Goal based investment is the feature available to the customer for setting their goals and achieve them via monthly SIP investment in recommended mutual funds.
Motilal Oswal AMC is continuously trying to increase the number of Goals for which investor can start investments.

Below are the different type of Goals:

1. Child Education/ Child Marriage - Plan for the child's higher education or Goal wedding. 2. Retirements - Plan for your retirement years 3. Goal Home - Plan for the down-payment of the home or property. 4. Build Wealth - Plan for the wealth creation to make the future safe.
Yes customer will be able to track the goals on mutual fund portfolio. He can then view current status of the goal, number of remaining SIP's, future value of goals etc. Customer can also check pending goals or saved goals if any.
Every goal you create is saved automatically for your reference.All goals created by you can be found in My Goals section. You will also receive an email for each goal creation.
Yes, you can upload one image against each goal for personalization