Glide Invest FAQ: What is Goal based investing?

What is Goal based investing?

Goal based investing is an investment methodology where all investment decisions are made with an intent to culminate in a fixed goal at the end of a fixed duration. Some examples of goals include retirement at 60, child’s marriage at 25, child’s education at 18, etc.

In goal based investing, you decide your goal, the goal amount and the desired time to reach that goal. Based on your risk tolerance, our algorithm shall recommend funds that best meet all your goal parameters through the SIP route.  You can optionally add a lumpsum investment too to the goal to reduce your SIP investments.  Over time, we will guide you to rebalance your portfolio by reallocating your SIP investments in the existing portfolio.


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