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.
What is a Smart Flexi SIP?
Glide Invest's Smart Flexi SIP is a feature specially built to allow and enable you to take complete control of your goals. It gives ultimate flexibility to change the SIP amount, Pause, Stop, and Restart your SIP investments at any time, and ...
Can I create my own goals?
Glide Invest allows the you to create custom goals with a custom target value or customer SIP amount. Based on your risk profile, we shall recommend suitable funds to enable you to reach that goal. At this point, we do not allow creation of custom ...
How does goal based investing work?
The Glide Invest app asks you to fill a risk questionnaire at the time of joining, through which we assess your risk profile. When selecting a goal, our backend algorithm gives you choices curated to your risk profile, along with a more conservative ...
What is Pause SIP, and how do I use it?
We understand that unexpected emergencies can arrive in anyone's life, and during these testing times, it's hard to meet all your pre-planned commitments, including your investments in you SIP-based goals. To overcome this problem, rather than ...
What is Edit SIP, and how do I use it?
As the name suggests, the Flexi SIP provide you the ultimate flexibility of modifying your SIP investments. With "Edit SIP", you can modify the amount of your upcoming SIPs based on your requirements at any point in time. Whether you want to make ...