Goals
Know what each goal really needs each month.
Set goals like a child's education, a home or retirement with a target amount and date. Wealth Vision adjusts for inflation and shows the monthly SIP you need and any shortfall.
“Are you saving enough for the goals that matter?”
What it covers
- Education
- Home
- Retirement
- Any goal with a target and a date
Inflation-adjusted targets
Set an inflation rate and see what the goal will actually cost on the target date.
Required monthly SIP
See the monthly investment needed to get there at your expected return.
Shortfall shown plainly
Current corpus against the target, so a gap is visible years early.
Priorities
Rank goals so the family agrees on what gets funded first.
Per member
Attach a goal to the family member it's for.
Pause when life changes
Mark a goal active or paused without losing its history.
Works together
Part of one family record.
Everything you add here counts towards the same family picture as the rest.
Next: Family & sharing
Start your family's record today.
Begin with one bank account or one policy. Add the rest when you have a quiet hour. Every entry is one less thing your family has to guess.