a goal is a
number with a
date on it.
We understand your goals, time horizons, financial position and risk appetite and then help translate them into an investment strategy designed around you.
track. fund. achieve.
chase your
financial goals
All though one mobile app, you can
You can set your goals through Epsilon Money Mobile App and we assist you to translate it into a portfolio; and then track how far you’ve travelled toward it, in real time, on your phone.
Enter What, When, How much.
Every goal starts as three answers: what you’re saving for, when you need it, and the number that gets you there. Fill those in, and you’ve turned a wish into a target you can actually aim at.
We understand your goals,
Based on the goal you set, the app suggests a portfolio which is a mix of funds shaped by your timeline and risk profile. you can review it, adjust it, and invest, all from your phone.
financial goal planning begins with one honest measurement - the gap between where your money sits today and where a life will need it to be. some gaps close in months. others take decades. the two are never managed the same way.
How Do We Get
You There?
one framework, applied goal by goal: objective and horizon, target corpus, strategic allocation, then periodic review against that target.
define
objective, horizon and liquidity need, stated explicitly.
quantify
target corpus derived from category-specific inflation.
allocate
strategic asset allocation set to the risk budget.
review
quarterly attribution against target, rebalanced on drift.
Plan your Goal through Calculator
Big goals feel abstract until you put a number on them. This calculator turns your target into a clear plan.
YOUR INPUTS
| By end of the year | Invested Amount | Resultant Amount |
|---|
SIP Amount Required
₹0
These calculations are provided for illustrative purposes only and do not constitute investment advice or any recommendation. Results are based on assumptions, including an assumed rate of return, and are neither a projection nor a guarantee of actual outcomes. Epsilon Money makes no warranty as to their accuracy, completeness, or currency and accepts no liability for reliance on them. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance is not indicative of future results. Please consult your financial and tax advisers before investing.