Set Goals (28 articles)

Article: This article explains how DIY investors can move from a shoot & aim to aim & shoot approach towards their investments.
Portfolio Construction Set Goals
Are Your MF Investments Do it Yourself? Make Plan it Yourself Your New Mantra for Success Article: This article explains how DIY investors can move from a shoot & aim to aim & shoot approach towards their investments.

Published: 28 January 2024

7 MIN READ
Article: This article shows how investors can map their various investments, like mutual funds, FDs, NPS, stocks etc., to different goals.
Portfolio Construction Set Goals
How to map your mutual funds to your investment goals? Article: This article shows how investors can map their various investments, like mutual funds, FDs, NPS, stocks etc., to different goals.

Published: 25 June 2023

8 MIN READ
Article: An emergency fund is essential to protect yourself from unexpected problems where a lot of money needs to be spent. This article will show you how to create one step-by-step.
Basics Step by step Set Goals
SMART goals: how to create an emergency fund Article: An emergency fund is essential to protect yourself from unexpected problems where a lot of money needs to be spent. This article will show you how to create one step-by-step.

Published: 5 October 2022

9 MIN READ
Article: This article offers the steps for identifying, quantifying and investing for buying your dream house.
House Purchase Step by step Set Goals
SMART goals: investing step-by-step for buying your dream home Article: This article offers the steps for identifying, quantifying and investing for buying your dream house.

Published: 7 September 2022

12 MIN READ
Article: Many investors are obsessed with returns. This post shows a different target to chase to ensure the purpose of investments is met.
Behaviour Set Goals
Why you should chase your target goal corpus instead of returns? Article: Many investors are obsessed with returns. This post shows a different target to chase to ensure the purpose of investments is met.

Published: 17 April 2022

10 MIN READ
Article: This article discusses a no-shortcuts, step-by-step guide for investors who want to create wealth.
Set Goals Portfolio Construction
Do you want to create wealth? This is how you should proceed step by step Article: This article discusses a no-shortcuts, step-by-step guide for investors who want to create wealth.

Published: 22 January 2022

13 MIN READ
Article: This article talks about what you need to do once you start investing for a goal throughout the time horizon.
Set Goals Portfolio Review
What is the lifecycle of a goal? Article: This article talks about what you need to do once you start investing for a goal throughout the time horizon.

Published: 3 January 2022

8 MIN READ
Article: Goal-based investing starts with setting goals in the right way. This post shows how.
Set Goals
How to set S.M.A.R.T goals for investing? Article: Goal-based investing starts with setting goals in the right way. This post shows how.

Published: 5 December 2021

7 MIN READ
Article: This post is targeted at investors looking at distributing their investments in the usual products available in the market.
Set Goals Asset Allocation
What should be my mix of MF, Stocks, Gold, NPS, FD, PPF and ELSS if I want to invest 50k per month? Article: This post is targeted at investors looking at distributing their investments in the usual products available in the market.

Published: 21 September 2021

17 MIN READ
Article: This post is targeted towards investors facing too many choices in funds, stocks, and insurance policies, making it difficult to get started.
Set Goals Portfolio Construction
How Goal-based investing helps you to cut through the clutter and lets you get started with investing? Article: This post is targeted towards investors facing too many choices in funds, stocks, and insurance policies, making it difficult to get started.

Published: 14 September 2021

8 MIN READ
Article: This post answers a common question asked by investors regarding investing for retirement.
Retirement Set Goals
What percentage of my salary should go towards retirement? Article: This post answers a common question asked by investors regarding investing for retirement.

Published: 10 September 2021

29 MIN READ
Article: This post shows how investors who are new to goal-based investing can get started near the mid-point of their careers.
Set Goals
I am 45 years old and have not invested before. How do I start now? Article: This post shows how investors who are new to goal-based investing can get started near the mid-point of their careers.

Published: 3 September 2021

7 MIN READ
Article: This post deals with a problem that many investors face: how to invest some “spare” money
Set Goals Portfolio Construction
I have ₹5 lakhs in the bank. What do I do now to get the best returns? Article: This post deals with a problem that many investors face: how to invest some “spare” money

Published: 31 August 2021

7 MIN READ
Article: This post is about how to avoid common mistakes that interrupt compounding.
Behaviour Set Goals
12 mistakes that interrupt compounding: what to do instead Article: This post is about how to avoid common mistakes that interrupt compounding.

Published: 10 August 2021

12 MIN READ
Article: This post shows how to reach a goal like 1 crore in 10 years or any such amount in any time you want
Set Goals Calculator
How to become a crorepati in 10 years? Article: This post shows how to reach a goal like 1 crore in 10 years or any such amount in any time you want

Published: 23 July 2021

5 MIN READ
Article: What to do when goals do not proceed on track and not enough surplus is available for investing.
Set Goals
How to prioritize goals based on available monthly SIP amount? Article: What to do when goals do not proceed on track and not enough surplus is available for investing.

Published: 5 July 2021

6 MIN READ
Article: The answer is mostly “it depends” but you can easily figure out the number from this post
Set Goals
How much of your income should you invest every month? Article: The answer is mostly “it depends” but you can easily figure out the number from this post

Published: 4 July 2021

5 MIN READ
Article: At various life-stages your finances, assets, income and investments will vary. Here is an overview
Set Goals
What should your financial life look like at different life-stages? Article: At various life-stages your finances, assets, income and investments will vary. Here is an overview

Published: 2 July 2021

11 MIN READ
Article: You pay a heavy price by waiting to start investments: this post shows the effects of every year of delay
Set Goals
What is the danger of starting investments late? Article: You pay a heavy price by waiting to start investments: this post shows the effects of every year of delay

Published: 27 June 2021

5 MIN READ
Article: Walk-through: Get the SIP amount for recurring goals like a dream vacation every few years
Set Goals
How to go for a foreign vacation every 3 years? Article: Walk-through: Get the SIP amount for recurring goals like a dream vacation every few years

Published: 26 June 2021

4 MIN READ
Article: Walk-through: Get SIP amount for all goals together
Set Goals Calculator
How do you get SIP amount for complete portfolio: Part 5 Article: Walk-through: Get SIP amount for all goals together

Published: 7 June 2021

6 MIN READ
Article: Walk-through: Get SIP amount for early retirement (RE)
Set Goals Calculator
How do you get SIP amount for early retirement (RE): Part 4 Article: Walk-through: Get SIP amount for early retirement (RE)

Published: 6 June 2021

5 MIN READ
Article: Walk-through: Get SIP amount for retirement goal
Set Goals Calculator
How do you get SIP amount for retirement: Part 3 Article: Walk-through: Get SIP amount for retirement goal

Published: 5 June 2021

11 MIN READ
Article: Walk-through: Get SIP amount for a goal with multiple payments
Set Goals Calculator
How do you get from goal to SIP amount: Part 2 Article: Walk-through: Get SIP amount for a goal with multiple payments

Published: 5 June 2021

4 MIN READ
Article: Walk-through: Get the SIP amount for a single payment goal
Set Goals Calculator
How do you get from goal to SIP amount: Part 1 Article: Walk-through: Get the SIP amount for a single payment goal

Published: 4 June 2021

7 MIN READ
Article: The purpose of investing is to fulfill a life goal: set that first
Set Goals Calculator
Set a goal before looking for what to invest in Article: The purpose of investing is to fulfill a life goal: set that first

Published: 3 June 2021

7 MIN READ
Article: Part 3: I am now ready to do goal-based investing. How do I get started?
Asset Allocation Set Goals
I am now ready to do goal-based investing. What now? Article: Part 3: I am now ready to do goal-based investing. How do I get started?

Published: 30 March 2021

13 MIN READ
Article: Save for children’s schooling, college education and marriage via goal-based investing.
Children Set Goals
Goal-based investing: How to save for children's future Article: Save for children’s schooling, college education and marriage via goal-based investing.

Published: 17 March 2021

11 MIN READ

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