Insights

Reach your goals, the smart way!

January 23, 2015 . FundsIndia Desk

Goal-based investing is the surefire way to ensure your investments don’t disappoint you. And there can be no better way to invest for your goals than through our Smart Solutions portfolios. Designed by our in-house research team, Smart Solutions is a simple, hassle-free guided portfolio that will be reviewed by our experts through its lifetime. Launched in June 2013, this investment service is based on a simple, yet effective premise – to actively advise investors on the performance of their portfolios until they achieve their goal. To start off, our research team picked four goals that are most relevant to people today – Education, Marriage, Retirement, and the most interesting one of them all – a starter kit for those who are just getting started with investing.

We then picked a basket of mutual funds appropriate to such goals for different time frame buckets. And we didn’t stop there.

Any successful investor knows that the secret to managing a profitable portfolio lies in the phrase – regular review. To make sure your investments work towards getting you to your goal, our research team periodically reviews your Smart Solutions portfolio for you, and sends click-easy expert recommendations to help keep your portfolio healthy. This service is available free of cost to all new and existing customers of FundsIndia.

Given below is the performance of our Smart Solutions portfolios, comparing it with the blended index’ returns. Here’s how well our portfolios have performed for you:

goaltable

SIPP XIRR returns from June 1, 2013 to December 31, 2014.
With one change in fund made in June 2014 for 5-10 year marriage portfolio.

As can be seen in the above table, some of our portfolios beat the benchmark by as much as 20 percentage points.

Hence, the secret to investing is simple – set a goal, choose good funds, invest systematically and review regularly. Automate this process and let the experts take care of your investments with FundsIndia Smart Solutions. Click here to pick your Smart Solution today.

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