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Invest with Intention. Grow with Purpose.
Your life does have milestones. So should investing. At EstaFin, we convert goals like purchasing a property, ensuring your child's future, or early retirement into customized strategies that evolve with you.
Just a bright path to your dear ones.
What is a Goal-Based Investing (GBI) Approach?
Goal-Based Investing (GBI) is a client-focused wealth management approach that helps you grow your wealth by aligning your investments with your personal life goals, big or small.
Traditional vs. Goal-Based Investing: A Comparative Look
| Traditional Investing | Goal-Based Investing |
|---|---|
| Focuses on market returns | Focuses on life goals |
| One-size-fits-all portfolios | Personalized for each financial goal |
| Short-term thinking | Long-term strategic planning |
| Reactive | Proactive and intentional |
How does EstaFin Help You?
Step 1: Discovery and Goal SettingOur experienced advisors will gain a deep understanding of your financial background, life stage, and future goals.
- Buying a home within 5 years
- Fund for the child's education in 10 years
- Retirement corpus at age 55
- Vacation fund every 3 years
- Entrepreneurial venture in 8 years
You receive a pictorial goal chart that illustrates your journey, covering:
- The time horizon
- Your risk comfort
- Future value adjusted for inflation
- Monthly required investment
We create tailored portfolios using:
- Mutual Funds
- ETFs
- Equity (for advanced investors)
- Debt Instruments (Bonds)
- Tax-saving instruments
- Real estate or alternatives (if applicable)
We monitor progress, provide periodic reports, recommend adjustments, and enable reprioritization as life evolves.
Step 5: Real-Time Goal Tracking DashboardTrack your progress with detailed reports, including:
- Total investment to date
- Progress toward each goal
- Option to reprioritize or change goals
Ideal for
- Salaried employees or professionals planning families
- Dual-income households mapping out their future
- Mid-career professionals aiming for early retirement
- Business owners balancing short- and long-term needs
- Anyone seeking clarity, structure, and purpose in investing
Why Choose EstaFin
- AMFI Registered Mutual Fund Distributor & IRDAI Certified
- Digital simplicity
- Assisted by an experienced team (not algorithms)
- Transparent, unbiased recommendations
- Goal-tied strategy
- No pushy sales, just sound advice
Build Your Wealth, Your Way