Goal Planning Products
Structured financial products mapped to life goals — backed by expert advisory and designed to help you achieve each milestone systematically.
Available Goal Planning Products
Each product is structured around a specific life goal with tailored asset allocation and milestone tracking.
Compounding Core Wealth Allocation Strategy
High volatilityCompounding Core Wealth Allocation Strategy Strategy Objective The objective of the Compounding Core Wealth Allocation S…
Min. Investment
₹15,00,000
Stocks
13
Risk Level
High
Balanced Growth Strategy
High volatilityBalanced Growth Strategy Strategy Objective The objective of the Balanced Growth Strategy is to achieve long-term capita…
Min. Investment
₹10,00,000
Stocks
13
Risk Level
High
Prudent Growth Strategy
Moderate volatilityPrudent Growth Strategy Strategy Objective The objective of the Prudent Growth Strategy is to pursue long-term capital a…
Min. Investment
₹10,00,000
Stocks
13
Risk Level
Moderate
Wealth+ India Vision 2030 Research Strategy
High volatilityWealth India Vision 2030 – Research Strategy 🎯 Investment Objective The Wealth India Vision 2030 Research Strategy aims…
Min. Investment
₹5,00,000
Stocks
7
Risk Level
High
Wealthplys Solar Value Chain Advisory -II
High volatilityWealthplys Solar Value Chain Advisory – II is a thematic equity advisory strategy focused on identifying long-term inves…
Min. Investment
₹1,00,000
Stocks
1
Risk Level
High
Premium Food Brands Theme
High volatilityPremium Food Brands Theme focuses on identifying companies with strong, trusted, and premium food brands, supported by g…
Min. Investment
₹1,00,000
Stocks
1
Risk Level
High
Financial Digitization Strategy
High volatilityFinancial Digitization Strategy focuses on companies enabling the transformation of traditional financial services throu…
Min. Investment
₹1,00,000
Stocks
1
Risk Level
High
Defence Manufacturing Strategy
High volatilityDefence Manufacturing Strategy focuses on companies involved in the development and manufacturing of defence equipment,…
Min. Investment
₹1,00,000
Stocks
1
Risk Level
High
Railway Safety & Defence Electronics Strategy
High volatilityRailway Safety & Defence Electronics Strategy focuses on companies developing advanced electronic systems and techno…
Min. Investment
₹1,00,000
Stocks
1
Risk Level
High
WealthPlys Energy Transition Strategy
High volatilityWealthPlys Energy Transition Strategy focuses on companies contributing to the transformation of the global energy ecosy…
Min. Investment
₹1,00,000
Stocks
1
Risk Level
High
Structural Growth Compounder
High volatilityStructural Growth Compounder Strategy focuses on identifying businesses with strong and sustainable long-term growth pot…
Min. Investment
₹1,00,000
Stocks
1
Risk Level
High
Digital Transformation Leader
High volatilityDigital Transformation Leader Strategy focuses on companies leading the adoption of digital technologies, cloud platform…
Min. Investment
₹1,00,000
Stocks
1
Risk Level
High
Enterprise Software & Digital Engineering
High volatilityProvide enterprise software development, digital engineering, cloud computing, AI solutions, data analytics, and IT cons…
Min. Investment
Recommended minimum: Not available
Stocks
1
Risk Level
High
Structural Growth Opportunities Strategy
High volatilityInvests in fundamentally strong companies benefiting from India's long-term structural growth across digital technology,…
Min. Investment
₹2,00,000
Stocks
2
Risk Level
High
Want a personalized goal plan?
Use our interactive Goal Planner to generate a custom SIP recommendation mapped to your specific financial goals and risk profile.
Open Goal PlannerNote: Investment in securities market are subject to market risks. Read all related documents carefully before investing. SEBI REG. No. INA000021474.