Goal based investing is an approach to ensure each of the financial goals is achieved through independent investing exclusively for that goal. Hence, quantum and duration of investment, asset class, risk profiling will depend on financial goal that needs to be achieved. Therefore, success of goal based investing will depend on meeting the financial goals at the right time.

At Chola Securities, we facilitate goal based investing through Systematic Investment Plan (SIP). If you have lump sum to invest, we can channel it to fulfill your goals. Talk to our Relationship Managers or open your mutual fund account to invest online.