About the Feature Request category

All insights are very important and will help to guide the project in the right direction, We welcome everyone to share ideas and opinions to build Paytm Money

Can we have some kind of groupings for our mutual fund portfolios or funds so that we can group few funds as investments say for New Car , Education etc and map this goals/groups to MFs. Ofcourse should be able to track goals.

Ex :
Group 1 (New Car)

  • Target (7L)
  • Duration - 2yrs
  • I would want to invest in High-Risk Funds since this is a short-term
  • May be 3 MFs (A, B, C)

Gola 2 (Home Furniture)

  • Target (30L)
  • Duration - 5yrs
  • I would want here medium-risk funds for long-term
  • May be 5 MFs (A, P, Q, R, S)

Goal 3 (Retirement)

  • Target (2cr)
  • Duration - 30yrs
  • I would want here low-to-medium-risk funds
  • May be 5 MFs (P, Q, X, Y, Z)

Note: See how 1 MF can be part of multiple goals. Need some mechanism to “Tag” SIP against the Goal