A goal planner is a financial planning tool designed to help you identify, prioritize, and achieve your financial goals. By assessing your current financial situation and projecting future needs, a goal planner provides you with a clear roadmap to accomplish your financial objectives. Whether your goals are short-term or long-term, our goal planning services are tailored to fit your unique financial profile.

Types of Goal Planning:
Retirement Planning:

  • Focused on building a retirement corpus that ensures financial independence in your later years.
  • Includes strategies for regular savings, investment in pension schemes, and more.

Education Planning:

  • Helps you systematically save for your child's education.
  • Includes investment in child plans and educational funds.

Home Purchase Planning:

  • Assists in accumulating the required down payment and managing EMIs.
  • Involves a mix of savings and investment options tailored to your timeline.

Wealth Accumulation Planning:

  • Designed for those looking to grow their wealth through diversified investments.
  • Includes asset allocation strategies that align with your risk tolerance.

Features of Goal Planner:
Personalized Planning:

  • Tailored financial plans based on your specific goals and financial situation.
  • Regular reviews to adjust the plan as your circumstances change.

Flexible Investment Options:

  • Choose from a range of investment products that suit your risk profile and goals.
  • Options for both regular savings and lump-sum investments.

Holistic Approach:

  • Combines various financial products like mutual funds, fixed deposits, and insurance.
  • Ensures a balanced approach to achieving your goals.

Progress Tracking:

  • Regular updates on the progress of your goals.
  • Helps you stay on track and make necessary adjustments.


A well-structured goal planner is the key to turning your financial dreams into reality. At OM Sai Finvest Distributors LLP, our expert planners are dedicated to helping you chart a path to financial success, ensuring that you achieve your life goals with ease.

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