Mutual funds are one of the most helpful investment options for people of almost all ages. However, there are 40+ AMCs providing 2500+ schemes and it requires an in-depth knowledge of the field to find out the right set of schemes to build a good portfolio that generates better alpha returns against your investment in mutual funds. The good thing about them is that you are not on your own. You have experienced persons and/or platforms to help you to invest your funds in the right place. Precise Goal is one such platform to help you achieve your desired goals.

A goal-oriented investment relies on your strategy to achieve your future financial goals without risk. It can be a short-term or long-term goal and can have varying durations. At Precise Goal, we help you select ideal goal-oriented investment solutions for achieving your financial expectations. With our assistance, you can choose various mutual funds with different investment objectives to reach your monetary goals.

Our portfolio has a result-oriented fund selection process based upon our brilliant in-house research model. Here is how it works:

• We help you make a disciplined investment through monthly SIPs and periodic portfolio rebalances. 

• Our goal-based investment plan helps you limit the debt usage you would have used for property purchase, buying a vehicle, children’s education and marriage, etc. 

• Moreover, our goal-based investing solutions help you attain financial security and increase your savings by reducing non-discretionary spending.

Blockbuster portfolio

High-risk mutual funds are funds that have outstanding potential to provide high returns. However, these high-risk investments are volatile and come with considerable risks. Therefore, at Precise Goal, we help clients select Sectors funds based upon our excellent research model and relevant back-tested data. Here are some unique features of this high-risk portfolio mentioned below.

• Portfolio consists of Sectors and thematic funds.

• Maximum three sectors are recommended within Index Nifty50.

• Sector Rebalancing relies on valuation at the beginning of financial years.

• High risk – Recommended holding period is five years and above.

• Objective of generating higher alpha beating Index returns.