Financial planning is managing and organising your money. It includes keeping a track of your current expenses and savings to understand your spending patterns. Based on them, a financial plan is created which allocates your money according to the goals you want to achieve in the future.
Financial planning is important for everyone because saving money is the first step towards securing your financial freedom. A financial plan allows you to systematically save for the major financial goals you want to achieve. Having a financial plan brings stability in your life and safeguards you from getting into difficult positions later in life.
It lets you choose from a set of predefined goal like travel, honeymoon, house purchase and so on or you can set your own personalised goal.
Fill in details like the cost, how soon you want to achieve it and it will give you the amount you need to invest monthly in a mutual fund SIP investment to reach your goal.
You get to choose from a range of mutual fund investment options to achieve that goal in the fastest way possible.
Create an investment plan to build your wealth in the future by investing in mutual funds with our Angel Wealth app. We'll figure out the ideal equity to debt ratio and whether you should invest via SIP or lumpsum to achieve your financial freedom.
Plan for your dream vacation by investing with our Angel Wealth app. Just enter the approximate budget you'll require and when you are planning to go, and we'll figure out the rest by selecting the correct mutual fund investment options for you.
Get the perfect bike you desire by investing with the Angel Wealth app. Enter the cost of the bike you're planning to buy and when you'll buy it, and we'll tell you the mutual fund investment options you can choose from.
Get the best car of your dreams by investing with the Angel Wealth app. Enter your dream car's on-road price and when you'll buy it, and we'll tell you how much you'll need to invest in mutual funds to achieve it.
Get the latest electronics/laptops/mobile phones in the market by investing with our Angel Wealth app. Just enter the cost of the device and when you're planning to buy it, and we'll tell you how you can start investing in mutual fund to get it.
Planning to get your dream home? Investing with Angel Wealth app can help you achieve your goals. Just let us know what the cost of your house will be and when you plab to buy it, and we'll tell you how you can start your mutual fund investments for it.
Looking to expand your business but require more financial backup? Angel Wealth app tell you how much you should invest to grow your business and we'll handle the rest for you by suggesting various mutual fund investment options to choose from.
Didn't find what you're looking for? Fear not, Angel Wealth allows you to set your own custom goals and allows you to define the parameter of what you want to achieve and when you want to do it. We'll then calculate the effect of inflation and tell you the mutual fund investment options you can choose from to achieve it.