GOALS in Mutual Fund

Please provide the option to create portfolios based on the goals like pot where we can add mutual funds and track the performance of each individual portfolio. Also, one can also check spread of each portfolio in large, mid and small cap sectors.

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Hi @anantbara
Thank you for sharing your valuable feedback on creating goal-based portfolios and portfolio analysis. I’d love to understand more about the challenges you’re facing. Could we schedule a quick call to discuss this further? Your insights will help us shape the new features to better meet your needs.

Please DM your contact details. Looking forward to connecting with you!

Dear Jitender,
You may contact me on 8871718032.

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