Goal Planning Details

Submitted by root on Wed, 01/11/2023 - 13:48
Goal Planning Intro
Title
Hi Rakesh!
Description

While we all want to invest for our future, it is advisable to segregate investments by goals. This helps in keeping a track of progress of each goal.

  • Planning your goals with UTI Mutual Fund makes it easy to plan for all that your family may need 

  • Try our extensive (coming soon) and quick goal planning options

  • You can create a goal by even mapping your existing investments

  • Get a goal report

Intro Image
Image
inro
Sub Title
It looks like you have not created any goals
Intro Header
Goal Planning
Sub Title Two
We are excited to see you plan another goal.
Extensive Goal Planning
Title
Extensive Goal Planning
Description

Plan for goals for you and your family

Left Image
Image
extensive-goal-planning
Title
Extensive Goal Planning slider
Description

Keep track of all your goals, review and take actions

Left Image
Image
extensive-goal-planning-slider
Title
Extensive Goal Planning
Description

Add more goals any time you want

Left Image
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extensive-goal-planning-timeline
To Quick Goals Details
Description

Already know what you need to plan for? Use our quick goals to get started.

Goal Timeline Details
Title
Extensive Goal Planning
date of birth label
My date of birth is
My Life Stage Label
My life stage is
Sub Title

Help us know more about you to give you a customised plan

Name
Hi Rakesh!
Existing Goals Details
Title
Goal Planning
Description

Help us know more about you to give you a customised plan

Keep it going label
Keep it going!
Goal achieved label
GOAL ACHIEVED
Days Left Label
Days left
Amount achieved Label
Amount Achieved
Target Amount Label
Target Amount
Absolute Return Label
Absolute Return
Goal Complete Achieved Label
Target Amount
Goal Complete Keep it going Label
Target year reached
Goal Complete Amount Achieved Label
Target Amount
Goal Complete Days Left Label
Target Date
Goal Complete Target Amount Label
Funds available as on date
Blue Background image
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img_bg_dbgp
White background image
Image
img_bg_gp
leef background image
Image
img_leaf
lady background image
Image
lady with flag
Would You Like Banners
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extensive goal plan
Title
Create Extensive Goal Plan
Description

Use our goal calculators to map out your goals

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Quick goals
Title
Create quick goals
Description

Use our goal calculators to map out your goals

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goal with existing investiment
Title
Create Goal with Existing Investments
Description

Map existing investments to create a goal

Edit Your Goal Details
Label
Edit Your Goal
Title
Edit Your Goal
Key
title
Label
Goal Name
Key
goalName
Label
Goal Target Amount
Minimum Value
100000
Maximum Value
200000000
Key
estimatedCost
Required
true
SubType
currency
Type
slider
Label
Extend Goal Time Horizon By
Minimum Value
1
Maximum Value
50
Key
horizon
Required
true
SubType
year
Type
slider
Delete Your Goal Details
Amount Achieved Label
Amount Achieved:
Target amount Label
Target amount:
Invested Amount Label
Invested Amount:
Goal Balance Label
Goal Balance:
Goal date Label
Goal date:
Tartget Amount Icon
Image
goal icon
Achieved of target amount Label
Achieved of target amount
Total Gains Label
Total Gains:
Absolute Returns Label
Absolute Returns:
Goal Track Description

Your goal is on track! Stay invested to reach your goal

Goal Planning Icon List
Goal Icon
Image
vehicle
Goal Type
RETIREMENT
Goal Planning Background Image
Image
Retairment cal
Goal Icon
Image
education
Goal Type
CHILDREN_EDUCATION
Goal Planning Background Image
Image
Education
Goal Icon
Image
Business
Goal Type
BUSINESS_VENTURE
Goal Planning Background Image
Image
bg_img
Goal Icon
Image
Wealth Generation
Goal Type
CREATE_OWN
Goal Planning Background Image
Image
aim
Goal Icon
Image
wedding
Goal Type
WEDDING
Goal Planning Background Image
Image
wedding
Goal Icon
Image
Vaction
Goal Type
DREAM_VACATION
Goal Planning Background Image
Image
Vaction
Goal Icon
Image
Car
Goal Type
DREAM_CAR
Goal Planning Background Image
Image
Car
Goal Icon
Image
DreamHome
Goal Type
DREAM_HOME
Goal Planning Background Image
Image
home
Goal Icon
Image
wedding
Goal Type
BUILD_WEALTH
Goal Planning Background Image
Image
bulild welath
Goal Icon
Image
CONTINGENCY
Goal Type
CONTINGENCY
Goal Planning Background Image
Image
contingency
Planned Their Goals Banner Details
Title
24,230 have planned their goals with us
Description

Don’t wait plan your goals now!

Banner Image
Image
goal-with-us-banner
Goal Tracking Details
Image
Goal Title
Your goal is
Track Title
On Track!
Track Type
On
Goal Title
Your goal is
Track Title
Off Track!
Track Type
Off
Image
Goal Title
It is time to Review your Goal
Track Type
Completed