01INVESTING WITH PURPOSE
Defining Your Goals
Every goal is prioritized with a target amount and year, so each rupee is mapped to a meaningful destination.
1Goal prioritization
2Target amount and year
Native Goal Achiever
Build Wealth with
Purpose-Driven Goals
Plan smarter. Invest with intent. Reach every goal — backed by data, not guesswork.Under 3 minutes, for free.
Goals Journey
How it Works
02PERSONALIZING YOUR PLAN
Getting to Know You
We start with your life context, income pattern, risk comfort, and timelines so the plan reflects your real world, not a template.
3Profile setup
4Risk and timeline mapping
03FINDING THE RIGHT PORTFOLIO
Designing the Allocation Path
The engine computes inflation and expected returns, then creates an allocation glide path that evolves as goals come closer.
5Inflation and return modelling
6Glide path allocation between MultiAsset and Debt
04STAYING ON TRACK
Review and Realign
Track progress against targets and get adjustment suggestions whenever your cashflow or goals change.
7Progress vs target tracking
8Real-time plan corrections
Flagship Planner
Native Goal Achiever
A personalised financial plan built around your real goals — home, retirement, education, and more. Powered by Native's quant engine.
6 Goal TypesInflation-AdjustedGlide-Path AllocationExportable Plan
Free · Takes under 3 minutes