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What does goal-based mean?

Capitalmind Wealth follow a goal-based investing strategy. You share a goal (retirement, kids college, regular travel or a big purchase coming up) and we optimize your investments – initial (lump sum) and ongoing (SIPs) + debt and equity levels to increase the odds of you achieving your goal. This way you don’t have to tell your kids they need to take a year off before college because the stock market was down 30%!

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