This video is a step-by-step tutorial to guide you through the process of creating goals on the InvestMates app
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1. Open your investmates app to the home screen
Open your investmates app to the home screen
2. At the bottom of the page, click on the “goals” icon.
At the bottom of the page, click on the “goals” icon.
3.
You can begin setting your goals right here. For example, if you're looking to start saving for a home, just click the ‘Start Saving’ button in the Home section.
4. Then click on “let’s start ” and make sure to read the instructions provided above
Then click on “let’s start ” and make sure to read the instructions provided above
5. After clicking on Let's start, you will be prompted to answer what you are saving for. Once you answer that, enter the timeframe for the goal.
After clicking on Let's start, you will be prompted to answer what you are saving for. Once you answer that, enter the timeframe for the goal.
6. Then, enter your target amount for this goal. And by clicking on the currency button located on the text bar, you will be able to switch between USD and INR
Then, enter your target amount for this goal. And by clicking on the currency button located on the text bar, you will be able to switch between USD and INR
7. The last step to take before creating your goal is to identify how often you intend to contribute to the goal, which you can indicate by selecting one of the options provided below. After that, identify how much you plan to contribute in that time frame. Now you have created your goal, to view it exit the create goal section by clicking on the arrow above
The last step to take before creating your goal is to identify how often you intend to contribute to the goal, which you can indicate by selecting one of the options provided below. After that, identify how much you plan to contribute in that time frame. Now you have created your goal, to view it exit the create goal section by clicking on the arrow above
8. Your goal and all the other details you included are now visible on this screen. To add assets to the goal, click on the Holdings tab and click on add assets.
Your goal and all the other details you included are now visible on this screen. To add assets to the goal, click on the Holdings tab and click on add assets.
9. You can now add your investments and other assets by clicking on the plus symbol. To view these assets in another currency, click on the dollar and rupee icons at the bottom of the screen. Finally, to draw on assets from other family members or to choose specific assets click on the filter icon or use the search bar
You can now add your investments and other assets by clicking on the plus symbol. To view these assets in another currency, click on the dollar and rupee icons at the bottom of the screen. Finally, to draw on assets from other family members or to choose specific assets click on the filter icon or use the search bar
10. After adding an asset by clicking on the plus symbol, click on update to update the goal with that asset. Then you will be able to visualize how much you've saved and how much more needs to be saved.
After adding an asset by clicking on the plus symbol, click on update to update the goal with that asset. Then you will be able to visualize how much you've saved and how much more needs to be saved.
11. Additionally, to get an understanding of how long it will take you to meet this goal based on how much you contribute, you can go back to the goals page and click on the specific goal and use the slider in the Savings for this goal option to edit the amount you contribute in each time interval. Lastly, you can find further details such as time left, plan of action and asset allocation at the bottom of the page.
Additionally, to get an understanding of how long it will take you to meet this goal based on how much you contribute, you can go back to the goals page and click on the specific goal and use the slider in the Savings for this goal option to edit the amount you contribute in each time interval. Lastly, you can find further details such as time left, plan of action and asset allocation at the bottom of the page.
12. Now, you have successfully learned how to create custom goals on the InvestMates app. InvestMates' unique goal planning feature allows you to plan, track, and achieve your financial goals across countries and family members.
Now, you have successfully learned how to create custom goals on the InvestMates app. InvestMates' unique goal planning feature allows you to plan, track, and achieve your financial goals across countries and family members.
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