Tag «goal-based»

MintWalk partners with PwC Fintech Program for developing Goal-based investment platform

  September 07, 2017, New Delhi: MintWalk (GetClarity Fintech Services), a leading goal-based, SEBI-registered robo-advisory platform today announced their partnership with PwC’s Fintech Program. Through this program, PwC is mentoring and assisting MintWalk in creating a world-class disruptive goal-based financial services platform. MintWalk is the one of the first such partnerships under PwC’s Fintech Program globally. …

EDHEC-Risk Institute study shows that goal-based investing principles can be used to design scalable retirement investment strategies that meet individual investors’ needs

  Existing financial products marketed as “retirement investment solutions” do not meet the needs of future retirees, which involve securing their essential goals expressed in terms of minimum levels of replacement income (focus on safety), while generating a relatively high probability of achieving their aspirational goals expressed in terms of target levels of replacement income …