Goal Mapping
We identify each short, medium, and long-term goal and assign target values, timelines, and priorities.
Goal Planning
Goal Based Financial Planning with Wealth Unicorn Private Limited
Turn life goals into a practical and measurable financial plan.
Wealth Unicorn Private Limited helps you map each goal, from education and home purchase to retirement and wealth creation, into a clear investment strategy. We align your timeline, risk profile, and cash flow so your decisions stay focused and every rupee works toward a defined objective.
How We Build Your Goal Plan
Risk Aligned Allocation
Your plan is built around your risk appetite and capacity, balancing growth potential with stability.
Actionable Execution
We convert recommendations into a practical action plan with step-up SIPs, asset allocation, and regular milestones.
What You Get
Personal Goal Blueprint
A structured goal plan covering timelines, expected corpus, contribution schedule, and review checkpoints.
Portfolio Strategy
Diversified investments across suitable asset classes to improve the probability of meeting each goal.
Tax Efficient Planning
Goal-focused investing integrated with tax-aware decisions to keep your long-term returns efficient.
Protection Integration
Risk management through appropriate emergency reserve and protection planning to keep your goals on track.
Periodic Rebalancing
Regular portfolio review and course correction as market cycles, income, or life priorities evolve.
Build confidence with a plan that is measurable, realistic, and goal-first.
Know where you stand today, what to do next, and how to stay on track every year.
Planning Principles
Clarity
Every recommendation is linked to a specific goal, timeline, and expected outcome.
Discipline
Consistency and periodic contribution strategy are prioritized over short-term market noise.
Review
Continuous monitoring and adjustments keep your plan aligned with changing life stages.
Why Choose Wealth Unicorn Private Limited for Goal Planning?
Goal First Approach
We start with your goals, not product push. Strategy follows objective and timeline.
Structured Process
A repeatable process from discovery to execution and review keeps planning consistent.
Data Led Decisions
Allocation, assumptions, and projections are built using practical and transparent inputs.
Long Term Partnership
We stay with you beyond setup through regular monitoring and optimization.
Ready to start goal based investing?
Create a personalized roadmap and take decisions with confidence at every stage of your financial journey.
Partner with Wealth Unicorn Private Limited to turn your goals into outcomes.