Goal-Based Planning

Invest with a plan, not a guess.

Progro helps individuals and families across India build mutual fund portfolios mapped to real goals — retirement, a child's education, a home, or simply financial freedom — and track progress against each one, not just the market.

SEBI-regulated mutual funds only
Goal-based, not product-based
Consolidated CAMS + KFintech view
RetirementGoal on track
Child Education₹18L by 2036
Dream Home+12.4% YTD

SEBI-regulated

Only AMFI-registered mutual fund schemes, nothing unregulated.

Goal-based planning

Every rupee is mapped to a goal and a target date, not a product.

CAMS + KFintech, consolidated

All your folios across RTAs, in one single reconciled view.

Private by design

Your dashboard is encrypted and visible only to you.

How it works

A plan built around your life, not the market cycle

Four steps turn scattered savings into a portfolio that knows what it's for.

1. Map your goals

Retirement, a child's education, a home, or wealth creation — each with its own target amount and timeline.

2. Build your plan

Lumpsum and SIP amounts sized to each goal's target date and a realistic assumed rate of return.

3. Select funds

Diversified, goal-appropriate mutual fund schemes across CAMS and KFintech-serviced AMCs.

4. Track & rebalance

Your dashboard shows expected-vs-achieved progress on every goal, reviewed and rebalanced with you.

What we help with

Planning for the goals that actually matter

Not generic "wealth management" — specific plans for the things you're actually saving for.

Retirement planning

Build a corpus sized to replace your income, inflation-adjusted, for the retirement you actually want.

Child education planning

A dedicated goal and SIP for every child, timed to when the fees are actually due.

Wealth creation

Open-ended, long-horizon SIP and lumpsum investing for building wealth beyond any single goal.

Emergency & short-term goals

Liquid and low-duration funds for the money you need within the next 1–3 years.

Why goal-based

Returns mean nothing without a target to measure them against

Most portfolios get judged against "the market." Yours gets judged against the one number that actually matters — whether you're on pace for your retirement, your child's college, your home.

  • Expected vs. achieved, always visibleEvery goal shows what you'd have if things went exactly to plan, next to what you actually have.
  • Reviewed, not just reportedOff-pace goals get a conversation and a rebalance, not just a red number.
  • One dashboard, every RTACAMS and KFintech holdings reconciled into a single source of truth.
Goal pace checkIllustrative example
Retirement₹38.4L of ₹41.0L expected
Child Education₹11.2L of ₹10.1L expected
Dream Home₹6.8L of ₹9.5L expected
For illustration only — not indicative of actual or future returns.

Ready to put a plan behind your money?

A short conversation is enough to start — no commitment, no jargon.

Access your portfolio

Enter your PAN to go to your personal dashboard.

Your dashboard itself still requires your access code to unlock — this just finds the right one.