Wealth Utility

Goal Allocation Checker

Checks whether an investor’s current split across equity, debt, and alternatives matches a stated goal and time horizon.

Access

Signup recommended

Typical input

Goal horizon, current allocation, target amount

Outcome

Natural bridge into mutual funds, ETFs, PMS, and AIF pages.

Interactive tool

This tool now has a real interaction panel on the roadmap. The first live calculator set is being rolled out for position sizing, IPO lots, and SIP goal planning before the rest of the utility stack gets the same treatment.

Smart query flow

Example query

My goal is 7 years away and I am 80% equity, 10% debt, 10% cash. Is that sensible?

User enters a natural-language request instead of filling a rigid form first.
Riddra identifies the relevant tool, extracts inputs, and asks follow-up questions only when needed.
Results can then be saved to the user account once signup or login is complete.