Rupeezy Launches Purpose-First Goal-Based Mutual Fund Investing Experience

Rupeezy has introduced a new way to choose mutual fund investments.

Instead of first asking which fund someone wants, it asks what goal they are saving for.

A goal might be buying a home, paying for education, or preparing for retirement.

Rupeezy says many people compare several funds but still do not invest because there are too many choices.

The platform suggests goals based on a person’s age and life stage.

It calculates how much money may be needed each month and allows an extra one-time investment.

People can choose from four investment approaches, from cautious to growth-focused.

The service also lets users track each goal separately and review portfolio performance.