NIVESH — goal planner website demo
SIP & Mutual Fund Advisory · Ahmedabad — a demo build by Codelith Lab, live and open to click through.
SIPs planned around goals instead of products — work out what a goal actually needs every month, compare SIP against lumpsum, and find your risk profile in six questions. The build runs as a 14-section page with 1,288 words of real copy and 3 images, and it holds up from desktop down to a 390px phone screen.
What this build includes
- Name the goal. See the monthly number.
- Same money. Two shapes.
- Six questions. An honest answer.
- Four meetings a year, at most.
- Investor questions.
- Bring the goal. We'll bring the arithmetic.
- The first meeting
- The written plan
- Six-monthly review
- The falling market call
- Hetal Bhatt
- Rohan Mehta
- How we get paid, in plain words
- Mutual fund investments are subject to market risks
Inside the build
Nobody wants a mutual fund. People want a daughter's college fees paid in 2038, or to stop working at 58 without a pay cut. Put the goal in below and the site tells you what it costs a month. Then we talk about which funds, and only then.
Name the goal. See the monthly number.Pick what you are saving for, when you need it and how much in today's money. We add inflation, work backwards, and show you how much of the final corpus is your money versus returns.
Same money. Two shapes.A lumpsum invested on day one has longer to compound and usually wins on paper. A SIP wins in real life, because most people do not have the lumpsum and do not have the nerve. Both curves are drawn below.
Six questions. An honest answer.Risk tolerance is not what you say in a calm market, it is what you do in a falling one. Answer these the way you actually behaved in 2020 and 2022, not the way you would like to have behaved.
Four meetings a year, at most.Good advice is boring and repetitive. We meet, we set the plan, we review it twice a year, and in between we mostly tell people not to do things.
Investor questions.Direct plans cost 0.5–1% less a year, which over twenty years is real money. They are the right answer if you will genuinely rebalance, stay invested through a crash and not chase last year's top fund. Most people do not, and that behaviour gap costs more than the commission. Decide honestly; we will work either way.
Functionality built in
Build facts
| Type of build | Goal-Planner Site |
|---|---|
| Industry | SIP & Mutual Fund Advisory · Ahmedabad |
| Sections on the page | 14 |
| Words of real copy | 1,288 |
| Images used | 3 |
| Page weight | 56 KB of HTML |
Measured from the live build. Demos are built in-house, not client projects.
Want something like this for your business?
Same build, your brand and your content.
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