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Goal-based investing platform (Goalwise)

Goal-based investing platform (Goalwise)

We are India's first fully managed goal-based investing platform. You just need to tell us your goals (vacation, children’s education) and we will curate an investment plan to achieve the goal according to your unique risk profile. The investment plan consists of the Mutual Funds you should invest in, how much to invest in debt and how much in equity and for how long. You can also invest based on the plan on our platform. After the investment, we are your Fitbit for investments. We monitor (change funds if required, rebalance your portfolio) and track it for you. If you go off track, we also give suggestions to get back on track to reach your goal. A true set-and-forget system for the end user with an intuitive interface backed by our strong tech and operational expertise.
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Total raised

$1M

Funded over

1 round

Latest round

Seed (May 2016)