Embrace Financial Clarity Through the Power of Data & Technology

GoalFi helps you achieve innovation empowered financial freedom

GoalFi is a unified app for

Hassle-free Management of Assets & Liabilities

Hi Praveen,

Your Risk Profile is moderately aggressive, we recommend the following asset allocation for your goals.

Hey Chakshu,

Your Risk Profile is Conservatively Low, we recommend the following asset allocation for your investments

Curated Products and Services based on your Risk Profile and Asset Allocation!

Unified, Digitized & Secured

Your data and consent is no joke. We work with DigiLocker and India Stack to provide you the security your identity deserves

Consent Driven Data Sharing

Early Adopters of
Account Aggregator Framework

SEBI registration in progress

Curating the Services You Deserve

We work with the best minds in the country to build services that you have a right over in this day and age

Insurance Planning
Tax Planning
Financial Literacy Cources
Estate Planning
Reward-Based Financial Planning
Launching soon!
Insurance Planning
Tax Planning
Financial Literacy Cources
Estate Planning
Reward-Based Financial Planning

Testimonials

Aravind KM

" I have been using GoalFi for a month now. It was recommended to me by a friend and I love it! It has helped me keep track of my investments and my spending. I love the ability to sync all my accounts, insurance, funds together so that I can see everything in one place! "

Archit Srivastava

" GoalFi is a simple and easy way to view your financial pictures in one place. It makes it super easy to see where you stand financially, what goals you've accomplished, where you stand right now, and what you can do to improve your situation. "