GoalFi helps you achieve innovation empowered financial freedom
Your Risk Profile is moderately aggressive, we recommend the following asset allocation for your goals.
Your Risk Profile is Conservatively Low, we recommend the following asset allocation for your investments
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Early Adopters of
Account Aggregator Framework
SEBI registration in progress
We work with the best minds in the country to build services that you have a right over in this day and age
Shubham Saxena
" My biggest struggle with personal finance is keeping track of everything. GoalFi really makes this easy! GoalsFi is a new way to manage your money. It's really cool - You set up your goals using colorful pie charts, and then GoalsFi shows you how to reach them! "
Vasishta Adiraju
" I really love GoalFi. It’s an invaluable tool for me to keep my financial life in order. It helps instantly see my net worth, offers savings analysis, retirement planning, and more great reports that provide the information I need to be successful with my money. "
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. "
Kaustubh Nawalkha
" GoalFi is a must have for anyone who wants to take control of their personal finances. This will save you hours every month and show you exactly what you need to do, to make sure you’re on track to your goals. If you're serious about reaching your financial goals, get GoalFi! "
Niket Bhatia
" I was so frustrated by my previous finance coach. He did not explain my tax returns, didn’t give me any advice about the markets, and charged too much for traditional financial planning.GoalFi is the most transparent and holistic financial planning solution I have come across – I can see my complete financial life at a single place with real-time updates. "
Srikanth Chavan
" I'm a relative newbie to the world of finance and investing, so I was looking for a platform that would walk me through the steps I needed to take to build my portfolio. GoalFi is really user-friendly, and makes it easy for me to stay on top of things. "
Varun Joshi
" I love GoalFI because it’s easy to see where my finances are at. I can see my investments and I can get a sense of which ones are working out before it’s too late. It also connects to finance coach, so I have a complete and honest review of my financial life.The platform manages all your goals, . You can keep track of where your money is going, make adjustments and sleep peacefully at night. "
Vinay Goel
" All your investments are at your fingertips. Keep track of your cash flows, savings, debt pay-off dates, and retirement planning all in one place! You don't need to worry about missing out or forgetting about goals or saving for a vacation. I am loving the beta release. "
Shubham Saxena
" My biggest struggle with personal finance is keeping track of everything. GoalFi really makes this easy! GoalsFi is a new way to manage your money. It's really cool - You set up your goals using colorful pie charts, and then GoalsFi shows you how to reach them! "
Vasishta Adiraju
" I really love GoalFi. It’s an invaluable tool for me to keep my financial life in order. It helps instantly see my net worth, offers savings analysis, retirement planning, and more great reports that provide the information I need to be successful with my money. "
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. "
Kaustubh Nawalkha
" GoalFi is a must have for anyone who wants to take control of their personal finances. This will save you hours every month and show you exactly what you need to do, to make sure you’re on track to your goals. If you're serious about reaching your financial goals, get GoalFi! "
Niket Bhatia
" I was so frustrated by my previous finance coach. He did not explain my tax returns, didn’t give me any advice about the markets, and charged too much for traditional financial planning.GoalFi is the most transparent and holistic financial planning solution I have come across – I can see my complete financial life at a single place with real-time updates. "
Srikanth Chavan
" I'm a relative newbie to the world of finance and investing, so I was looking for a platform that would walk me through the steps I needed to take to build my portfolio. GoalFi is really user-friendly, and makes it easy for me to stay on top of things. "
Varun Joshi
" I love GoalFI because it’s easy to see where my finances are at. I can see my investments and I can get a sense of which ones are working out before it’s too late. It also connects to finance coach, so I have a complete and honest review of my financial life.The platform manages all your goals, . You can keep track of where your money is going, make adjustments and sleep peacefully at night. "
Vinay Goel
" All your investments are at your fingertips. Keep track of your cash flows, savings, debt pay-off dates, and retirement planning all in one place! You don't need to worry about missing out or forgetting about goals or saving for a vacation. I am loving the beta release. "
Shubham Saxena
" My biggest struggle with personal finance is keeping track of everything. GoalFi really makes this easy! GoalsFi is a new way to manage your money. It's really cool - You set up your goals using colorful pie charts, and then GoalsFi shows you how to reach them! "
Vasishta Adiraju
" I really love GoalFi. It’s an invaluable tool for me to keep my financial life in order. It helps instantly see my net worth, offers savings analysis, retirement planning, and more great reports that provide the information I need to be successful with my money. "