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Team GoalFi

Robin Arya (Founder, GoalFi)

Robin Arya, with over 15 years of experience in the financial services and technology industry, established GoalFi to integrate conventional investment methods with modern quantitative research. Firmly believing in data-driven strategies, Robin has been the driving force behind GoalFi's distinctive research methodologies rooted in multi-factor analysis.

Robin holds a Master's degree in Quantitative Finance and Risk Management from IIT Kanpur and is also an executive alumni of IIM Calcutta. His impressive tenure of nearly 14 years at HSBC saw him assuming critical roles in regulatory programs across diverse service lines over all these years.

At GoalFi, Robin, along with his dedicated team, endeavors to offer tailored investment insights to meet the varied requirements of individual investors. Their consistent quest for innovation and perfection has been foundational to GoalFi's achievements. Supported by a team of experts and revered mentors from academia and the industry, Robin brings a dynamic combination of education, experience, and proficiency to GoalFi's leadership.

Robin Arya (Founder, GoalFi)

Robin Arya, with over 15 years of experience in the financial services and technology industry, established GoalFi to integrate conventional investment methods with modern quantitative research. Firmly believing in data-driven strategies, Robin has been the driving force behind GoalFi's distinctive research methodologies rooted in multi-factor analysis.

Robin holds a Master's degree in Quantitative Finance and Risk Management from IIT Kanpur and is also an executive alumni of IIM Calcutta. His impressive tenure of nearly 14 years at HSBC saw him assuming critical roles in regulatory programs across diverse service lines over all these years.

At GoalFi, Robin, along with his dedicated team, endeavors to offer tailored investment insights to meet the varied requirements of individual investors. Their consistent quest for innovation and perfection has been foundational to GoalFi's achievements. Supported by a team of experts and revered mentors from academia and the industry, Robin brings a dynamic combination of education, experience, and proficiency to GoalFi's leadership.

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Years of experience

15+ Years

SEBI Registered

INH000013448

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All your questions answered

Frequently asked questions

What are the products offered?

GoalFi is committed to providing top-tier research and ensuring our clients have the right knowledge to navigate the financial markets confidently.

What is their investment philosophy?

Investment Philosophy of GoalFi Research Team, At GoalFi, we firmly believe in the power and potential of data-driven investment strategies. Our investment philosophy is rooted in the meticulous analysis of data to derive actionable insights for our investors. We rely on advanced quantitative strategies, focusing on multi-factor analysis, to unearth patterns and trends that traditional investment approaches might overlook., Our commitment goes beyond mere number crunching. We aim to democratize access to top-tier investment research, ensuring that every investor, regardless of portfolio size, is equipped with the best insights to make informed decisions. This means providing research that is unbiased, thorough, and aligned with the latest market dynamics., We understand that the financial world is ever-evolving. Hence, our team continuously collaborates with experts from academia and the industry to stay abreast of the latest developments and incorporate diverse perspectives into our research., Our overarching mission is to empower investors with knowledge, enabling them to navigate the financial markets with confidence and clarity.

What is a smallcase ?

A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of the smallcase manager. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

Who can subscribe to these smallcases?

The smallcase manager decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to the smallcase manager's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

How do I track my smallcases?

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

Are there lock-in periods?

There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.

More questions? Check out help section