Goalwise is a new-age Mutual Fund investing platform which provides goal-based investing for all.
With Goalwise, you can easily set up SIPs or invest lumpsum in the best Mutual Funds chosen by our algorithms which have given higher than market returns in the past.
It is ideal for first time investors looking to get started quickly as well as for experienced investors looking for planning and automation.
What can you do on the Goalwise app?
- Complete our fully online account activation process to start SIPs towards your goal immediately.
- Invest for wealth generation, tax saving, smarter savings and emergency goals. We will automatically provide the best funds for each goal.
- Modify, stop your SIPs anytime in just a few steps.
- Track progress on your financial goals 24X7.
- Talk to a SEBI Regd. Investment Advisor and get personalised financial planning for free.
**The App is work in progress and right now has a subset of the features on the web. We aim to keep adding features soon!**
Salient point of the Goalwise website:
- Set and forget system - automatic fund selection and switching, automatic asset allocation based on goal’s time horizon (see below for more details).
- Highly customisable - everything, starting from goal settings, fund selection, asset allocation and risk profile can be customised to suit the needs of every individual investor.
- Great looking dashboard with goal-tracking
- Knowledgeable and friendly customer service and free access to certified investment advisors