Goalwise company logo
Goal-based investing platform (Goalwise)11-50 Employees
  • Early Stage
    Startup in initial stages
Website
Location
Company size
11-50 people
Total raised
$1M
Company type
Internet
Markets
Financial ServicesPersonal FinanceFinance Technology
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Goalwise careers

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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Savitri Bobde
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Swapnil Bhaskar
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Ankur Choudhary
Avatar for Ankur Choudhary
Founder @Goalwise • Worked at @WorldQuant, @Oxus Investments • Studied at @Indian Institute of Technology - Kanpur
Total raised

$1M

Funded over

1 round

Latest round

Seed (May 2016)

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