Goalwise Information

Goalwise.com provides a goal-based investing platform for retail investors. You just need to tell us your goals (vacation, children’s education, retirement) and our algorithms create an optimum investment plan to achieve the goal according to your unique risk profile. The investment plan consists of the asset allocation over time (glide path), the best Mutual Funds for you, and how much to invest in every month to achieve your goal in the desired time frame. In just one click, you can start investing in the plan and be on your way to achieve your financial goals. We are like Fitbit for your investment goals. We track and manage (change asset allocation or mutual funds if required) your portfolio for you. If you go off track, we also give suggestions to get back on track to reach your goal all of which can be implemented with just one click again.