Plan and Invest like an Expert, Without All the Hard Work

Hassle-Free Goal-Based Mutual Fund Investing

Fully managed goal based investing and financial planning

Popular Goals

25,000+ Users

58,000+ Goals

3,00,000+ Transactions

Why Goalwise?

Get higher returns. Automatically.

Our data-driven unbiased Mutual Fund selection strategy gives up to 3-4% higher returns than an average Mutual Fund selection*. Read More

28.7% Sensex

38.7%* GW Wealth

41.8%* GW Tax Save

*CY2017 returns. See detailed performance report here.

One place for all your goals

Invest, redeem, start or stop SIPs completely online anytime.

Why our investors love us

One of the most intuitive and well-designed websites out there, not just for financial planning, but for any service, period. Their customer service is also top-notch, and as I can personally attest, they are extremely responsive, courteous and patient in explaining the nuances involved in making the right investment decisions.

Kamal Gaur

Analytics Professional

I have always wanted to invest in mutual funds, but never knew where and how to start with my negligible knowledge of the same. I am thankful that I chanced upon Goalwise and am really happy with their services. It is a great platform for novice people like me.

Dr. Chinmoyee Deka

Doctor, Guwahati

It’s one of the best and easy tools I have used for MFs. Have been using Kotak investments and also Scripbox. After using Goalwise, I made sure my funds from other brokers are also moved under one hood.  These folks did that also seamlessly. Would suggest this for any budding investor under Mutual Funds bracket. This is one good tool.

Harsha R Nairy

Software Engineer, Microsoft

Goalwise will give direction to your saving habit. I was searching for a good investing app/finance manager from last few months but I have not invested anywhere because of complexity. After visiting Goalwise, I feel it is very easy to invest on Goalwise under their guidance so I did my first Mutual Fund investment in life on Goalwise.

Shuklendu Ayachit

Ness Technologies, Mumbai

Features

Get higher returns with Goalwise

Monthly Investment

₹ 1,00,000

for a period of 25 years would have grown to

₹ 5,37,560

Savings Bank account

3.5% after taxes

₹ 5,37,560

Fixed deposit

6.5% after taxes

₹ 5,37,560

Sensex

12% after taxes

₹ 5,37,560 *

Goalwise

15% after taxes

Investment Partners

See Our Actual Investments and Goals Live

See how our advisors and other team members at Goalwise (‘Goalwise Buddies’) are investing their own money in real-time. You can even copy their goals and start investing.