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

Hassle-Free Goal-Based Mutual Fund Investing

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Fully managed goal based investing and financial planning

Popular Goals

Number of users on Goalwise

25,000+ Users

Number of goals on Goalwise

58,000+ Goals

Number of transactions on Goalwise

3,00,000+ Transactions

Why Goalwise?

Get higher returns with 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

Sensex returns
28.7% Sensex
Goalwise Wealth goal returns
38.7%* GW Wealth
Goalwise Tax Save goal returns
41.8%* GW Tax Save

*CY2017 returns. See detailed performance report here.

One place for all your goals

One place for all your goals

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

Why our investors love us

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

Axis Mutual Fund
Aditya Birla Sun Life Mutual Fund
ICICI Prudential Mutual Fund
IDFC Mutual Fund
Kotak Mutual Fund
Baroda Pioneer Mutual Fund
Reliance Mutual Fund
Tata Mutual Fund
SBI Mutual Fund
UTI Mutual Fund
Canara Robeco Mutual Fund
DSP Blackrock Mutual Fund
Edelweiss Mutual Fund
L&T Mutual Fund
HDFC Mutual Fund
PPFAS Mutual Fund
Mirae Asset Mutual Fund
Motilal Oswal Mutual Fund
Principal Mutual Fund

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.

Invest on the go. Download the Goalwise app.

Rated 4.6 star on the Play Store

Download Goalwise App

Have Questions?