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Financial Goals
Made Easy

Investing without purpose?

Goalstox is not just a transaction platform for mutual funds. Schedule a discussion with us and let us help you create and achieve your financial goals. 

Goal based investments

Goals based investments

Simple financial goal settings to help you achieve your dreams. Schedule a call today and let us help you.

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Financial goals for independent women

Helping independent women and single mothers with personalized strategies for a secure future. 

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Investments for HNIs

Specialized product offering for HNIs including select mutual funds, PMS and AIFs

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The Goalstox Advantage

01

Talk to real professionals

We're not just a digital platform. Our financial professionals fine-tune your investment goals and help you achieve them with tailored support and insights.

02

Do it yourself

If you prefer to do it yourself, our tools for risk assessment, goal creation and pre-selected basket of mutual funds will help you manage it yourself. And we are still a call away!

03

All products that you need

Our basket of products include investment products like mutual funds, PMS/ AIF, Gift City investments, digital gold and loan products like personal loan, education loan and loan against mutual funds.

Mutual Funds

Select PMS and AIFs

Digital Gold

Loan against mutual funds

Service partners

Smallcase
Horizon
Agmont
nuvama
mf utility
bse star mf
Map

Promise

01

Always customer first

Your risk appetite and your goal comes first. We have carefully selected simple products to ensure you meet your goals. 

03

Data privacy

We take our customer's data very seriously. So be rest assured, it remains only with us on need basis. 

02

No pushy sales

Our promise to our customers - no pushy sales, no pesky calls. No unnecessary notifications. No spamming your mailboxes. 

04

Evolving 

We will continue to evolve and bring more ease of transactions and many  product offerings to you. 

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