AMFI Registered MF Distributor · ARN-249633 · SIF Distributor
APMI Registered PMS Distributor · APRN-00578 · AIF Distributor
goalstox.com/disclosures
Company Overview
Distributing India's most
sophisticated investment products -
beyond the
metros.
Goalstox Technology P Ltd. is a registered distributor of Mutual Funds, PMS, AIF, and SIF
products. Our primary focus is expanding access to institutional-grade investment products in Tier 2 and Tier 3
cities, for NRI and overseas clients, and through GIFT City structures - markets significantly underserved by
existing distribution networks.
100+
Years combined leadership experience
3
Registered distribution licences
T2/T3
Primary B2B geographic focus
2
Dedicated retail investor segments
What We Distribute
01
PMS, AIF & SIF - Primary Focus
Portfolio Management Services, Alternative Investment Funds, and Specialised
Investment Funds for high-net-worth and institutional clients. This is our core focus - approximately
80% of distribution effort. Minimum thresholds: ₹50 lakhs for PMS, ₹1 crore for AIF.
APMI Registered · APRN-00578
02
Mutual Funds & SIPs
Broad mutual fund distribution across equity, debt, and hybrid categories, serving
retail investors through our two dedicated B2C segments.
AMFI Registered · ARN-249633
03
GIFT City Funds
Distribution of GIFT City domiciled funds for NRI investors, the Indian diaspora,
and overseas clients seeking India market exposure through internationally compatible structures.
NRI & Overseas
B2B Distribution Reach
Tier 2 & Tier 3 India
We operate where institutional PMS and AIF distribution has been largely absent -
bringing credentialed access to high-quality products in markets that have historically relied on
generic mutual fund offerings alone.
NRI & International Clients
Serving the Indian diaspora with structured India market access, including GIFT
City vehicles suited to foreign account holders and overseas Indian families.
MFDs & Relationship Managers
MFDs, independent advisors, and relationship managers can access our PMS and AIF
distribution capabilities through the partner platform at
goalstox.com/pms-aif-india/partner/.
Retail B2C Segments
Goalden Years
Retirement Income
For individuals at or approaching retirement. Structured around building reliable,
regular income streams rather than generic accumulation products.
HerGoals
Independent Women
A dedicated segment for financially independent women, addressing their specific
timelines, priorities, and investment context through focused product access.
Leadership
Over 30 years in financial services. Former Senior Vice President at Citibank and Senior
Director at IDFC First Bank. Brings deep institutional banking and wealth experience to the distribution
model.
CFA CharterholderCitibank SVPIDFC First Bank
Over 30 years in technology and operations. Previously at Redington, CMA CGM, and
Bhilwara Ltd. Leads the technology infrastructure underpinning Goalstox's distribution platform.
RedingtonCMA CGMTechnology
& Operations
Over 30 years across banking and mutual fund distribution. Career spanning ICICI Bank
and IDBI Principal MF, with experience across India and the Middle East.
ICICI BankIDBI Principal MFIndia & Middle East