Goal-Based Investing

Your goals deserve more than just mutual funds.

Mutual Funds. SIFs. PMS. AIFs. - One platform, every asset class your portfolio actually needs.

15+
Fund House Partners
4
Asset Classes
100%
SEBI Regulated
Goalstox
Where do you want to be?

Every investment should begin with a goal.

A dream home. Your child's education. A worry-free retirement. When you know what you're working toward, the right investments follow naturally. Our Goals Calculator helps you put a number to your ambitions - and a plan behind that number.

Try the Goals Calculator
🏠 Dream Home ₹85L
🎓 Child's Education ₹45L
🌴 Retirement Corpus ₹3Cr
✈️ Travel Fund ₹5L
The Full Picture

Mutual funds are just the beginning.

Most platforms stop at mutual funds. We don't. Goalstox brings together four powerful asset classes - so your portfolio is genuinely complete.

Foundation

Mutual Funds

Systematic, accessible, and trusted by millions. Whether you're starting a SIP or making a lump sum move - whitelisted schemes from 15+ fund houses.

High Conviction

Portfolio Management Services

Individually managed strategies run by seasoned professionals. Designed for portfolios that need a sharper edge and serious wealth creation.

Institutional Grade

Alternative Investment Funds

Venture capital, private equity, real estate debt, and more - previously reserved for the ultra-wealthy, now within reach through whitelisted strategies.

Invest Your Way

Do it yourself. Or don't.

Some people love researching funds at midnight. Others want someone to just tell them what to do. We built Goalstox for both.

Self-Directed

Explore funds, compare returns, build your own portfolio - with all the data and tools you need to make sharp decisions.

Explore on Your Own

People-Guided

Talk to real people. Not chatbots, not automated scripts - actual humans who listen, understand your situation, and help you build a plan that makes sense.

Talk to Us
Sharpen Your Decisions

Run the numbers before you commit.

Mutual Fund Returns

See how any fund has actually performed - across timeframes, benchmarks, and categories.

PMS Returns

Compare portfolio management strategies side by side. Real returns. Real track records.

SIP Calculator

Find out what a disciplined monthly investment could grow into over 5, 10, or 20 years.

Goals Calculator

Start with your goal. We'll work backward to show you exactly what it takes to get there.

Not One-Size-Fits-All

Three lives. Three kinds of goals. Three specialized paths.

For Retirees

Goal-den Years

You've earned it. Now protect it.

Retirement isn't the end of financial planning - it's where it matters most. Goal-den Years is designed specifically for retirees and those approaching retirement, with strategies focused on steady income, capital preservation, and the peace of mind that comes from knowing your money will last.

Whether it's planning for medical expenses, leaving a legacy, or simply maintaining the life you've built - we help you navigate this chapter with clarity and confidence.

🌅
Steady Income
Capital preservation. Peace of mind.
For Women

HerGoals

Your money. Your milestones. Your terms.

Women's financial journeys have rhythms of their own - career breaks, single-income phases, longer life expectancies, and goals that don't always fit neatly into conventional templates. HerGoals is built around these realities.

From building an independent investment corpus to planning for children's education, from restarting after a break to creating generational wealth - HerGoals offers strategies, guidance, and a community that understands.

💜
Financial Independence
Strategies built for real life.
For Everyone

EasyGoals

Simple goals. Smart investments. No jargon.

You don't need to be a financial expert to invest well. EasyGoals strips away the complexity and gives you a clear, straightforward path - whether you're saving for a vacation, building an emergency fund, or just getting started with investing.

Pick a goal, set a timeline, follow the plan. That's it.

🎯
Just Start
Goal → Timeline → Plan. That's it.
The Goalstox Advantage

Why Goalstox?

01

Complete Asset Coverage

Mutual Funds, SIFs, PMS, and AIFs - all on one platform. No need to juggle multiple apps and accounts.

02

Goal-First Approach

We don't start with products. We start with what you're trying to achieve - and work backward from there.

03

Whitelisted, Not Overwhelming

Every mutual fund, PMS, and AIF on our platform is rigorously evaluated. You're only choosing from what's already worth choosing.

04

Human + Digital

Best-in-class tools for self-directed investors. Real people for everyone who wants a conversation.

05

Transparent Returns

No cherry-picked timeframes. No hidden benchmarks. Just clean, honest performance data you can actually trust.

06

Regulated & Secure

Every product on our platform is SEBI-regulated. Your investments are safe, compliant, and properly custodied.

Built on Trusted Partnerships

We work with the best so you don't have to worry.

Behind every seamless experience is a network of trusted partners - fund houses, custodians, registrars, and technology providers who share our commitment to security and transparency.

SBI Mutual Fund
HDFC AMC
ICICI Prudential
Axis Mutual Fund
Kotak Mahindra
Nippon India
Aditya Birla Sun Life
DSP Mutual Fund
Mirae Asset
Motilal Oswal
CAMS
KFintech
SBI Mutual Fund
HDFC AMC
ICICI Prudential
Axis Mutual Fund
Kotak Mahindra
Nippon India
Aditya Birla Sun Life
DSP Mutual Fund
Mirae Asset
Motilal Oswal
CAMS
KFintech