Learn the art of managing your expenses & increasing your savings
We help you manage an Emergency corpus. We also advise you your Life (Pure Term Plan) & Medical (Health) insurance
After deciding your Risk appetite & Savings, we help you make a financial plan to achieve all important Goals in life (Child Education & Wedding, Retirement etc). After settling on goals, we make customised portfolio recommendations for you to achieve them
We are a trusted advisor to some of the most successful & Influential HNI & Corporate Families. We provide exclusive Wealth Management services for Senior Corporate Executives, Next-Gen Young Turks, Entrepreneurs & Promoters.
Though often ignored, Will Planning is the most essential plan you need to ensure that your assets go to their rightful heirs as planned
We take a look at your loans, & advise you on either settling them earlier or refinancing them so as to save interest payments
Life has a meaning even after Death. We ensure that your loved ones receive your Wishes & Messages even when you are not there.
We help you in choosing tax-efficient investment avenues & also advice on ways to save tax
As we say,Goalchi stands for Goal + Achievement. 1st Step towards Financial Nirvana is deciding your investments Goals.
Goalchi will help you understand your ability to bear risk and identify the asset classes to match your investment needs.
Invest monthly through an SIP or whenever you have the money in our Identified & Researched best funds.
Once the goals have been identified & Investments have begun, Goalchi Capital constantly monitors your portfolio.
Goalchi Capital does not stops until you achieve your Goals & attain Financial Nirvana.
See how to stack up with your financial foundation and get personalized recommendations.
No Hidden charges. We don’t charge any fees and recommend low cost products
We help you achieve all your financial goals & lead you to path of Financial Nirvana
Our fund selection is unbiased and it works on the sole motto of creating wealth for you.
We disclose you our earnings and always work in favour of your Goals
We do all the hard work for you to save your precious time
Vikas Co-founded Goalchi Capital after 12 years of experience in the financial services industry. Vikas specialises in Financial Planning & Wealth Management and has deep understanding of both Equity & Debt Markets. He is an MBA - Finance and also qualified CFP (Certified Financial Planner). His post-graduation in financial Planning adds on to his Investment skills. Over the course of his career, Vikas has served as a committed advocate of ethical principles in the financial industry.
Amit co-founded Goalchi Capital after 10 years of investment experience in Equity and Debt markets. Amit is our Product Head and is a free software enthusiast;he has a flair for marketing and sales. He holds MBA-Finance from IMT Nagpur and also is a Hons. Graduate in Information Technology.
Goalchi Capital has tie-ups with more than 30 Asset Management companies and 250+ Researched products.
Goalchi Capital works closely to find a plan that is ideal for you - the best one, the right one.
From providing you with all the right information to offering unbiased comparisons, we do it all.