Your goals decide what you buy
GoalVest builds a personalized investment plan around your life goals, budget, and timeline. It tells you exactly which stocks to buy, when to buy them, and when to sell. No guesswork. No generic portfolios.
Set Your First Goal →Buy a House
5-year plan • Moderate risk
Retirement
25-year plan • Growth
Kid's College
12-year plan • Balanced
Three inputs. One complete wealth plan.
Set your goals
House, retirement, education, emergency fund. Each goal gets its own risk profile, timeline, and monthly budget.
Get your picks
GoalVest recommends a diversified mix of large-cap, mid-cap, and small-cap stocks. Plus gold, silver, mutual funds, or FDs when they fit better.
Act on alerts
Get notified when to buy at target prices, when to sell based on your timeline, and when to wait because your budget needs time to grow.
Not just stocks. The right mix for your life.
GoalVest doesn't shove everything into equities. If your timeline is short, it recommends fixed deposits. If markets are volatile, it shifts toward gold. If your monthly budget is too small to invest meaningfully, it tells you to wait and save.
Every recommendation is tied to a specific goal, a specific timeline, and a specific budget.
Recommendations — Buy a House
This MonthKnow exactly when to move
GoalVest watches the market so you don't have to. It sends precise notifications tied to your goals and your money.
HDFC Bank hit your target price
Your "Buy a House" goal recommends buying 12 shares at $18.42. This fits your April budget of $500.
Time to exit Tata Elxsi
Your "House" goal is 18 months away. Reducing equity exposure. Shifting $2,400 to Gold ETF for safety.
Hold off this month
Your $150 budget for "College Fund" is below the minimum for meaningful diversification. Save for next month.
Wealth management that actually tells you what to do
Not another dashboard to stare at. GoalVest turns your financial goals into a concrete, actionable investment plan with real-time guidance.
Start Building Your Wealth Plan →