You decide the goal,
We provide the plan.

Goal based investing made easy.

Discover your financial goals through our guided workshop.

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Built On Discipline

Structured Portfolio Design

Diagram illustrating a balanced core-satellite investment approach with a green central core labeled "Diversified equity, debt & commodities" and surrounding satellites labeled "Sectoral/Thematic," "International Exposure," and "Factor Investing." The diagram emphasizes risk-managed, growth-enabled strategies.

Driven By Data

A funnel diagram illustrating decision-making models, showing stages from market noise and choice overload to macro direction and quant fund models, ending with the best category and fund for you.

Proprietary Quant Models

Actively Managed

A circular infographic illustrating the process of continuous monitoring and rebalancing. It has five steps: 1. Periodic Portfolio Health Checks, with a target icon; 2. Regular Performance Reviews, with a clipboard icon; 3. Rebalancing, with a wrench and screwdriver icon; 4. Goal-Portfolio Alignment, with a magnifying glass icon; 5. Future-Ready Portfolio, with a rocket icon.

Dynamic Portfolio Management

Mission & Vision

At Goalvest, we help you plan, invest & grow your money around your life goals - not just market trends

We build lasting relationships with our clients based on trust, accessibility & personalized guidance

Our mission is to bring clarity, control & confidence to your financial journey

Our Offerings

  • Best financial goal planning in India + Home planning

    Financial Goal Planning

    Are your investments actually helping you achieve the life you want?
    In our 2-hour workshop, discover your financial goals across 6 important areas of life.

  • Best retirement Plan + Investment Strategy

    Retirement Planning

    Do you know the exact corpus needed to retire - or retire early?
    Our Smart Bucket Strategy calculates it using inflation and time-value projections.

  • Hand pressing a button on a funnel, with icons representing finance, education, environment, and growth to the right, and a large collection of small icons related to business, communication, and technology on the left.

    Mutual funds

    Do you really need dozens of mutual funds in your portfolio?
    We help you select only the few that truly match your goals, timeline, and risk profile.

  • Graphic illustrating financial growth with three upward arrows labeled SIF, PMS, and AIF, each with different minimum investment amounts, connected to a stylized flower at the top.

    Alternates

    Did you know many investors use strategies beyond regular mutual funds?
    Advanced options like SIF, PMS, Unlisted Securities & AIF can unlock new growth opportunities.

  • Diagram showing a map of India, a factory labeled GIFT City, and arrows pointing to various global elements such as a world map, US dollar sign, a tower, a bar chart, and a shield, indicating international financial exchanges and security.

    Global Diversification

    What if you could diversify globally and improve tax efficiency at the same time?
    Invest through GIFT City to access international investments and USD-based opportunities.

  • Illustration of a family with two adults and two children holding hands, standing next to a bar graph with bars in blue and green, and a large shield symbol representing health or insurance, with a medical cross and family icon inside.

    Insurance Solutions

    Are your current insurance policies actually enough to protect your family?
    We help you choose the right health and term cover - without overselling or mismatched plans.

  • A digital illustration of a financial funnel with icons of calculator and document, a bar graph showing increasing revenue with a rupee coin, stacked coins, and a person with a shining star, representing growth and success.

    Tax Optimization

    Are you using all the tax strategies available to investors?
    We help optimize your portfolio with tax harvesting, rule-change planning, and ITR support.

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Our Partnerships

HDFC Mutual Fund logo with a red, blue, and black color scheme.
Logo of DSP Mutual Fund with black text and a turquoise line underneath.
KOTAK Mutual Fund logo with a blue globe and red and blue text.
PPFAS Mutual Fund logo with a stylized green turtle and yellow sun in a minimalistic design.
Close-up of a sign displaying the words 'TAX', 'multifund' in blue, green, and teal colors.
The logo of SBI Mutual Fund features three blue spade symbols arranged in a triangular shape. Next to the logo, the text reads 'SBI Mutual Fund' in bold black letters, with a blue line beneath it. Below the line, it says 'A Partner for Life' in smaller black letters.
DSP Gift City logo on a blue background with white text and a teal line.
Logo for Bandon AMC with a red candle icon to the left of the text.
A logo for ICI Mutual Fund featuring a stylized face of a woman with a headband, with text indicating it's a mutual fund and an emphasis on starting back to school.
Logo with a stylized chart icon and the word 'Groww' in bold black letters.
Company logo for Bajaj Asset Management featuring a graphic design with a stylized letter B and the company name.
Logo of Edelweiss Mutual Fund featuring a blue and green color scheme with the Edelweiss name and a flower emblem.
Nippon India Mutual Fund logo with red and black text and a red geometric symbol
A black background with the words 'main asset' in blue and black text.
Black and white logo of Franklin Templeton Investments with a portrait of Benjamin Franklin in an oval frame, surrounded by laurel leaves.

Stories of Clarity, Trust & Confidence

  • Female - financial inclusion

    I initially struggled for time when planning to invest in mutual funds often resulting in procrastination. Connecting with Tarun and his team at Goalvest was a game-changer. The most valuable part of the process was the deep-dive goal-planning exercise, which helped me clearly define and prioritize my financial objectives. Tarun and his team were exceptionally patient and supportive, addressing all my questions - even the silly ones - with meticulous detail. Their commitment to client success is further demonstrated by their proactive communication, keeping you informed and updated without you ever needing to follow up

    Tulika Sinha, 32
    Manager - M&G Global Services, Bengaluru

  • Portrait of a smiling man with dark hair and a beard, wearing a plaid shirt against a blue background.

    I recently started using Goalvest services, and my experience has been excellent. The team was incredibly patient and proactive in understanding my investment goals and creating a detailed, personalized plan. I truly appreciate their collaborative approach and commitment to aligning the investment strategy with my needs and constraints. Amid so much noise, Goalvest was a pleasant surprise. They offer exactly the kind of services I was looking for, and I feel confident that my investment worries are finally sorted. I especially liked their goal-based investment planning - something I had heard about before but never found the right framework to actually implement. I look forward to continuing this journey with them.

    Rajnish Chauhan, 30
    Manager-VISA, Bengaluru

  • Silhouette of a person icon, gray in color, on a circular light gray background.

    I was at that stage of life where I wanted to invest my savings in a strategic, smart and safe manner. I took only one step, but I have seen the Goalvest team take multiple steps to put forward an investment plan which is customised to my situations, taking care of my apprehensions and being transparent. These things infuse trust in me as an investor.Goalvest has enhanced my knowledge about the financial market and insurances. With regard to the service and approachability, Goalvest is just one call away. They are considerate to your doubts and questions however naive they are.Their team holds expertise in the investment field. Overall, a very good experience for me.

    Name withheld by client, 32
    Government Official, Faridabad

  • A man wearing glasses and a plaid shirt sitting at a restaurant with a smile, surrounded by other diners and a decorative ceiling with string lights.

    After retirement, I had some savings, but I wasn’t sure what to do with them. I didn’t want to take big risks, but also didn’t want my money to lose value. That’s when I got in touch with Goalvest. They spoke to me patiently, understood my needs, and explained things in a way I could easily understand. They helped me plan my expenses, keep money aside for emergencies, and also guided me on health insurance and tax saving. What I liked most is that they never pushed me into anything. It felt like talking to a family member who really wants to help. I feel much more relaxed now, knowing my money is in safe hands.

    Sudhir Kumar, 60
    Retired Professional, Gurugram

Frequently Asked Questions

  • Our team has 10+ years of experience across banking, consulting, and financial education. We’re certified (SEBI, NISM) and have helped people at all life stages plan their money with care.

    We’re SEBI-compliant, transparent, and never push products. We listen, simplify, and support you through every step.

    At Goalvest our focus is clear: honest advice and plans built around your life - not just market trends.

  • We don’t chase what’s trending - we plan around your life goals. Whether it's buying a house, retiring, or taking a break, we connect your money to what matters, regularly review it, help with execution and give you a simple app to track everything.

  • Our charges are simple and clearly communicated upfront. Depending on the service (mutual fund, PMS, insurance, etc.), we earn through standard distribution models - no hidden fees, no surprises.

  • We choose investments based on your goals, timelines, and risk appetite - not on returns alone. Everything we suggest is backed by research and fits into your bigger financial picture.

  • Returns are not guaranteed, they are market linked. Returns also depend on the kind of investment product chosen. However, through thoughtful planning, we help you align your goal based investments as per your risk appetite.

  • Your money stays 100% safe because it is not held by Goalvest at any point. All your investments remain in your name with the AMCs and RTAs. You can redeem or manage your investments directly through AMC websites, CAMS/KFin, or MF Central. Your folios, KYC, and login access remain fully valid and unaffected. Our closure has no impact on your existing investments.

  • No. Investors never transfer money to Goalvest Investments’ account. All payments go directly to the AMCs through secure, regulated channels - we only facilitate the investment process

Anything else on your mind?

Talk to Us
  • Financial Goal Planning

    Don't wait for someday to invest, start now!

    Simple, transparent guidance to help you take your first confident step.

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  • Portfolio Building + wealth

    Unclear choices holding back your wealth?

    Get expert guidance to build a portfolio that truly aligns with your goals.

    Contact us
  • Financial Products like Mutual funds, PMS, SIF, AIF

    Ready to step beyond traditional investing?

    Explore curated alternates designed to elevate long term performance.

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  • photo depicts investment in SIF funds -new fund ideas issued in indian Mutual fund markets

    Beyond bull markets, unlock returns in every phase

    Explore SIFs to capture growth in falling, sideways, and rising markets.

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  • GIFT city investments

    Globalize your growth Diversify your risk

    Access international opportunities seamlessly through GIFT City.

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  • Best PMF investment company

    Love the thrill of direct stocks but lack the time?

    Elevate your returns with expert managed PMS - optimized for you.

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  • Best insurance planning in india

    Financial growth is incomplete without protection

    Choose the right insurance plans to secure your family’s future.

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  • Best reitrement planning in India

    Retirement shouldn’t be left to chance

    Build a stable, inflation-proof retirement plan with expert support.

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  • Child future planning in India

    Your child’s dreams need more than hope

    Start a future-ready education and life plan today.

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About Us

Tarun Madan

Founder

  • 10+ years of experience in Risk Management across India & US markets

  • Alumnus of Indian Statistical Institute (ISI), Kolkata

  • NISM certified for Mutual Funds, PMS, Retirement Planning & Derivatives

Backed by a team with 20+ years of combined experience | Alumni of IIM Shillong & LSR | Certified across SEBI & NISM

Get in touch

Start your journey towards financial freedom.

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