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Goalwise

Goalwise provides a goal-based investing platform for retail investors. Users just need to tell Goalwise their goals (vacation, children's education, retirement) and the company's algorithms create an optimum investment plan to achieve the goal according to unique risk profile. The investment plan consists of the asset allocation over time (glide path), the best Mutual Funds for the user, and how much to invest in every month to achieve the goal in the desired time frame.

Get higher returns. Automatically. Our data-driven unbiased Mutual Fund selection strategy gives up to 3-4% higher returns than an average Mutual Fund selection.

"Goalwise" Review

Goalwise provides a goal-based investing platform for retail investors. Users just need to tell Goalwise their goals (vacation, children's education, retirement) and the company's algorithms create an optimum investment plan to achieve the goal according to unique risk profile. The investment plan consists of the asset allocation over time (glide path), the best Mutual Funds for the user, and how much to invest in every month to achieve the goal in the desired time frame.