We make wealth creation and investing easy for everyone with simple products and do-it-yourself investment planning. We are a goal-based investment enabling company, focusing on salaried professionals, smaller towns, rural markets, and NRI professionals.
We believe that one doesn’t need exotic products, fancy jargon, or complex solutions; one needs disciplined investment and simple products.
Startup Description
Unique hybrid wealth management company that helps individuals and families achieve their financial goals. Goalstox Technology helps in mapping out all your financial goals, setting a timeline for each one of them, and investing for them regularly to be able to fulfill every goal.
Product Screenshots
Business Model
* Investment Products (80% of the revenue):
- Mutual Funds (MFs) (65% revenue)
- Alternates (PMS & AIFs) (25% revenue)
- National Pension Scheme (NPS) (5% revenue)
- Digital Gold and Silver (5% revenue)
* Protection Products (10% of the revenue):
- Term Insurance
- Health Insurance
- Unit-linked Insurance
* Loan Products (10% of the revenue):
- Personal Loan
- Home Loan
- Loan Against Mutual Funds
- Credit Card
Customers
based in
India
Business
Modal Type
Mobile App
Type of
Sales
B2B, B2C
Competitors
Groww, Nvuama, IND money, Zerodha, Nuvama, Dezerv, Fincart
Are all the founders full-time on this
project?
Yes
Looking for an
opportunity to invest in companies
like Goalstox Technology?
