Goalchi Capital covers all aspects of your financial life

Expense Management

Learn the art of managing your expenses & increasing your savings

Risk Management

We help you manage an Emergency corpus. We also advise you your Life (Pure Term Plan) & Medical (Health) insurance

Financial Investment & Goal Planning

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

Private Wealth Management

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.

Will Planning

Though often ignored, Will Planning is the most essential plan you need to ensure that your assets go to their rightful heirs as planned

Loan Planning

We take a look at your loans, & advise you on either settling them earlier or refinancing them so as to save interest payments

Life 360 Degree

Life has a meaning even after Death. We ensure that your loved ones receive your Wishes & Messages even when you are not there.

Tax Planning

We help you in choosing tax-efficient investment avenues & also advice on ways to save tax

A Good Financial Plan is a road map that shows us exactly how the choices we make today will affect our future.

Check our Sample Financial Plan
 

 

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How does Goalchi Capital helps you



Investment Goals

As we say,Goalchi stands for Goal + Achievement. 1st Step towards Financial Nirvana is deciding your investments Goals.

Risk-Profiling

Goalchi will help you understand your ability to bear risk and identify the asset classes to match your investment needs.

Investment Plan

Invest monthly through an SIP or whenever you have the money in our Identified & Researched best funds.

Goal Monitoring

Once the goals have been identified & Investments have begun, Goalchi Capital constantly monitors your portfolio.

Financial Nirvana

Goalchi Capital does not stops until you achieve your Goals & attain Financial Nirvana.

You Happy... We Happy

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Goalchi Capital Advantages



Zero Fees

No Hidden charges. We don’t charge any fees and recommend low cost products

Financial Goals

We help you achieve all your financial goals & lead you to path of Financial Nirvana

Best Advise

Our fund selection is unbiased and it works on the sole motto of creating wealth for you.

Transparent

We disclose you our earnings and always work in favour of your Goals

Save Time

We do all the hard work for you to save your precious time

All you need is 2 minutes ...progress


Meet the Founders


Mr. Vikas Sharma

098186 23228 | vikas@goalchicapital.com

Vikas co-founded Goalchi Capital after 12 years of experience in financial services industry. Vikas specialises in Financial Planning and has deep understanding of both Equity & Debt markets. He is MBA - Finance and also qualified CFP (Certified Financial Planner). His post-graduation in financial Planning adds on to his Investment skills.


Mr. Amit Khanna

084271 32300 | amit@goalchicapital.com

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 on your side... Always

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.


Quick Contact

212, Vardhman Bahnof Plaza

Plot No. 6, Pocket 7, Sector-12

Dwarka, New Delhi - 110075

(011) 4573 4394
info@goalchicapital.com

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not an indicator of future returns.
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