Your wealth,
in your control
Easily manage
Financial Goals
Financial GoalKeeper offers investment services to help our clients save their hard-earned money and also make their money grow with time. Trademarked as “Goalkeeper”, the company primarily assists individuals and families in setting their financial goals and achieving them with ease and mental comfort.
We assist people in getting started in their investment journeys by first helping them define their financial objectives, thereafter we create the best suitable plan of action and then set out to chase these goals together as a team.
Why Us
- Free Financial Advice
- Expertise
- Transparency
- Client-centric approach
- Free follow-ups
- chat, phone, video call options
Our Services
Portfolio Management
Investment Planning
Retirement Planning
Our Team
How does it work?
Contact and connect with us
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Discuss the financial needs
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Get assistance in your goal planning
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See your wealth managed and grown
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Our customers are Happy & Relaxed
Thanks to their expert financial planning, I feel more confident about my future. They helped me create a personalized plan that aligns with my goals, and I'm already seeing the benefits. Highly recommended
Ravi Sharma
I never thought financial planning could be so straightforward. Their team took the time to understand my needs and guided me every step of the way. Now, I'm on a solid path to achieving my financial goals.
Vinod Rathore
Working with them has been a game-changer for my finances. They provided clear, actionable advice that has already made a big difference. I finally feel in control of my financial future!
Mona Raghuvanshi
we’re here to all your questions
What can I expect from the initial financial planning consultation?
We typically review and update your financial plan annually, or more frequently if there are significant changes in your life or financial situation. Regular reviews ensure that your plan remains aligned with your goals and adapts to any changes.
How often will we review and update my financial plan?
What is the cost of your financial planning services?
The cost of our financial planning services varies based on the complexity of your financial situation and the level of service required. We offer a range of packages and will discuss the fees with you during the initial consultation, ensuring transparency and no surprises.
Will I have a dedicated financial planner?
Yes, you will be assigned a dedicated financial planner who will work closely with you throughout the entire process. They will be your main point of contact, providing personalized advice and support to help you achieve your financial goals.