Invest Smart, Grow Secure

AMFI registered Mutual Fund Distributor – ARN- 47153

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

Our Services

Portfolio Management

Regular monitoring and adjustment of your portfolio to ensure it remains aligned with your financial goals and market conditions.

Investment Planning

We work with you to understand financial goals, risk tolerance, and time horizon to suggest mutual funds.

Retirement Planning

Helping you build a secure and prosperous retirement through systematic investment plans and long-term growth strategies.

Our Team

Aparna Jain

Financial Specialist

20 years experience

Manasi Sikka

Financial Specialist

3 years experience

How does it work?

1

Contact and connect with us

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2

Discuss the financial needs

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3

Get assistance in your goal planning

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4

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

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.

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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. 

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.

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with us?

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