GoalFi

SEBI Registration No: INH000013448
GoalFi, a part of GoalZen Capital Services Pvt Ltd, stands as a SEBI-registered research analyst firm dedicated to democratizing investment research. By harnessing the power of quantitative strategies and multi-factor analysis, we provide data-driven insights designed to empower investors. Our tailored offerings cater to a spectrum of financial aspirations, giving investors a distinct advantage in the ever-evolving market. With GoalFi, you gain access to meticulous research, ensuring informed decisions for a robust financial journey. Join us as we redefine the investment paradigm for the better.
Factor Investing
Quantitative
+11 more strategies
Asset Allocation
Goal Based
Technical
Quantamental
Momentum
Value
Quality
Growth
Sector Tracker
Thematic
Fundamental

GoalFi

SEBI reg. No: INH000013448
GoalFi, a part of GoalZen Capital Services Pvt Ltd, stands as a SEBI-registered research analyst firm dedicated to democratizing investment research. By harnessing the power of quantitative strategies and multi-factor analysis, we provide data-driven insights designed to empower investors. Our tailored offerings cater to a spectrum of financial aspirations, giving investors a distinct advantage in the ever-evolving market. With GoalFi, you gain access to meticulous research, ensuring informed decisions for a robust financial journey. Join us as we redefine the investment paradigm for the better.
Factor Investing
Quantitative
+11 more
Asset Allocation
Goal Based
Technical
Quantamental
Momentum
Value
Quality
Growth
Sector Tracker
Thematic
Fundamental

Managed by

Team GoalFi

Team GoalFi

15+ Years experience

Robin Arya (Founder, GoalFi)


Robin Arya, with over 15 years of experience in the financial services and technology industry, established GoalFi to integrate conventional investment methods with modern quantitative research. Firmly believing in data-driven strategies, Robin has been the driving force behind GoalFi's distinctive research methodologies rooted in multi-factor analysis.


Robin holds a Master's degree in Quantitative Finance and Risk Management from IIT Kanpur and is also an executive alumni of IIM Calcutta. His impressive tenure of nearly 14 years at HSBC saw him assuming critical roles in regulatory programs across diverse service lines over all these years.


At GoalFi, Robin, along with his dedicated team, endeavors to offer tailored investment insights to meet the varied requirements of individual investors. Their consistent quest for innovation and perfection has been foundational to GoalFi's achievements. Supported by a team of experts and revered mentors from academia and the industry, Robin brings a dynamic combination of education, experience, and proficiency to GoalFi's leadership.

Robin Arya (Founder, GoalFi)


Robin Arya, with over 15 years of experience in the financial services and technology industry, established GoalFi to integrate conventional investment methods with modern quantitative research. Firmly believing in data-driven strategies, Robin has been the driving force behind GoalFi's distinctive research methodologies rooted in multi-factor analysis.


Robin holds a Master's degree in Quantitative Finance and Risk Management from IIT Kanpur and is also an executive alumni of IIM Calcutta. His impressive tenure of nearly 14 years at HSBC saw him assuming critical roles in regulatory programs across diverse service lines over all these years.


At GoalFi, Robin, along with his dedicated team, endeavors to offer tailored investment insights to meet the varied requirements of individual investors. Their consistent quest for innovation and perfection has been foundational to GoalFi's achievements. Supported by a team of experts and revered mentors from academia and the industry, Robin brings a dynamic combination of education, experience, and proficiency to GoalFi's leadership.

Popular smallcases by GoalFi

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Logo of GoalFi Large Cap Balanced Multi Asset Model smallcase.

GoalFi Large Cap Balanced Multi Asset Model

A 9-instrument multi-asset portfolio across equity, gold, silver and debt, reviewed quarterly.

A 9-instrument multi-asset portfolio across equity, gold, silver and debt, reviewed quarterly.

Min. Amount
₹ 2,50,000
3Y CAGR
Volatility
High
Logo of GoalFi Growth & Value Flexi Cap Model smallcase.

GoalFi Growth & Value Flexi Cap Model

A dual-factor strategy holding 15 stocks from the Nifty 500, reviewed quarterly.

A dual-factor strategy holding 15 stocks from the Nifty 500, reviewed quarterly.

Min. Amount
₹ 3,00,000
3Y CAGR
Volatility
High
Logo of GoalFi Alpha Blend & Quality All Cap Model smallcase.

GoalFi Alpha Blend & Quality All Cap Model

A dual-factor strategy holding 10 stocks from the Nifty investible universe, reviewed quarterly.

A dual-factor strategy holding 10 stocks from the Nifty investible universe, reviewed quarterly.

Min. Amount
₹ 50,000
3Y CAGR
Volatility
High
Logo of GoalFi India Wealth & Financial Growth Theme smallcase.

GoalFi India Wealth & Financial Growth Theme

A 15-stock thematic portfolio holding companies most directly exposed to the theme.

A 15-stock thematic portfolio holding companies most directly exposed to the theme.

Min. Amount
₹ 75,000
1Y Returns
Volatility
High
Logo of GoalFi Momentum Trend Mid & Small Cap Model smallcase.

GoalFi Momentum Trend Mid & Small Cap Model

A momentum strategy holding 12 to 15 stocks from the MidSmall 400 50:50, rebalanced monthly.

A momentum strategy holding 12 to 15 stocks from the MidSmall 400 50:50, rebalanced monthly.

Min. Amount
₹ 50,000
3Y CAGR
Volatility
High
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