A 9-instrument multi-asset portfolio across equity, gold, silver and debt, reviewed quarterly.
Min. Amount
₹ 2,50,000
3Y CAGR
Volatility
High
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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.
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A dual-factor strategy holding 15 stocks from the Nifty 500, reviewed quarterly.
Min. Amount
₹ 3,00,000
3Y CAGR
Volatility
High
A dual-factor strategy holding 10 stocks from the Nifty investible universe, reviewed quarterly.
Min. Amount
₹ 50,000
3Y CAGR
Volatility
High
A 15-stock thematic portfolio holding companies most directly exposed to the theme.
Min. Amount
₹ 75,000
1Y Returns
Volatility
High
A momentum strategy holding 12 to 15 stocks from the MidSmall 400 50:50, rebalanced monthly.
Min. Amount
₹ 50,000
3Y CAGR
Volatility
High
A multi-factor strategy holding 12 stocks from the Nifty 500, rebalanced monthly.
Min. Amount
₹ 1,00,000
2Y CAGR
Volatility
High
A 3-instrument multi-asset portfolio across equity, gold, silver and debt, reviewed quarterly.
Min. Amount
₹ 20,000
8M Returns
Volatility
Low
A 3-instrument multi-asset portfolio across equity, gold, silver and debt, reviewed quarterly.
Min. Amount
₹ 20,000
8M Returns
Volatility
High
A 3-instrument multi-asset portfolio across equity, gold, silver and debt, reviewed quarterly.
Min. Amount
₹ 25,000
8M Returns
Volatility
High