Give your money
a job to do.
Pick a goal you can actually name — a home, their college, a year off. We turn it into a monthly SIP in mutual funds, place it on the exchange, and keep it running until you say stop.
- ₹500
- Minimum monthly SIP
- Zero
- Account or platform fee
- Anytime
- Pause, change or stop
GoalFiStart your investment journey
Discover mutual funds tailored for you
Popular funds
SBI Small Cap Fund
HDFC Mid-Cap Opp.
Nippon Large Cap Fund
Parag Parikh Flexi Cap
50+
Partner AMCs
₹500
Minimum SIP
₹0
Platform fee
BSE
Exchange rails
Partner network
Partnered with India’s top AMCs
Invest with confidence through fund houses you already know.
Start with why
A SIP survives a bad market when it has a name on it.
“₹5,000 into an index fund” is easy to cancel in a rough month. “₹5,000 towards her first year of college” is not. Pick what this money is for and we’ll work backwards to the monthly number.
Each monthly figure is the arithmetic needed to reach that target at the assumed return shown beside it, compounded monthly. Rates differ by goal because the horizon does: money needed in two years belongs in a liquid fund, not equity. Returns are not guaranteed and can be negative, so actual outcomes will differ. These are illustrations of a calculation, not recommendations — GoalFi is execution-only and does not advise on fund selection.
Three steps, then it runs itself.
- 01
Choose an amount and a goal
From ₹500 a month. Name what it’s for — the goal is what keeps the SIP alive when markets wobble.
- 02
Approve auto-pay once
A one-time e-NACH mandate at your bank. Every instalment after that is automatic. No OTP each month.
- 03
We place it on the exchange
Orders route through BSE StAR MF directly to the fund house. Units are held in your name, in your folio.
SIP Calculator
A Systematic Investment Plan (SIP) lets you invest a fixed amount in a mutual fund every month. Use this calculator to estimate what your SIP could be worth after a few years of compounding.
Returns shown are illustrations based on assumed annual return of 12%, compounded monthly. Mutual fund investments are subject to market risks. Past performance is not indicative of future returns.
We place the order. We never hold the money.
Your bank
debited by mandate
BSE StAR MF
exchange settlement
The fund house
allots your units
GoalFi sits beside this flow, not inside it. We are the distributor that places the instruction — funds move from your account to the AMC and never through ours.
Your money never touches us
Payment goes from your bank to the AMC through the exchange’s settlement rail. GoalFi places the instruction; we never hold your funds.
AMFI-registered distributor
ARN-282370, held by GoalZen Capital Services Pvt Ltd. Execution-only: you choose, we place. Full disclosures on every page.
Units in your own folio
Held with the AMC’s registrar under your PAN. If GoalFi disappeared tomorrow, your investments would be untouched.
Stop whenever you want
No lock-in on open-ended funds, no exit fee from us. Pause, reduce or withdraw — the mandate is a ceiling, not a commitment.