Goal Based Planning

A goal without a plan is just a wish

Is there something you have always wished for but didn't get a chance to fulfill yet?. Maybe it's the time constraints holding you back or you are unsure if you have sufficient financial resources or you haven't taken the time to think about what you want in your life.

Well, Goal-based planning is the solution that allows you to prioritize your financial goals spread across the time horizon and determine an optimal plan to achieve them. It helps you to take charge of your future so you can make confident financial decisions.

Are you are keen to know how much savings is required to meet your future goals common being child education, marriage, house, and how you can achieve them. Start your Goal-based Planning today. It is never too early or late to start planning.

Bulls Eye Plan

A goal-based plan created by experts to achieve your dreams

Detailed Risk Profiling

Asset Allocation Guide

Goal Planning

Personalized Mutual Fund Recommendations

Intelligent Earmarking of Investments

Direct Mutual Fund Plan

Strong Portfolio Creation

Delivery of Expert Plan

Report

Sample Financial Report

Goal Bulls Eye Plan

Why you should subscribe?

Keep Investing Simple

About Plan

A simple, convenient, holistic, and cost-effective subscription plan curated by our experts.One-Stop investment solutions to ensure you achieve your dream goals. As a trusted RIA, you will get 100% unbiased and personalized advice and intelligent earmarking of investments if required. The plan doesn't include any overnight riches or trading tips but independent and expert-backed wealth creation advice.

Asset Allocation

We advise suitable asset allocation across asset classes like Equity, Debt, Cash, and alternative investment based on your risk profiling, nearness of your goals, and market condition.

Achieve your Goals

Personal goals like your own home, child education, marriage, retirement, wealth creation, etc. gives you a reason to invest. We’ve got you covered with a customized plan.

Risk Management

We rebalance your portfolio periodically and align your asset mix and investments aiming to reduce the risk of not achieving your goals and ensure your plan is on track.

Adaptive

We discuss the recommendation based on the information collected from you. We are here to support you in your financial journey and glad to listen and address all your concerns before the implementation of the plan.

Peace of Mind

You can invest directly or through our online mutual fund investment platform partnered with the BSE Star Mutual Fund. You can do equity investments directly from your existing broker account.

WHY INVEST WITH MARKETGOOGLY?

Achieve what you dream with us

INVEST SMARTLY

We provide a host of Smart features for simple, quick, and delightful investing like Risk Profiling, SIP, Goal-based Investing, Risk Management, Portfolio Rebalancing, and many more.

STRONG RESEARCH

We recommend the best performing funds and durable instruments with solid fundamentals and time tested investing principles to build a well-rounded portfolio and create long-term wealth for our clients.

ZERO COMMISSION POLICY

As trusted RIA, our advice is 100% unbiased and independent. We don't accept any commission and take a nominal advisory fee from our clients. We work for you hence our advice is completely aligned with your interests and financial goals.

SAFETY & CONTROL

We deploy bank-grade security with encryption. Your Mutual and Equity investments are safe with AMC and in your broker account and never pass through our bank account even during fund transfer.

ONE-STOP DESTINATION

We believe that investing should be a delightful experience just like any other online shopping experience. Therefore, we are working continuously to develop a one-stop investment solution platform that gives access to a wide range of investment products and services for a hassle-free investing experience.

Choosing a goal and sticking to it changes everything

Talk to our experts now

Get in Touch

In case of grievances for any of the services rendered by Marketgoogly you can reach out us at support@marketgoogly.com.Alternatively, register a complaint on SEBI SCORES Portal https://scores.gov.in/scores/Welcome.html Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.