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


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.


Your planning login will get activated instantly after the client engagement process. You can add and track your financial details online and check the goal status on your dashboard. You can also add your goals, do your risk profiling, approve or cancel specific recommendations at your convenience.

High Security

We deploy high-grade security with encryption and ensure that your sensitive information is safe with us. You can now add your financial details online in a secure environment.

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.


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.


Achieve what you dream with us


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. Our experts have curated in house plans to suit individual goals and objectives.


We have a dedicated research team of experts with one goal to suggest portfolios tailored to your profile. 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.


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.


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.


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