Track every investment goal. When reality diverges from the plan, we surface the exact strategy: SIP bump or lumpsum that helps you successfully reach the goal. No advisor upsell. No transactions. Just clarity.
GOALWORTHY treats every goal like a mini-portfolio, blends whatever you hold across mutual funds, FDs, PPF, gold, and property, and when reality drifts, tells you the precise fix: raise the SIP, top up once, or push the deadline. No dashboards. Just answers.
The same fund in two folios can belong to two different goals. We track them separately. No accidental over-counting, ever.
No single-point "you will have ₹X." Every projection ships with an optimistic/base/pessimistic range so you can plan for reality.
Off track? See the exact three levers: how much extra SIP, what one-time lumpsum, or how many months of extension close the gap.
Upload your CAMS, KFintech, or MF Central consolidated statement. We parse folios, map holdings to goals, and pick up new imports diff-only.
When your goal is a few years out, we call out risky asset mixes. Shift to FDs, arbitrage, or short-duration debt on your terms, not the market's.
Every restructuring decision gets deferred to your Jan or Jun review window. No panic. No mid-cycle noise.
The same math that projects your goals inside GOALWORTHY. Change any assumption; the number changes live.
Short, honest essays and product tutorials on goal-based investing.
From account creation to importing your CAS and mapping your first fund to a goal — in five minutes, on your phone.
Most people treat their money as one giant pile. That pile is why they under-save for the house and over-save for retirement. Isolate each goal.