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India's First Goal-Based Financial Services Firm
Goalchi — Goals + Achievement — Capital became India's first goal-based financial services firm in 2016, long before "goal-based investing" was an industry buzzword. Our client conversations are still built around one question: not "How much money do you need?" but "Is your money being managed in a way that is improving your life?"
600+ Families on their LVFP® journey since 2016
Vikas Sharma, CFP®
CEO & Co-Founder, Goalchi Capital
FEATURED ON MONEYCONTROL
In this featured perspective, Vikas Sharma discusses why many Indian families may need to rethink retirement planning in the context of rising longevity, lifestyle needs and income sustainability.
Read the articleBeyond Portfolio Alpha. Towards Alpha on Life™.
Helping you live the best life possible with the money you have.
Thought leadership on behaviour, wealth, and the decisions that shape your financial life.
The Stoic philosophers knew something most investors forget: the outcome is rarely the problem. The reaction is. Amor Fati may be the most practical investment philosophy of our time.
Read Article →The compounding penalty of waiting is always larger than it appears in the moment of hesitation.
Money without direction drifts. Goals without emotion rarely stick. Most financial plans miss the link between the two.
Retire-Meant® starts with the life you want to live — and works backwards to the money required to fund it.
Planning built around the moments where your money and Life intersect.
Your money is spread across disconnected products, accounts and decisions.
You are unsure whether your savings can support the retirement life you imagined.
One unexpected event can disturb years of careful planning.
You have worked hard, but do not want time to pass without a clear plan.
Borrowed opinions and generic suggestions create more confusion than clarity.
and, most importantly —
you want your money working, so life doesn’t have to wait.
A compact preview of recent essays from the journal.
