Your money. Your way.

Money didn't comewith a manual.But now it does.

GoalSeek is an all-in-one finance management app that helps individuals track wealth, plan financial goals, and manage money with ease.

Young Indian professional using the GoalSeek app
Hi, Priya

Net worth

₹48,62,300

+12.4% this year

0
Score

Monthly savings

₹42,000

Retirement64%
Home38%
Emergency fund91%
0
Fin score

Net worth

Goal on track

Emergency fund · 91%

Insurance renewal in 5 days

The path to smart money

Your financial life. One smarter journey.

Scroll or tap a stage to move through the five steps GoalSeek walks with you.

  1. 1

    DISCOVER

    Know yourself.

    Discover your money personality and habits with a quick financial check-up.

    A money personality.
  2. 2

    TRACK

    Know where you are.

    Track all assets, loans, income, expenses, insurance, and more, in one place with RBI’s secure real-time account aggregator.

    The GoalSeek application being used on a smartphone.
  3. 3

    PLAN

    Know where you want to go.

    Plan clear, important goals with smart, guided tools that keep you on track.

    The GoalSeek application showcasing an overview of a goal.
  4. 4

    GROW

    Know how to get there.

    Grow with smart, simple steps with expert financial guidance from SEBI-registered investment advisors and financial planners.

    The GoalSeek application showcasing a user's projected portfolio.
  5. 5

    PROTECT

    Know your legacy.

    Protect your wealth and future with our secure estate planning toolkit and other features.

    The GoalSeek application being used to access documents.

Meet GoalSeek

A smarter relationship with money.

GoalSeek is an all-in-one finance management app that helps individuals track wealth, plan financial goals, and manage money with ease.

From your first financial check-up to protecting your legacy, GoalSeek brings real-time tracking, guided goal planning and expert advice from SEBI-registered advisors into one secure place.

A user's projected portfolio until age 65 in GoalSeek

Monthly cash flow

₹1,24,500

0
Bank-grade security
SEBI-registered advisors
Personal financial score

Features

Everything your financial life needs. In one place.

Net worth overview

₹0,62,300

TRACK

Know where you are.

Track all assets, loans, income, expenses, insurance, and more, in one place with RBI’s secure real-time account aggregator.

0

Accounts linked

Income vs expense

IncomeExpense

Asset overview

Equity46%
Fixed income28%
Gold12%
Cash14%

Employers · Smart Money. Smarter Workforce.

Build a financially confident workforce.

Support employees' financial wellbeing with expert guidance.

Team collaborating on financial wellbeing
0

Team wellness index

+18 pts this quarter

Individuals · Smart Money. Smarter You.

Take control of your financial future.

Discover, track, plan, grow and protect your money with ease.

Young professional using GoalSeek
Home goal · 38% funded
SIP of ₹10,000 done

Privacy & security

Your financial world deserves complete protection.

Privacy is not optional. It's the bare minimum.

We follow strict RBI and SEBI regulations, use bank-grade security, and give you complete control. No hidden sharing, no compromises.

ISO 27001
Google Cloud
SEBI RIA
Sahamati
SOC 2
ISO 27001
Google Cloud
SEBI RIA
Sahamati
SOC 2
ISO 27001
Google Cloud
SEBI RIA
Sahamati
SOC 2
ISO 27001
Google Cloud
SEBI RIA
Sahamati
SOC 2

The cost of waiting

The price of delay is bigger than you think.

0%

of Indians run out of money within 10 years of retirement.

Most find out when it’s already too late.

Source: Business Today
  • 0%

    say financial stress impacts their mental health.

    It impacts sleep, relationships, and overall wellbeing.

    Source: PwC
  • 0%

    of policyholders aren’t sure their insurance coverage is adequate.

    This leaves families exposed when it matters the most.

    Source: Business World
  • 0%

    Indians have no emergency fund.

    An unforeseen circumstance can derail multiple lives.

    Source: The Times of India
  • 0%

    of urban Indians fail to meet their financial goals.

    Lack of planning leads to lack of progress.

    Source: The Economic Times

FAQs

Questions? We've got answers.

Everything you need to know about getting started, pricing and keeping your data safe.

  • Download GoalSeek from the App Store or Google Play. Registration takes under 2 minutes and requires no training or complicated setup.

Testimonials

Real people. Real confidence.

“I didn't even know I had so much money! Really pleased to be able to finally track everything easily, securely in one place.”
Rajiv Khanna

Rajiv Khanna

GoalSeek user

Your financial future starts with one smart step.

Discover a smarter way to manage, plan and protect your money with GoalSeek.

Hi, Priya

Net worth

₹48,62,300

+12.4% this year

Retirement64%
Home38%
Emergency fund91%