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Money didn't
come with a manual. 
But now it does.

Meet GoalSeek

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

The path to smart money.

  • 1. Know yourself.

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

    The GoalSeek application being used on a smartphone.
    A money personality.
  • 2. 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.
    The GoalSeek application showcasing a user's projected portfolio.
  • 3. Know where you want to go.

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

    The GoalSeek application showcasing the My Goals section.
    A graphical chart showcasing a summary of goals.
  • 4. 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 being used for expert guidance.
    The GoalSeek application showcasing a successful session booking with financial experts.
  • 5. 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.
    The GoalSeek application showcasing an overview of a goal.
1. Discover
Know yourself.

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

The GoalSeek application being used on a smartphone.
A money personality.
2. Track
3.
Plan
4.
Grow
5.
Protect

The path to smart money.

Know yourself.

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

Get a personalised financial score.

Understand your money habits & risk profile.

Get started with a step-by-step financial plan.

And more...

The GoalSeek application being used on a smartphone.
A money personality.
A coin.

The path to smart money.

1

Discover

2

Track

3

Plan

4

Grow

5

Protect
Smart Money. Smarter Workforce.

I am here for my team.

You already drive growth. But it doesn’t stop at performance. Support your employees’ financial wellbeing with expert guidance.

Smart Money. Smarter You.

I am here for myself.

Discover, track, plan, grow, and protect your money with ease. Our platform makes finance management effortless.

Imagery around the app's availability on Google Play.
Imagery around the app's availability on the App Store.

What brings you here? 

The GoalSeek application showcasing the My Goals section.
The seal of the Reserve Bank of India.
The logo of Amazon Web Services.

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.

57%

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

Most find out when it’s already too late.

57%

say financial stress impacts their mental health.

It impacts sleep, relationships, and overall wellbeing.

Source: PwC

79%

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

This leaves families exposed when it matters the most.

75%

Indians have no emergency fund.

An unforeseen circumstance can derail multiple lives.

70%

of urban Indians fail to meet their financial goals.

Lack of planning leads to lack of progress.

The price of delay is bigger than you think.

FAQs

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

  • Yes, the core experience, including registration, health checks, and essential features, is free. We also offer premium add-ons for deeper insights and advanced tools.

  • Yes. You can still track your spending manually, access health checks, and use coaching features. However, we suggest linking accounts as it unlocks richer insights and helps you have a smoother experience.

  • We use bank-grade encryption and follow strict data privacy standards. All your financial information stays protected and under your control.

  • AA is an RBI-regulated system that lets you securely connect your financial accounts with your consent. GoalSeek uses this framework to fetch your data safely. You are always in control, and your consent is required each time.

  • Never. We do not sell, rent, or share your personal data for marketing or advertising.

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

A person.

Goalseek updates all my accounts automatically everyday - I don't have to log into five different apps anymore, it’s all here in one clean view.

Ajit Kumar

A person.

For me, GoalSeek feels like a personal finance assistant. Simple to use, but very powerful, and on my side! I feel more confident about my money now.

Ratish Kulkarni

A person.

I am terrible with due dates for bills, insurance policy renewals, investment maturity etc. But this app reminds me on time so nothing gets missed!

Saguna Goel

A person.

I love the budget feature. It is fully personalized for me & my family and has shown me details about my spending habits which I never knew.

Tripti Sahoo

A person.

Unlike other apps, I actually have a qualified human here that I can call directly. I really like talking to an actual person.

Khushboo Chauhan

A person.

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