About GoalFi
GoalFi is a Technology company based in Hyderabad (India) founded in 2023 by Robin Arya. Investment portfolios and research based on quantitative strategies are provided. GoalFi has raised $120.41 thousand across 1 funding round from investors including Praveen Mishra, Hrishikesh Diwan and Siddharth Shrivastava. GoalFi was last valued at $2.2 million in January 2024. Its Indian entity Goalzen Capital Services Private Limited reported revenue of ₹2.17 Cr. GoalFi offers products and services including Investment Portfolios and Smallcases. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its competitors include Dezerv, Wealthy and Nivesh; 3 of its 3 listed competitors have raised funding.
Company details
GoalFi was founded in 2023 in Hyderabad, India, within the investment sector. Quantitative strategies are utilized to deliver portfolios and research services. Data analysis and multi-factor approaches are employed to generate insights for investors. Operations focus on equipping users with tools for informed decision-making in financial markets. Geography-based services are centered in India, supporting broader access to analytical resources.
- Headquarters Hyderabad, India
- Founders Robin Arya
- Stage Minicorn
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website goalfi.app
- Social LinkedIn X Facebook YouTube
- Legal Name Goalzen Capital Services Private Limited
- Date of Incorporation 14 Aug, 2023
- Jurisdiction Hyderabad, Telangana, India
- Annual Revenue₹2.17 Cr
FY 2025 · +801% YoY
- Net Profit₹4.8 Lakh
FY 2025 · 2% margin
- EBITDA₹9 Lakh
FY 2025 · 4% margin
- Total Equity Funding$120.41K (USD)
in 1 rounds
- Latest Funding Round$120.41K (USD), Angel Round
Jan 2024
Associated legal entities of GoalFi
GoalFi is associated with 2 registered companies on The Company Check; the primary company is Goalzen Capital Services Private Limited. Each company page carries the filings, financials, charges and directors of that entity.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Goalzen Capital Services Private Limited CIN U66190TS2023PTC176030 | Active | 14 Aug 2023 | Hyderabad, Telangana | ₹2.2 Cr | 3 | View details | |
| Richbudget Technologies Llp CIN ABA-6039 | Active | 11 Feb 2022 | Hyderabad, Telangana | 2 | View details |
Products & Services of GoalFi
GoalFi offers a comprehensive portfolio of products and services, including Investment Portfolios and Smallcases.
Curated baskets of stocks for data-driven investment strategies
Baskets of stocks or ETFs reflecting specific objectives and themes
Funding Insights of GoalFi
GoalFi has successfully raised a total of $120.41K through 1 strategic funding round. The most recent funding activity was a Angel Round of $120.41 thousand completed in January 2024. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $120,414
- Total Rounds 1
- Last Round Angel Round — $120,414
- First Round $120,414
(Jan 2024)
- Investors Count 9
All 1 funding rounds of GoalFi with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2024 | $120,414 | Angel Round | $2.2M | Praveen Mishra |
| Date | Valuation | Stage |
|---|---|---|
| Jan 2024 | $2.2M | •••••••• |
Last known valuation $2.2M (Jan 2024). 9 investors in total: 0 institutional and 9 angel.
Investors in GoalFi
GoalFi has secured backing from 9 investors, including angel investors. Prominent investors backing the company include Praveen Mishra, Hrishikesh Diwan and Siddharth Shrivastava.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
PM Praveen Mishra | unknown_fd57f250c3d54df49 | |||
HD Hrishikesh Diwan | unknown_6ff973f8f491468cb | |||
SS Siddharth Shrivastava | unknown_8024347356634511b | |||
SS Siddhartha Sarma | unknown_12514918da2f4d54a | |||
PM Pradyumn Mishra | unknown_288960627e4943b69 | |||
NR Narpal Rana | unknown_e47dfe5b0b7342bdb | |||
MG Manish Gour | unknown_681f158f21a941b99 | |||
PS Praggya Srivastava | unknown_57443c82758c4b9aa | |||
KS Krati Sahay | unknown_a42722cf3d7a4fa19 |
Investor details for GoalFi
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Board of directors of Goalzen Capital Services Private Limited (GoalFi)
Goalzen Capital Services Private Limited is the primary company behind GoalFi. The boards of the 2 registered companies of GoalFi currently have 3 directors; the longest-serving is Hem Saxena, appointed in 2022. 3 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Hem Saxena DIN 07013003 | Designated Partner | 11 Feb 2022 | 4 yrs 8 mo | Richbudget Technologies Llp, Goalzen Capital Services Private Limited |
| Robin Arya DIN 10278644 | Designated Partner | 27 Sep 2025 | 1 yr 1 mo | Richbudget Technologies Llp, Goalzen Capital Services Private Limited |
| Aaushi Arya DIN 11352624 | Additional Director | 24 Oct 2025 | 1 yr | Goalzen Capital Services Private Limited |
People of GoalFi
1 people are tracked at GoalFi (1 in leadership).
| Name | Role | Group |
|---|---|---|
| Founder | Leadership |
Complete people profiles for GoalFi
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Financials of GoalFi
Figures of Goalzen Capital Services Private Limited, the primary company behind GoalFi, for FY 2025. Revenue was ₹2.17 Cr (+801% year on year). Net profit was ₹4.8 Lakh (2% margin). EBITDA was ₹9 Lakh (4% margin).
- ₹2.17 CrRevenue · FY 2025 · +801% YoY
- ₹4.8 LakhNet profit · 2% margin
- ₹9 LakhEBITDA · 4% margin
- ₹25 LakhPaid-up capital
Balance sheet, profit and loss, cash flow and ratios of Goalzen Capital Services Private Limited are on its company page.
Detailed financial statements for GoalFi
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Timeline of GoalFi
3 dated milestones of GoalFi across 1 years, from founding to its latest funding, stage changes and deals.
- Founded GoalFi is founded.
- Funding First funding round of $120K.
- Milestone Reaches Minicorn status.
Competitors of GoalFi
GoalFi has 3 listed competitors in our database, 3 of them funded. They include Dezerv, Wealthy and Nivesh.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| dezerv.in | 2021 | Mumbai, India | $100M | 513 | Investment solutions and portfolio management are provided for affluent individuals. | |
| wealthy.in | 2015 | Bengaluru, India | $22.29M | 231 | Digital wealth management platform is offered for personalized investments. | |
| nivesh.com | 2016 | Noida, India | $5.24M | 41 | Wealth management and financial products are provided online for individuals. |
Detailed competitors of GoalFi
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as GoalFi (Investment & Financial Technology) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about GoalFi
GoalFi was founded in 2023 and raised its 1st funding round 1 year after it was founded.
GoalFi is headquartered in Hyderabad, India. It is registered at Hyderabad, Telangana, India.
GoalFi is a funded company, having raised a total of $120.41K across 1 funding round to date. The company's 1st funding round was a Angel Round of $120.41K, raised on Jan 2024.
The primary company behind GoalFi, Goalzen Capital Services Private Limited, reported revenue of ₹2.17 Cr for FY 2025, up 801% year on year.
GoalFi was founded in 2023 in Hyderabad, India, within the investment sector. Quantitative strategies are utilized to deliver portfolios and research services. Data analysis and multi-factor approaches are employed to generate insights for investors. Operations focus on equipping users with tools for informed decision-making in financial markets. Geography-based services are centered in India, supporting broader access to analytical resources.
GoalFi offers Investment Portfolios and Smallcases.
GoalFi has 9 investors. Key investors include Praveen Mishra, Hrishikesh Diwan, Siddharth Shrivastava, Siddhartha Sarma, and Pradyumn Mishra.
The valuation of GoalFi is $2.2M as of Jan 2024.
GoalFi is associated with 2 legal entities: Goalzen Capital Services Private Limited, Richbudget Technologies Llp.
The legal entities of GoalFi currently have 3 directors, including Hem Saxena, Robin Arya, Aaushi Arya.