Set your goals
Add milestones with a target year and an amount, such as a home, education or retirement.
Goal planner · India
Are your investments on track?
WealthGoal maps your mutual funds, deposits and other holdings to the goals they are meant to fund, so you can see what is covered, what is short, and what to do next.
Free to start. Sign in to sync your plan across devices.
Built for salaried professionalsDesigned around Indian investments
01 / HOW IT WORKS
Your money has a job. See if it is doing it.
Most people track investments in one place and goals in their head. WealthGoal puts them side by side, so every rupee you have invested is tied to something you actually want.
Add what you hold
Enter your mutual funds, FDs, PPF and other investments. Fund NAVs update from AMFI data.
See the gap
Check progress for each goal, find funding gaps, and revisit the plan whenever life changes.
02 / WHAT IS INSIDE
One workspace for the whole picture.
Goal milestones
Plan for future costs with inflation in mind, and see how much of each goal your investments already cover.
Mutual funds
Track your portfolio against live scheme NAVs and assign funds to the goals they support.
FD & PPF deposits
Keep fixed deposits and your PPF balance in the same view as everything else.
Other investments
Gold, bonds, real estate and anything else you hold, counted towards your goals. Pro
Salary & EPF
Bring in your salary and provident fund so your plan reflects what you earn and save.
Monthly expenses
Understand your monthly cash flow and how much you can realistically put towards goals.
Planning and tracking tool. WealthGoal does not give personalised investment recommendations.
03 / PLANS
Start free. Upgrade when you need more.
Free
Everything you need to try a real plan.
- Up to 3 goals
- Up to 4 mutual funds
- FD & PPF, salary, EPF and expenses
- Cloud sync when signed in
Pro
For a full portfolio and a longer horizon.
- Unlimited goals and funds
- 10-year wealth projection
- Asset diversification view
- Other investments section
04 / WHO BUILDS IT
A product by Aaftaj, made to keep money decisions clear.
WealthGoal is built by Aaftaj International FZCO, a UAE-based company creating practical digital products. Payments are handled by Paddle, so your card details never reach us.
Visit aaftaj.comYOUR GOALS ARE WAITING
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