Goalchi Capital Solutions: Taking a Holistic Approach towards Addressing Unique Wealth Management Objectives

CIO Vendor India’s wealth management market is expected to grow at a CAGR of around 18 percent in the coming five years. What started with the distribution of mutual funds and insurance from private sector banks of India, Wealth Management Industry is now one of the largest sub-sector in Indian financial services. This can be majorly attributed to the growing adoption of innovative tools by the individuals to manage their finances along with the rising population of HNWIs. Additionally, the increasing Internet penetration coupled with growing number of social media users has intensified the demand for wealth management in India. From corporate giants to HNIs, when it comes to managing assets and wealth, everyone looks up for the same thing – proper wealth management services.

Goalchi Capital Solutions understands the complex financial needs of UHNIs (ultra-high net worth individuals), families and corporates and it offers them unique products and services that can meet their requirements

Headquartered in New Delhi, Goalchi Capital Solutions LLP is a premier financial advisory and wealth management firm set up with the vision to provide end-to-end personalized investment management services like planning, advisory, execution and monitoring to the fast rising High Net Worth Individuals (HNWIs) segment within India and abroad. Goalchi Capital is the brainchild of Vikas Sharma, CFPCM, Co-Founder & CEO and Amit Khanna, industry veterans who were associated with India’s leading asset management company and worked in tandem with the financial advisory fraternity. Today, Financial Planning being one of the fastest-growing professions across the world and with a huge demand supply gap in India, both anticipated high demand for qualified financial advisors in the years to come. Despite the boom, the finance sector was still in a nascent stage and Fixed Deposits & Insurance were the preferred investment options. We both got together on the drawing board and conceptualised Goalchi Capital Solutions LLP with a vision to establish a premier financial advisory and wealth management firm.

“Today, as Financial Advisors our job is to counsel clients on sound approaches to financial decision making, yet no good wealth manager can claim to have a crystal ball. The only certainty is that no one can predict the future or time the markets when it comes to investments”, shares Vikas Sharma, CFPCM, Co-Founder & CEO, Goalchi Capital Solutions. Adding further, Amit Khanna, Co-Founder, Goalchi Capital Solutions says, “Today,
Goalchi Capital Solutions is comfortably placed, though we have stiff competition from Banks, Stock Brokers, Wealth Management boutiques and E-commerce portals, we are well-equipped with all the arms and ammunitions required for the financial advisory business-like team, technology, office infrastructure. We have a complete basket of products at disposal to ensure that we are a one-stop solution for our clients.” “In addition to the Wealth Advisory Services, Goalchi Capital Solutions LLP also has other business vertical under the brand name of ‘The Logical Advisor’. The Logical Advisor is committed to provide an excellent learning platform, innovative research, and ensure personal and intellectual growth of its stakeholders (Financial advisors & Investors) in a diverse world of finance.”

The journey which conceptualised in 2016 from New Delhi has come a long way since inception with current operations in New Delhi, Punjab and Himachal Pradesh. Today, Goalchi Capital Solutions is renowned for offering services like Preparation of Comprehensive Financial Plan, Financial Roadmap and Financial Blueprint for Entire Life, Cash Flow Management, Risk Management, Tax Planning & Tax Management, Goal Planning & Goal Management, Debt / Liability / Loan Management and much more. Having successfully managed more than 140 crore of Assets diversified across Equity & Equity related products, Risk Management solutions and a variety of Fixed Income Products, Vikas says, “We have an interesting mix of clients ranging right from an established Cooperative Bank to Corporate clients across North India to a wide range of HNI Clients. With wealth Management being our core competence, we always apply proprietary tools to create a clear picture of what physical and financial assets a client already has, we customize and implement a plan to achieve everything our client wants.”

Goalchi leverages its experience, resources and network to craft optimal wealth management and advisory solutions to help its clients achieve their financial and strategic goals

With Innovation being in the lifeblood of a successful organization, in the years to come, Goalchi Capital Solutions wishes to not just be recognized as a company that provides Financial Planning & Wealth Management. Instead the firm has been foraying and diversified into Investor Education and launched a Coaching academy for Financial Advisors under the umbrella of The Logical Advisor. Signing off, Vikas says, “The road to development will be an exciting one and we are pretty confident of biting the red cherry!!”