Path2Goal enables individuals to meet their financial goals by navigating them in the right direction. Many professionals, even the ones with many years of experience, struggle with questions around personal finance like – how much they should be saving to build a sufficient corpus for goals like retirement, children’s education etc. They don’t have a well thought strategy for their asset allocation and depend on a lot of generalized advice picked up from social media or their network of family/ friends. This just doesn’t work in the long run, as what works for person A doesn't necessarily work for Person B.
Path2Goal helps individuals with the following:
1. Creating goal based investment plans, customized basis their existing financial situation, financial goals, risk appetite, time horizon, among other factors. Not just plan, but executing as well.
2. Review of your existing stock & mutual funds portfolio
3. We do regular reviews with you to monitor your progress towards your goals.
4. Wealth protection: right life & health insurance policies for you.
5. Financial awareness workshops
Path2goal is a venture founded by Ashish Khatri, who is registered vide ARN 278931 as a Mutual Fund distributor. He is also POSP certified for offering life and general insurance.
Company Details
- Founded
- -
- Address
- 903 Augustus, Raheja Acropolis, Deonar,india
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://path2goal.in/
- Keywords
- Financial planning, Mutual funds, Life insurance, Health insurance, Goal based investing, Investments, Personal finance, Retirement planning, Financial wellness workshops.
- HQ
- Mumbai, Maharashtra
- Competitors
- The Ultimate Client Acquisition System for Financial Advisors, AccelerateWise, INDIAN PEDIATRIC NETWORK PRIVATE LIMITED, Human Network & Associates, Visionary Voices, Ideaearth Labs, Amol Karale International Academy, Maths Vista, Movietone Digital Entertainment Pvt Ltd, Typo Hard Seltzer.
Path2goal Questions
Path2Goal's website is https://path2goal.in/
Path2Goal's LinkedIn profile is https://in.linkedin.com/company/path2goal
Path2Goal's industry is
Financial Services
Path2Goal's top competitors are
The Ultimate Client Acquisition System For Financial Advisors,
Acceleratewise,
Indian Pediatric Network Private Limited,
Human Network & Associates,
Visionary Voices,
Ideaearth Labs,
Amol Karale International Academy,
Maths Vista,
Movietone Digital Entertainment Pvt Ltd,
Typo Hard Seltzer.
Path2Goal's categories are Financial Services
Path2Goal's founding year is 2023
