How to transfer-in your investments

You can raise the request for transfer in from Service Center option on the left menu of your dashboard. You can attach a soft copy of the self attested PAN card and we'll take the process forward over email. 

The complete process takes upto 25 business days to complete. The entire process is completely online. 

As soon as the transfer in is done, you will receive a confirmation email from Goalwise letting you know. You will also have a separate goal on your dashboard called ‘Transfer-In’ with all the transferred funds!


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