Investments

Queries regarding investments/purchases

When will my investments be processed?
Non-liquid investments below Rs 2 lakhs can take upto 3 business days to be processed.  Non-liquid investments above Rs 2 lakhs and Liquid Fund investm...
Tue, 16 Jun, 2020 at 12:12 PM
What is the minimum I can invest through Goalwise?
You can invest as little as ₹ 100 through us. It depends on the Mutual Fund minimums.
Tue, 16 Jun, 2020 at 12:14 PM
Will I get the existing folio number if I invest in the same fund scheme or fund house again in Goalwise?
Yes, if you invest in the same goal and Mutual Fund company as the existing folio number, you will get the existing folio number. If you invest in a differe...
Tue, 16 Jun, 2020 at 3:05 PM
Can I access my investments outside of this app?
Yes, you can access your money directly from the Mutual Fund websites or even offline through their offices.
Tue, 16 Jun, 2020 at 3:05 PM
What is a switch?
Switch is a transaction through which you can redeem from one Mutual Fund scheme and invest it in another Mutual Fund scheme of the same Mutual Fund company...
Tue, 16 Jun, 2020 at 3:06 PM
What is an STP?
STP is the short form for Systematic Transfer Plan. An STP is a plan that allows investors to give consent to a Mutual Fund to periodically switch i.e. (red...
Tue, 16 Jun, 2020 at 3:06 PM
Can I do STP?
Yes, you can do so but not from your account directly yet. You can write to us at care@goalwise.com with the relevant details (like goal name, source scheme...
Wed, 24 Jun, 2020 at 7:30 PM
Can I do switch?
Yes, you can do so but not from your account directly yet. You can write to us at care@goalwise.com with the relevant details (like goal name, source scheme...
Tue, 16 Jun, 2020 at 3:10 PM
How can I invest in the funds of my own choice?
Here's how you can do that:  On web SIP: https://youtu.be/gEq1Y7tNXq4 Lumpsum: https://youtu.be/2o4scUTy7jU On app SIP: Dashboard --> G...
Thu, 25 Jun, 2020 at 7:41 PM