Celebrating 2 Years of GoalFi – Thank You for Your Trust 🚀

Hello ,

Today marks 2 years since GoalFi was incorporated on 15 August 2023, and almost two years since we officially began operations as a SEBI-registered Research Analyst firm. On 9 November 2023, we launched our very first smallcase model portfolio, and that moment became the foundation of everything we have built since. From that single strategy, we now manage a suite of research-backed, factor-driven portfolios trusted by more than 9,000 investors with over ₹200 crore invested through smallcase.

This milestone belongs to you because the real compounding force behind GoalFi has been your belief, your discipline, and your willingness to back research-based investing.

Over the last two years, we have refined every part of our research engine: how factors are selected, how models react to risk, how rebalances are executed, and how insights are delivered. Every improvement has had a single goal: to put investors first and build long-term wealth with transparency and discipline.

As we step into Year 3, here is what you can expect from GoalFi:
• More alpha-oriented strategies with stronger risk control
• Sharper analytics and investor dashboards for better decision-making
• Simpler and clearer research communication
• A continued commitment to zero-noise, rule-based investing

We are here to build wealth with our investors, not ahead of them. Your trust has shaped every decision we have made, and it will guide every product we create next.

Thank you for staying invested, both financially and emotionally. The next phase of GoalFi is designed to deliver even more value, more precision, and more confidence in your long-term compounding journey.

Onwards,
Robin Arya
Founder, GoalFi
SEBI Registered Research Analyst

Disclosures: https://goalfiresearch.smallcase.com/#disclosures

Disclaimer: This newsletter is intended solely for educational and informational use. It does not constitute financial advice or serve as a promotional message.