Carefully whitelisted PMS & AIF - invest confidently.
Every PMS and AIF is research-whitelisted before it reaches your portfolio.
Instead of navigating hundreds of strategies, you begin with those that have already been carefully evaluated.This structured filtering and experienced oversight help you focus on what fits - without relying on pre-set portfolio models.
Goal-first investing
Decisions guided by objectives, risk tolerance and time horizon — not short-term narratives or market noise.
Recommendations mapped to defined goals and capital timelines
Risk evaluated across drawdowns, volatility and liquidity constraints
Preference for repeatability and process consistency over episodic outperformance
Investment Products
Solutions designed for every wealth stage
Portfolio Management Services
Access concentrated PMS strategies that are research-whitelisted before they reach your consideration — so you focus on quality, not volume. Each opportunity is evaluated for process integrity, portfolio construction logic, and risk discipline.
- SEBI-registered managers assessed for investment process depth
- High-conviction approaches reviewed for portfolio clarity and rationale
- Ongoing oversight to track risk behaviour, drawdowns, and style consistency
Alternative Investment Funds
Access to alternative and private market strategies suited for sophisticated investors seeking differentiated exposure.
- Category II & III AIF structures across themes and strategies
- Exposure to private credit, long-short and tactical mandates
- Eligibility and suitability assessed before access
Why Goalstox
Institutional-grade processes built for long-term investors
Data-Driven Alpha
Quantitative evaluation of performance consistency, downside risk and strategy resilience across market cycles.
Risk Mitigation
Structured focus on drawdown management, diversification and preservation of capital.
Compliance First
SEBI-aligned frameworks with transparent disclosures and suitability-led onboarding.
Research & Monitoring Process
How strategies are evaluated before inclusion and monitored over time
Initial Screening
Quantitative filters across long-term returns, volatility, drawdowns, liquidity and consistency to shortlist strategies.
Qualitative Assessment
Deep review of investment philosophy, portfolio construction, risk controls and decision-making discipline.
Ongoing Oversight
Continuous monitoring with alerts for style drift, risk escalation or deviations from stated mandates.
Not sure where to start?
Understand structures, eligibility and suitability before investing.
Speak with us
Discuss suitability and structures.