Unique Services
Check your financial health score now, for FREE
Unique Services
✅ Discover Your Money Personality – Understand your unique relationship with money.
✅ Clarity on Financial Behaviors – Learn why you save, spend, or invest the way you do.
✅ Personalized Insights – Get a detailed, easy-to-read report about your money habits.
✅ Better Decisions – Gain awareness that helps you plan smarter and avoid common money mistakes.
✅ Confidence in Planning – Feel more in control of your financial future.
In just a few minutes, you’ll get a report that’s all about YOU and your money mindset.
Your Child’s Future, Crystal Clear
Every parent dreams of giving their child the best education and career.
But in today’s world, dreams come with big questions:
💭 Which career is right for my child?
💭 How much will it cost to make that dream come true?
💭 Will I be financially ready when the time comes?
GoalManthan gives you the answers – in just 10 minutes.
✅ AI-Powered Career Guidance – Get accurate insights into your child’s strengths, interests, and personality.
✅ Explore 500+ Career Options—Discover new-age and traditional careers aligned with your child’s potential.
✅ Detailed 75+ Page Report – Receive a comprehensive, paid report with career pathways, education requirements, and growth prospects.
✅ Clarity on Education Goals – Know which courses, colleges, and skills are best suited for your child.
✅ Confidence in Decision-Making—Eliminate confusion and take informed steps for your child’s future.
Decode Your Money Blueprint
✅ 360° View of Your Finances – Get a complete picture of your income, expenses, assets, liabilities, insurance, and investments in one place.
✅ Clarity on Financial Goals – Know where you stand today and what needs to be done to achieve your life goals (child education, marriage, retirement, wealth creation, etc.).
✅ Identify Gaps & Risks – Spot shortfalls in life cover, health cover, and investments before they become problems.
✅ Personalized Roadmap – Receive a detailed, customized financial plan tailored to your needs and risk profile.
✅ Peace of Mind – Be confident that your family’s future and your goals are well planned.
✅ Professional Report in PDF – Easy-to-read, actionable report you can refer back to anytime.
✅ Clarity on Child’s Future Needs – Understand where you stand in planning for education, career, and life milestones.
✅ Identify Gaps Early – Spot financial shortfalls in child education or other goals before it’s too late.
✅ Personalized Insights – Receive a simple, easy-to-understand report with actionable guidance.
✅ Peace of Mind – Gain confidence that you’re taking the right steps to secure your child’s future.
✅ Better Decision Making – Know exactly how much you’ll need and how to prepare for it.
✅ All Records in One Place – Organize documents, insurance policies, investments, property details, and nominations in a single tool.
✅ Peace of Mind – Ensure your loved ones have easy access to vital information in case of an unfortunate event.
✅ Avoid Confusion & Delays – No missed claims or lost assets because everything is documented clearly.
✅ Protect Family’s Financial Security – Secure your family’s future with a ready-to-use financial roadmap.
✅ Simple & Accessible – A structured, easy-to-maintain organizer anyone can understand.
Financial Health Checkup Up for Businesses (MSME)
Risk Assessment - Auto-Calculates recommended covers (Keyman, Partnership/Shareholder, Group Health, Fire/Asset, Liability), adequacy %, risk points, and an overall risk level (LOW / MEDIUM / HIGH / CRITICAL).
Insurance Gap—Required vs. existing cover with gap and traffic-light risk level (Adequate, Partial Gap, Major Gap), plus a quick summary counter.
E-Guides for Business Owners - 5 Mistakes Business Owners Make in Financial Planning.