Not the No.1 PMS & AIF distributor yet - which keeps us working harder for you.
Every PMS and AIF is research-whitelisted before it reaches your portfolio.
If you’re searching for the best portfolio management services in India, you’re in the right place. At Goalstox, we believe investing should be clear, confident and wellinformed. Our investment solutions across Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs) are thoughtfully designed and guided by experienced investment professionals, ensuring informed decision-making rather than generic, pre-set strategies.
At Goalstox, every PMS and AIF recommendation is driven by in-depth research, market insights and professional expertise, allowing us to create strategies aligned with your financial goals, risk profile and investment horizon. Instead of standardized investment models, we focus on personalized portfolio construction, supported by disciplined investment processes and continuous performance review.
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
Concentrated portfolios managed by professional fund managers with clearly defined mandates and risk frameworks.
- SEBI-registered managers with proven investment processes
- High-conviction strategies with transparent portfolio logic
- Continuous monitoring for risk, drawdowns and style drift
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.