Small steps to achieve your big dreams

Ashish and Shagun Sogani

Entrepreneur & Homemaker

"SIP My Goal, has changed the way we looked at Mutual Funds. Meeta has been a fantastic advisor. She completely understood our goals and provided us with some great funds which exactly fit our needs. Absolutely honest and very knowledgeable. They don't give a sales pitch...they advise, which is what we felt the most comfortable with. Keep up the great work Meeta and Team!"

Minash Bablani Kewalram

Founder & CEO, Ellement Co.

As a young entrepreneur, I was certain I wanted to save a certain amount of my earnings each month but didn't know where to start. Meeta guided me into mutual funds & SIP's so smoothly. I thought it would be complicated & time consuming, however she simplifies the whole process & adds value by suggesting excellent funds to park money in. I have been investing through Meeta for the last 4 years and I am nothing but super happy everytime I login to the app & view my statement. Over the 4 years, we have increased the amounts and we are steadily growing my portfolio with her guidance. Thank you Meeta for guiding me & look forward to many more investments & growth ahead.

Mr. Rohan Bhat

Chairman & Trustee, CAGS Mumbai

I have total confidence in SIP my Goal and I’m glad they are at hand whenever I need advice. Their approach to financial planning is very refreshing and they have a great way of explaining things so I understand what I’m buying.

All queries, however small, are dealt with in a helpful and positive manner.

Mr. Jason Tham

Actor, Mumbai

I’ve been investing with SipMyGoal for the past 18 months now and my investments have grown exponentially. All thanks to Meeta who’s an expert in researching, analysing and identifying potential companies for best results. She’s sweet, respectful and very responsible towards her clientele. I am very happy as a customer and looking forward for even more investments with the company.

Rohila John

Teacher, Mumbai

Meeta makes you feel important and gives you the info you need at the level you can understand.

I have found the company’s advice regarding investment opportunities particularly helpful – everything is explained fully, no matter how complex the subject. I am pleased to see the results .

Ms. Deepti Dave

Travel consultant and Handwriting expert, Mumbai

Meeta from SIP my Goal has been an amazing mentor in regards to my investments. She has always guided in the right direction as per my requirement and goal of future.

Highly recommend SIP my Goal to everyone to get the correct direction for your investments and savings.

Mr. Rohit Bhat

CEO & Trustee, CAGS Mumbai

I’ve been a client of SIP my Goal for the past couple of years. I feel very comfortable and confident they manage our investments in the best manner that meets our requirements. They are the best when it comes to service and willing to go the extra mile to help us resolve any matters which may be pertaining to our other old investments too.

I have no hesitation in recommending them.

Gulshan & Zubin Zack

Homemaker & Managing Director, Mumbai

Dear Meeta. It's been a pleasure working with you. We know our investments are safe in your hands and growing. Your service is efficient and excellent, with a personal touch and we don't need to worry about the details. Your wonderful app keeps us in touch with what's happening. Looking forward to a long and fruitful association with you both. Wish you all the very best.

Dr. Sargam Dev Soni

Gynaecologist, Mumbai

I have received excellent service and investment guidance. Meeta explained and advised me in an easy to understand manner and was very helpful. I trust SIPmyGoal with my investments and have already recommended to my friends and family & they too are thankful for it.

Haresh and Namrata Khatwani

Entrepreneur and Homemaker
Madrid, Spain

As a business owner I value and trust the personal service delivered by SIP my Goal. They are on hand whenever we need them to discuss the best options, and manage our investment portfolio professionally and comprehensively. Our investments have consistently risen in value. I have no hesitation in recommending SIP my Goal to my network.

Mr. Suvi Vijayan Chavratil

Profession: He is Advertising Professional

I have been with SIP my Goal for over a year now. Meeta has been an amazing financial advisor to me, bringing not just her expertise but also warmth and care to the business.

She has taken the time to get to know me and understand my financial goals and aspirations. Her personalized approach has helped me develop a strategy that is tailored to my unique needs and circumstances. What I appreciate most about Meeta is her ability to make complex financial concepts easy to understand. She takes the time to explain things in a way that is clear and concise, and always goes the extra mile to ensure that I have a thorough understanding of my investments and financial decisions.

She has a genuine interest in helping her clients achieve financial success and is always available to answer questions and provide guidance. Her attention to detail and dedication to her clients have made her an invaluable asset to my financial planning.

Overall, I cannot recommend Meeta enough. Thank you, Meeta, for all that you do!