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SEBI-Registered Investment Advisors

Stress-Free Investing
Starts Here

Your personal finance partner—ready to answer every query, guide every decision, and help you invest with confidence. Just one call away.

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Why We Built Goela Financial Services

A study shows that people who work with financial advisors consistently outperform those who don’t. Why? Because in moments of volatility, the difference between success and failure is having an expert by your side.

Left alone, it’s easy to make wrong decisions. We built Goela Financial Services to be that expert partner—so you never feel stuck in your financial journey.

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The Problem We Solve

Wealth creation is not one decision—it's a maze.

  • Should you invest in equities, ETFs, or MFs?
  • Which insurance policy actually protects you?
  • How to balance loans, credit cards, and long-term planning?
  • What about estate planning for your family's future?

Most people eventually feel overwhelmed.

That's where we step in.

From stock market investing to insurance, from credit cards to estate planning—we simplify every financial decision, top to bottom.

SEBI-Registered Investment Advisors (RIA)

What We Offer & How We Solve It

We are SEBI-Registered Investment Advisors (RIA). Here's how we work with you:

01

Assess

We analyze your current finances, needs, and long-term goals.

02

Plan

We design a custom financial roadmap—covering equities, ETFs, mutual funds, insurance, and more.

03

Guide

No 'off-the-shelf' stock tips. No hidden commissions. Just a transparent plan, tailored to you.

04

Review

We continuously track, review, and rebalance your portfolio every few months — ensuring it stays aligned with your goals, market conditions, and evolving life milestones.

How It Works

01

Dedicated Advisor

You're assigned a personal SEBI-registered advisor.

02

Deep Consultation

A 45-minute session where your complete financial roadmap is laid out.

03

Execution Support

We guide you step-by-step as you implement your plan.

04

Ongoing Guidance

You're never alone—we're here whenever life (or markets) change.

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Take Control of Your Finances—Without the Stress

Your financial freedom is one conversation away.

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A 2-minute read that keeps you aligned with the markets — without distraction or noise.​

Legals

Goela Financial Services LLP
SEBI Registered Investment Advisors
SEBI Registration No. INA000020952
BSE Enlistment No. 2337

Compliance Officer:
Rahul Goela
Email: compliance@goelafinance.com

Goela Financial Services LLP (the “Investment Adviser”) is registered with SEBI as Non- Individual Investment Adviser vide Registration number INA000020952 on 21 st August, 2025, pursuant to which it provides Investment Advisory services to its clients. Investment in securities market is subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the IA or provide any assurance of returns to investors.

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