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Goal Assist Financial Services, founded in April 2019 in Panvel, Navi Mumbai, provides clear, honest, and goal-based financial guidance. We help individuals, families, NRIs, HNIs, corporate clients, and MSMEs plan for long-term growth, wealth protection, and financial stability, empowering them to make confident financial decisions and achieve their life goals.
The firm was founded by Mr. Pratik Prakash Sakhare, a Postgraduate in Mass Communication from St. Xavier’s College, Mumbai, with 16+ years of experience—8 years in CRM roles with companies like Accenture, Reliance Communications, MediBuddy, and MD India, and 8 years in financial services. He is a Qualified Personal Finance Professional (Network FP), holds an International Wealth Management Certification (PGP Academy), and is certified by Moody’s Analytics, USA. He is SEBI registered and an AMFI-certified Mutual Fund Distributor (ARN No. 132594, Registration Oct 2017 – Validity Mar 2028), ensuring professional and compliant financial advisory services.
We have proudly served 500+ clients, managing ₹10+ crore in mutual funds, ₹50 lakh+ in health insurance, and ₹1 crore+ in life insurance solutions, with 100+ successful claims settlements. Beyond products, we provide Investment Awareness Programs (IAPs) for corporates, societies, retired persons, and special sessions for women and children, guiding clients across all aspects of personal finance and acting as trusted partners in their financial journey.
Our mission is to empower 1 lakh individuals to achieve financial freedom and guide 100 clients on the path to becoming Millionaire (crorepatis), through goal-based investing, ethical advice, disciplined wealth strategies, and lifelong financial partnership. We are committed to educating, supporting, and guiding every client to make informed decisions and build lasting financial security.
At Goal Assist Financial Services, our vision is to help individuals and families build, protect, and grow their wealth through trusted guidance and long-term relationships, as a Qualified Personal Finance Professional (QPFP®).
At *Goal Assist Financial Services*, we help individuals and families make informed financial decisions to achieve their life goals with confidence. Our role as a Qualified Personal Finance Professional to simplify money management, provide reliable guidance, and create structured plans that support long-term financial security.
Shop No. 113, Prajapati Arcade, Sector 15A, Above U 2 Cake, Opposite Railway Station, New Panvel – 410206.
