Goal-Based Mutual Fund Investing for Armed Forces Personnel, Salaried Professionals, and NRIs
Helping you build long-term wealth through disciplined, well-structured mutual fund portfolios without chasing tips, noise, or short-term market moves
Certified
CFP® Professional
Background
Retired Army Officer
Education
BE(Hons), BITS Pilani
Registered
AMFI Distributor
Who This Is For
You will benefit if you are
Armed Forces Personnel
Salaried Professionals
NRI Investor
Confused Investor
What I Help You Achieve
Instead of random investing, I help you
Invest with Clear Goals
Retirement, children’s education, wealth creation
Build Well-Diversified Portfolios
Proper asset allocation across mutual fund categories
Maintain Discipline during Volatility
Stay the course when markets fluctuate
Avoid Behavioural Mistakes
Services
Outcome-focused mutual fund advisory services
Mutual Fund Investment Planning
Well researched and structured mutual fund portfolios aligned to your risk profile, time horizon, and financial goals — designed for long-term wealth creation
Goal-Based SIP & Lump-Sum Investing
Thoughtful allocation between SIPs and lump-sum investments based on market valuations, cash flows, and goal timelines, ensuring investments remain disciplined across market cycles
Portfolio Review & Second Opinion
Independent review of your existing mutual fund investments to identify overlaps, gaps, unnecessary risks, and alignment with your long-term goals, helping you invest with greater clarity and confidence
Retirement-Focused Investing
Long-term mutual fund strategies to help you accumulate and manage your retirement corpus with clarity and confidence, supporting stable income, capital preservation, and a financially secure retirement
NRI Mutual Fund Investments
Guidance for NRIs on investing in Indian mutual funds, repatriation aspects, and long-term portfolio structuring
Estate Planning
Online WILL writing to enable smooth transfer of assets to the next generation, ensuring clarity, control, and peace of mind for you and your family
AMFI-Compliant
All investments are executed through regular mutual fund plans as per AMFI guidelines
Why Lets Invest Wisely
A disciplined approach shaped by experience
As a retired Army officer, discipline, patience, and long-term thinking are ingrained in my approach. I apply the same principles to mutual fund investing — structured, process-driven, and goal-oriented
Unlike tip-based or return-chasing strategies, my focus is on
Asset allocation
Consistency
Staying invested across market cycles
Because wealth is built over time, not overnight
Core Principles
Invest with Clear Goals
Retirement, children’s education, wealth creation
Process-Driven
Systematic approach, not emotional reactions
Long-Term Focus
Patient capital deployment for lasting wealth
Client-Centric
Your goals and comfort are paramount
Simplicity & Transparency
Simple strategies, Complete transparency
About Me
Rakesh Goyal, CFP®
I am a Certified Financial Planner (CFP®), with over three decades of experience in the financial markets, BITS Pilani alumnus, and a retired Army officer, now working as an AMFI-registered Mutual Fund Distributor under the brand Lets Invest Wisely
I work primarily with
Armed Forces Personnel & Veterans
Salaried Professionals
NRIs
My role is to guide, structure, and support investors in building mutual fund portfolios aligned with real-life financial goals — not speculation or short-term market calls
Compensation Disclosure
I am compensated by mutual fund houses through commissions as per applicable regulations. I do not charge any separate advisory fees
How The Process Works
Simple. Structured. Long-term
Understand
Design
Execute
Review
What Clients Say
“What clients value most is clarity, discipline, and steady guidance — especially during volatile markets”
From the very first day, he has been hands-on — guiding me through every step, carefully tweaking the portfolio during market ups and downs, and designing an investment plan aligned with my long-term goals. His advice on tax-saving strategies and further investments has been extremely valuable.
Col. Goyal is my go-to person for all financial matters, and I trust his judgment completely. I highly recommend Let’s Invest Wisely Financial Services to anyone looking for reliable, growth-oriented, and professional financial guidance.
Col Goyal provides complete transparency and gives you the freedom to discuss and choose funds before making any investment. He stays well-informed about market trends and offers guidance that aligns with the latest developments, which adds great value to the investment process.
Col Rakesh Goyal's professionalism and commitment to client success are truly commendable. I highly recommend LetsInvestWisely for anyone seeking reliable and expert investment guidance.
Learn. Understand. Invest Better
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Investing doesn't have to be complicated
If you want a structured, long-term approach to mutual fund investing, let’s have a conversation
Goal-based mutual fund investing for the long term.
Address:
A3-103, Plaza at 106, Sector 106, Gurugram 122007
Services
Investment Planning
Portfolio Review
SIP Advisory
NRI Services
Legal
Privacy Policy
Terms of Service
Disclaimers
⚠️ Important Compliance Disclosure:
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully
Past performance is not indicative of future returns
Lets Invest Wisely is an AMFI-registered Mutual Fund Distributor. Services are provided through regular mutual fund plans