Your Goals

Every goal has a
Build line and a Protect line.

Every strategy starts with your goals — and for each one, we build both the growth plan to get there and the protection that keeps it safe along the way.

GOAL 01

Owning a Home

Build

A structured investment plan for your down payment, timed so your money shifts to safer assets as the purchase date approaches.

Protect

Cover on the earning member's life sized to clear the outstanding loan, so a home loan never becomes a debt burden passed on to your family.

GOAL 02

Child's Education

Build

A long-horizon investment plan started as early as possible — because education costs in India have been rising sharply faster than general inflation for over a decade. See the numbers →

Protect

A plan structured so the education goal is funded on schedule regardless of what happens to the parent who was contributing to it — so the goal doesn't disappear along with the income.

GOAL 03

Child's Marriage

Build

Another major, largely predictable goal that benefits enormously from starting early and letting compounding do the heavy lifting.

Protect

The same principle — this goal, once funded and protected, isn't derailed by an unplanned emergency elsewhere in the family's finances.

GOAL 04

Retirement

Build

Decades of consistent, disciplined investing, accounting for inflation and a retirement that could last 20–30 years.

Protect

Adequate health cover reviewed periodically — because rising healthcare costs in later life are one of the single biggest threats to a retirement corpus, and a policy that felt sufficient years ago may no longer be.

GOAL 05

Travel & Life Goals

Build

A dedicated plan for the life you want to live, so it doesn't have to compete with your other financial priorities.

Protect

A stable emergency fund and adequate cover elsewhere in your plan, so a life goal like this is never the thing you're forced to sacrifice first when something unexpected happens.

The exigencies every plan accounts for

Regardless of which goals apply to you,
every strategy is protected against the same three unplanned events.

Death of the bread earner

Replacing lost income so the family's goals continue uninterrupted.

Permanent disability

Covering lost income and the added cost of care when someone can no longer work.

Loss of job or business

An emergency fund and income-protection structure that absorbs the shock without forcing you to break long-term investments at the worst possible time.

Reliserve Wealth

Build your wealth. Protect your plan.

Get in touch

Phone: +91 70289 77777
Email: contact@reliservewealth.com

Reliserve Wealth
#304, 3rd Floor, Laxmi Towers,
Swami Vivekananda Road,
Opp Junta House,
Panaji 403 001, Goa, INDIA

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Regulatory Information

Reliserve Wealth · Mutual Fund Distributor · ARN 369518 · Licensed Insurance Agent.

Reliserve Wealth operates under the regulatory framework laid down by SEBI and IRDAI for all the services it offers. We adhere to the Code of Conduct for Mutual Fund Distributors prescribed by AMFI (Association of Mutual Funds in India).

Mutual Fund Disclaimer

Mutual fund investments are subject to market risks. Please read the scheme information document and key information memorandum carefully before investing. Past performance is not indicative of future returns. Reliserve Wealth is a mutual fund distributor registered with AMFI. Reliserve Wealth does not guarantee or assure any returns on investments.

Insurance Disclaimer

Insurance is the subject matter of solicitation. Rohan Ghotage (Reliserve Wealth) is a licensed insurance agent registered with IRDAI. We do not underwrite an insurance policy nor can we influence any insurance decision. Please read the policy terms and conditions carefully before concluding the sale. The purchase of insurance is voluntary.

For more information, visit our Regulatory Page.

Grievance Redressal: If you have a concern about our service, please write to grievance@reliservewealth.com or use our Grievance Redressal Form for a tracked response. Unresolved complaints relating to mutual funds may be escalated to AMFI (amfiindia.com), and those relating to insurance to IRDAI (irdai.gov.in) or the Insurance Ombudsman.

Reliserve Wealth is the Trade Name under which Rohan Ghotage operates.

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