Client tools
Your Financial Journey
A structured, self-service tool to help you organise information about your financial position, goals, priorities and planning needs, in nine guided steps. It is an informational and organisational tool, incidental to our mutual fund distribution services.
Log in to use Your Financial Journey
Organise your financial goals and keep a structured record of your income, expenses, assets, loans, investments and insurance in your own account.
- Record your financial goals
- Organise your financial information
- Note your responsibilities and plans
- Save and revisit your progress
- Download your own report (PDF)
An informational and organisational tool, incidental to our mutual fund distribution services. It is not investment advice or a recommendation.
This tool opens after you log in to your website account, so that what you enter stays with you. An account needs only your name, email and a password. You confirm your email address, log in, and come straight back here.
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Your privacy: This tool opens only after you log in. Nothing you enter is sent to our server until you agree to save it. A saved form is stored encrypted with your website account, is not emailed to anyone, is not shown in our staff area, and can be deleted by you at any time. Please do not enter Aadhaar, PAN, bank account or card numbers anywhere in this form. Those are collected separately through official channels during onboarding.
This account is for this website only. It lets you save and resume the forms on itagfin.com. It does not give access to the investment transaction platform. That is a separate third-party platform with its own login: go to the investment platform login.
Checking your login.
You have unsaved entries in this tab
You have entries in this tab that were not saved before your session ended. Your account also has a saved form. Which one do you want to continue with?
Keep: the entries in this tab replace the form saved in your account.
Load: the unsaved entries in this tab are discarded.
Before this form is saved to your account
Nothing from this form has been sent to our server yet. Until you agree below, your entries stay in this browser tab only.
- Purpose. The Financial Journey form records the details you enter about your family, income, expenses, assets, loans, investments, insurance and goals, so that you can save, resume and view your own financial profile.
- Storage. If you agree, the form is stored on our server, encrypted, and linked to your website account. It is not emailed to anyone and is not used for marketing.
- Withdrawing. You can withdraw this consent at any time by deleting the draft or your whole account from the dashboard, or by writing to us at itagfin@gogpl.in. Deleting the draft removes it from the server.
- More detail. See the Privacy Policy and the Consent & Data Protection Notice.
Without saving, your entries stay in this browser tab only and are lost when the tab is closed. You can agree later with the Save button below the form.
Your Financial Journey form is marked as complete.
It is saved to your account. You can review or edit it at any time from your dashboard.
It is kept in this browser tab only. Print or download it before closing the tab, or log in to save it to an account.
This form is stored in your account. Our staff area does not show it. You can download it as a PDF and share it yourself if you want to discuss it with us.
Risk disclosure: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns. Mutual funds do not offer guaranteed or assured returns. Figures shown are illustrative, based on assumed rates that you can change, and are not a forecast of any scheme.