For Professionals
A Complete Investing System for Busy Professionals
Build lasting wealth with clarity, structure, and mentorship—no endless research or guesswork needed.
Empowering busy professionals with ISMA 3.0 — a complete suite that combines learning, tools, AI, and mentorship to help you invest with clarity and discipline.
You work hard to earn. But with long hours, deadlines, and family responsibilities, managing money often gets pushed to “later.” Meanwhile:
- Salaries get spent without a long-term plan.
- Random tips and YouTube videos feel unreliable.
- Years of compounding are lost to procrastination.
ISMA 3.0 is built for you. It gives you a structured, step-by-step way to grow wealth — without needing hours of research every day.
ISMA 3.0 Tools
Four Solutions
- Portfolio Management
Learn and apply professional asset allocation rules. Keep your portfolio balanced and growing with:
- Asset Allocation Tool – Diversify based on your age, net worth, and expenses.
- Rebalancing Tool – Review every 6–12 months to stay on track.
- Additional Investment Tool – Add bonuses, SIPs, and lump sums smartly.
- Stock Selection
Learn the 5-pillar framework and apply it with:
- GSS Elite Tool – Score any stock objectively and clean up your portfolio.
- AI Analysis
AI-Powered Clarity
- Goela AI – Your 24/7 AI mentor trained on ISMA. Get summaries, explanations, and guidance in seconds.
- Action Marathon
Consistent execution guidance
- 1-month intensive with 8–10 live mentor sessions. Runs every other month. Get everything implemented, fast.
We value sharp thinking
01.
Increased Efficiency
Automate decisions while focusing on strategic investment planning
02.
Enhanced Accuracy
Make confident choices with latest relevant market information
03.
Risk Mitigation
Minimize emotional decisions through automated tools and AI insights
04.
Scalable Solutions
Manage personal or large portfolios with adaptable tool suite
Your Next Step
You’ve worked too hard to let your money sit idle or get lost in random decisions. With ISMA 3.0, you’ll:
- Understand your finances clearly.
- Build a balanced portfolio.
- Select strong stocks.
- Stay disciplined with rebalancing.
- Add new money smartly.
- And beat procrastination with Action Marathon.