GoalMine Debuts the Simple, Social Way to Invest and Save for Your Goals

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Visit GoalMine.com Today to Sign Up for Free, Start Investing with $25

Give the gift of helping someone reach their financial goals with GoalPacks, the very first gift card for investments and savings. Perfect for any occasion such as weddings, baby showers, graduations or birthdays, GoalPacks come in denominations of $25, $50, $100 and $200.

“People who are doing the right things to manage their money deserve better choices for growing their money,” said GoalMine’s co-creator Rimmy Malhotra, Chief Investment Officer of Gratio Capital.

Now $25 and a financial goal are all it takes to become an investor with today’s launch of GoalMine, a revolutionary investing product from Gratio Capital. With accounts starting at $25, simple-to-understand investment plans, social sharing features, and an innovative "gift card" model that allows friends and family to help users reach their goals, GoalMine offers a simple and affordable way for everyone to advance and reach their financial goals, regardless of investing knowledge or income level.

“People who are doing the right things to manage their money deserve better choices for growing their money,” said GoalMine’s co-creator Rimmy Malhotra, Chief Investment Officer of Gratio Capital. “While many people know investing can be a powerful way to build wealth, they don’t have the few thousand dollars it typically takes to get started, or they find the choices confusing and overwhelming. We created GoalMine to change that and to give millions of consumers who are doing the right things to reach their goals the tools they need to get there.”

Early users of GoalMine who have participated in private beta testing praise GoalMine for its flexibility and social features.

“I got started with GoalMine because I wanted the potential to get a higher return on the money I’m putting away, but I didn’t have the minimum balance to qualify for the other options I found,” said Katherine Lucas-Smith, a GoalMine private beta user. “I like that GoalMine is so customizable, that’s key for me – I can afford to contribute a good amount each month, but if I had a big expense to cover, I could put away less and still contribute. And the goal-oriented savings makes it fun and exciting. I’m really happy with GoalMine and plan to stick with it.”

Set up and Share Your Goal in Three Simple Steps
GoalMine is a powerful way to invest and save for any goal – weddings, baby showers, graduations, birthdays, holidays and more. Starting today, consumers nationwide can visit http://www.goalmine.com to open a GoalMine account and set up a goal, choose a financial product, and share goals with friends and family – all at no cost and with no obligation – in three simple steps:

1. Set up a goal and get help finding a fund: GoalMine does away with financial jargon and helps you find a high-quality mutual fund or FDIC-insured savings account based on your savings goals. Create an investing plan based on the date by when you need to reach your goal or the amount you can regularly contribute. You must be 18 years or older and have a valid social security number to open a GoalMine account.

2. Start growing your goal with $25: Get started investing and saving with GoalMine for as little as $25, not the $2,500 minimum initial investment typically required by mutual funds. Add money from your bank account as you go, or set up automatic recurring contributions. Pay no minimum account balance fees to invest and save with GoalMine, only a $1 transaction fee to withdraw funds at any time.

3. Share your goal and track your progress: Use GoalMine’s social features to publish a goal page, personalize it with photos, video, and other details, and share it with friends and family via Twitter, Facebook, email and other channels. See how close you are to reaching your goals and how you can reach them faster with friendly, simple-to-understand goal-tracking tools and calculators.

Reach Goals Faster with GoalPacks – the First Investment Gift Card – from Friends and Family
GoalMine users can also use GoalMine’s social features to reach their goals faster by soliciting support from friends and family on traditional gifting occasions. Friends and family who want to contribute financially can purchase GoalPacks – the first gift cards to make the gifting of mutual funds possible and practical – which GoalMine users can quickly and simply redeem and apply to their GoalMine accounts. GoalPacks come in denominations of $25, $50, $100 and $200, and purchasers can select electronic or physical delivery. Fees include $2.95 or $3.95 for fulfillment, and shipping charges apply for physical delivery.

GoalMine Funds are Backed by Trusted Institutions
GoalMine savings accounts are FDIC-insured. GoalMine mutual funds are managed by Gratio Capital, Inc., independently audited and custodied at the Bank of New York/Mellon. Details on GoalMine savings accounts, including the current annual percentage yield (APY), are available at http://www.goalmine.com/fdic-insured-savings-account. Details on fund fees and expenses are available in the fund prospectus online at http://www.goalminefunds.com.

GoalMine was created by Gratio Capital, Inc., a San Francisco-based asset management firm managed by a team of executives and advisors with deep financial industry experience and a dedication to expanding access to financial services.

To learn more about GoalMine, visit http://www.goalmine.com, stop by the GoalMine blog or follow GoalMine on Facebook and Twitter.

About Gratio Capital
Gratio Capital is a San Francisco-based asset manager spearheading a movement to provide all consumers, regardless of investing knowledge or income level, with access to simple and affordable tools that will help them build toward their financial goals. With its unique GoalMine product, Gratio Capital empowers all consumers to start investing and saving with social tools and a "gift card" model that allows them to share investing with their friends and family. Gratio Capital also acts as the investment advisor to the Gratio Values Fund. Like its fellow MPOWER Labs portfolio companies, Gratio Capital is committed to creating products and services that will foster empowerment and prosperity in underserved markets. For more information, visit http://www.gratiocapital.com.


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