Goal Based Planning
Investments aligned with your milestones — education, home, travel — with clear timelines and strategy.
"Without a precise roadmap, money drifts — into wrong products, impulse spends, or idle savings. I make sure every rupee has a purpose and a deadline."
A Goal Without a Plan Is Just a Wish
Each goal gets a precise number
Not a rough estimate — I calculate the exact inflation-adjusted corpus you need for every milestone.
Short, medium & long-term goals aligned
Each goal gets the right investment instrument based on its time horizon and risk appetite.
Progress tracked every six months
At every review, I show you exactly where you stand against each goal — no guesswork.
How I Build Your Goal Plan
A structured process that turns your life milestones into a clear, actionable investment roadmap.
01.
Identify all your goals
Education, home, wedding, retirement, travel — every milestone captured.
02.
Quantify each goal
Exact corpus needed, inflation-adjusted to the target year.
03.
Map to the right instruments
I map to the right assets as per your goal's time horizon
04.
Build your monthly schedule
Monthly investment plan aligned to your income and cash flow.
05.
Review goal progress
Half-yearly check — are you on track or do we need to adjust?
06.
Rebalance when needed
Realign allocation as life changes and markets move.
Simple, Transparent Pricing
Goal Based Planning is included in the comprehensive financial plan — no separate charge per service.
Renewal from Year 2: ₹7,500 + GST
Single Parent / Senior Citizen
₹12,000
+ Applicable GST
Annual fee · One-year support
- Cashflow and Net worth Analysis
- Family budget Analysis
- Risk profiling
- Life and Health Insurance Planning
- Emergency fund Planning
- Child Education / Marriage Planning
- Retirement Planning
- Goal Based Planning
- Tax Planning
- Debt Management
- Asset Allocation Based on Goals
Includes full financial plan — insurance, investments, retirement & more.
Indian Resident
₹15,000
+ Applicable GST
Annual fee · One-year support
- Cashflow and Net worth Analysis
- Family budget Analysis
- Risk profiling
- Life and Health Insurance Planning
- Emergency fund Planning
- Child Education / Marriage Planning
- Retirement Planning
- Goal Based Planning
- Tax Planning
- Debt Management
- Asset Allocation Based on Goals
Includes full financial plan — insurance, investments, retirement & more.
Turning Chaos into Clarity
Book your free 30-minute discovery call. No obligation. No sales pitch. Just honest advice.