Investment Planning
Strategic wealth growth with the right assets, diversified for your risk tolerance and time horizon.
"Smart investing isn't about picking the best fund — it's about building the right portfolio for your situation and staying disciplined through market cycles."
Investing Without a Plan Is Just Gambling
No commission, no product bias
I earn a fixed fee from you — not from the funds I recommend. Every suggestion is purely in your interest.
Portfolio built for your risk profile
Equity, debt, gold — in the right proportion for your income, goals, and risk tolerance.
Rebalanced as markets shift
Half-yearly reviews ensure your portfolio doesn't drift from your intended allocation.
How I Build Your Investment Portfolio
A clean, unbiased process — from assessing where you are today to building where you want to be.
01.
Audit your current portfolio
Full review of existing investments — mutual funds, FDs, stocks, everything.
02.
Identify misalignments
Flag what doesn't match your risk profile, goals, or timeline.
03.
Design asset allocation
Right split between assets based on your specific situation.
04.
Select fund categories
Categories that fit — not just highest-rated or highest-commission funds.
05.
Build your monthly plan
Systematic investment schedule aligned to your monthly surplus.
06.
Half-yearly rebalancing
Realign the portfolio as markets move and life circumstances change.
Simple, Transparent Pricing
Investment 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.