Financial Planning Stops at Goals. Investment Planning Gets You There.
Discover how to align your portfolio with your goals and grow wealth faster without overthinking.
Get My Investment Plan Now – ₹5999 OnlyLimited slots each month. Includes full asset profile analysis.
Your Investments Are Not the Problem. The Allocation Is.
Discover how to restructure your existing assets — equity, gold, debt, FDs — to achieve your financial goals faster and with confidence.
❌ Financial Planning is Not Enough
Most financial plans leave you with more questions than answers. Here's why you need more:
Only Tells How Much You Need
Financial planning stops at telling you the target amount — not how to actually reach it with your current assets.
Ignores Your Current Assets
Doesn't consider how much equity you should hold based on your FDs, gold, insurance, or real estate.
No Clear Strategy
Leaves you wondering: Where to invest? How much? Which instruments? How fast can I grow?
Lacks Implementation
Provides theoretical goals without practical steps to restructure your existing investments for optimal growth.
✅ Investment Planning: Real Answers, Real Strategy
Our approach goes beyond traditional financial planning to give you a clear path forward.
Analyze Your Current Asset Mix
We examine your entire portfolio — from mutual funds to gold to real estate — to understand your starting point.
Find the Right Balance
Determine the optimal allocation between equity, debt, and cash based on your goals, timeline, and risk tolerance.
Identify Growth Blockers
Pinpoint exactly what's slowing down your wealth creation and what adjustments will accelerate your progress.
Build a Logical Path
Create a step-by-step roadmap that takes you from where you are to where you want to be — faster and with confidence.
What's NOT included in this call:
Buy recommendations are NOT part of this consultation. We focus exclusively on analyzing your current portfolio to identify which funds to sell and which to hold. For specific buy recommendations, you should subscribe to our personal advisory services.
📦 What You'll Get
With your Investment Planning Session (₹5999 only), you'll receive a comprehensive strategy:
Custom Asset Allocation Plan
Tailored distribution of your investments across different asset classes for optimal returns.
Equity vs Debt vs Gold Analysis
Detailed breakdown of how to balance these key asset classes based on your specific situation.
Mutual Fund Strategy
Goal-aligned fund recommendations that match your risk profile and timeline.
SIP & Lumpsum Roadmap
Clear guidance on how much to invest regularly vs. one-time investments for maximum growth.
Personalized Risk Assessment
Understanding of your risk tolerance and how it shapes your optimal investment strategy.
Opportunity Map
Clear direction on what investments to shift, what to keep, and where new money should go.
⚠️ Limited Planning Slots Available Each Month
This is a personalized service. We only take 20 new planning cases per month to ensure depth and quality.
Limited Time
Slots fill quickly
Personalized
Not mass-produced
Secure
100% confidential
Ready to Stop Guessing and Start Growing?
Get your personalized investment plan today and take control of your financial future.
Investment Planning Session
Complete asset analysis and personalized investment strategy
- Custom asset allocation plan
- Mutual fund strategy aligned to your goals
- SIP and lumpsum roadmap
- Opportunity map (what to shift, what to keep)
Limited slots each month. Includes full asset profile analysis.
Frequently Asked Questions
What's the difference between this and financial planning?
Is this only for mutual funds?
Do you handle insurance, FDs, real estate too?
How do I get my plan?
What happens after I buy?
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.