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NIFTY 50 24,580.25 +0.42% SENSEX 80,940.10 +0.38% BANK NIFTY 52,310.65 -0.18% NIFTY MIDCAP 100 57,025.40 +0.71% USD/INR 84.52 +0.05% GOLD ₹76,420/10g +0.22% 10Y G-SEC 6.91% -0.01% NIFTY 50 24,580.25 +0.42% SENSEX 80,940.10 +0.38% BANK NIFTY 52,310.65 -0.18% NIFTY MIDCAP 100 57,025.40 +0.71% USD/INR 84.52 +0.05% GOLD ₹76,420/10g +0.22% 10Y G-SEC 6.91% -0.01%

Services

A written financial plan, not a list of products.

We translate your income, expenses, dependants and goals into a concrete monthly investment plan you can actually follow.

What we will offer at launch

Goal-mapping

List every goal — retirement, child education, marriage, home, vacation, emergency fund — with cost, year and priority.

Cash-flow review

Where money comes in, where it leaks, how much can realistically be invested every month.

Asset allocation

A target split across equity, debt, gold and cash based on your risk profile and goal horizons.

Insurance gap analysis

How much term and health cover you actually need, separate from any investment-linked policies.

Tax-aware planning

Use 80C, NPS, NRE/NRO and capital gains rules without over-engineering for tax alone.

Annual refresh

A scheduled annual review so the plan keeps up with life.

Who this is for

  • First-time earners who need a foundation.
  • Couples with conflicting financial habits who want a shared plan.
  • Parents juggling current expenses and future goals.
  • Anyone within 10 years of retirement who wants a glide path.

Why this matters

Most families have products without a plan. A 30-page financial plan that no one reads is also useless. We aim for a tight, written plan you can actually re-read and follow.

Quick answers

Is this a one-off plan or a relationship?
It’s a relationship. The first plan is the starting point. Six-monthly check-ins keep the plan alive.
Do I have to invest through you to get a plan?
Once we are live, the conversation makes most sense if we also implement together — but we will be transparent about whether a particular goal is better solved through us, through PPF/NPS directly, or otherwise.
How is this different from an investment adviser?
A SEBI-registered investment adviser charges a fee for advice and may not earn commissions. We will be a mutual fund distributor — paid by the AMC via disclosed commissions. Both models are valid; the right one depends on what you need.

Be first in line

Join the notify list and we will email you the moment we go live.

  • We email you the day we go live — and nothing in between unless you opt in.
  • We never sell or share your contact details.
  • Tell us what to launch first — we'll prioritise accordingly.
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