We are a customer-centric financial planning firm with 11+ years of experience in helping Indian families living within and outside of India.
Our goal is to help you live the life you want by building a secure future for you and your loved ones.
As a Financial Planner, our role is akin to that of a custodian, entrusted with the responsibility of safeguarding our clients’ financial well-being.
This means ensuring that only the most suitable products find their way into our clients’ portfolios, and that we carefully select service partners who share our commitment to excellence.
Additionally, it involves being vigilant in the hiring process to ensure that only the most qualified and ethical individuals join our team.
Equally important is the task of identifying and serving clients whose needs align with our expertise and values. This reflective approach allows us to uphold the highest standards and prioritize the best interests of our clients at every turn.
Our Story
What We Do & How We Got Here
We make personal finance easy & fun. We look at where you are, help you to identify the good and not-so-good parts and work with you to build a roadmap. We take a metrics based approach and offer a grounded advice. We work closely with you throughout the engagement and our biggest value addition to clients is that we hand hold them during the turbulant times. We specialize in working with C Suite Corporate Executives. Our approach revolves around perpetual engagements. We are happy to have a very high client retention ratio.
And did we say we are a FEE-ONLY SEBI Registed Investment Advisor?
Like everyone else, we started small, in 2012. We worked out of our 2.5 BHK in Mumbai and ~30 of our friends kindly agreed to give us a chance. And Yey, we got off to a good start. Our first office was actually a garage. Once we had a critical mass, we leveraged content strategy via LinkedIn and offered lots of interesting personal finance content for FREE. In the process, we met interesting families and they agreed to move from FREE to FEE. Then we reached 100 families. Then the law of referral took over. And we have a thriving practice today.
Life is Good!
ONCE UPON A TIME
It was complex for Amit & Kavita to manage their money. They tried growing their wealth but they ended up with product-focused solutions, DIY random portfolios, and lost money. Then, one day they came to know that financial planning helps to manage personal finance in a structured manner. So they signed up for a SEBI Registered Investment Advisor.
Because of that, they reviewed cash flow, assets, liabilities, insurance, goals, and took a 20 years view. The financial planner helped them to identify goals and then crafted a long term plan to meet the goals and then designed a long term portfolio to fund the long term plan.
Because of that, Amit & Kavita were no more stressed about their finances. They consistently saved, built emergency corpus, improved risk management, focused on asset allocation, reviewed their plan regularly, and made a financial freedom roadmap.
Until the personal finance became easy, they wondered why they had waited so long to make a plan?
our core
Vision, Mission & Values
VISION
To be India’s most trusted & customer-centric financial planning firm.
MISSION
We make personal finance easy – one family, one plan at a time – by following the highest standards and growing together.
VALUES
- Integrity
- Client first
- Commitment
- Empathy
- Ownership
Experts
Meet Our Team
Here is an experienced team to help you significantly improve your money affairs.
Rohit Shah
Founder & CEO
Dhiren Dharamshi
Senior Manager
Rashmi Tejura
Client Services
Sweta Shetty
Client Services
Sagar Shah
Client Services
Amarjeet Rai
Execution Desk
Contact
Get In Touch
Like investing, personal finance is easy but not simple. If you like to explore an engagement with us, kindly fill up this form and we will respond. Alternately, you can also call us via the details give on the contact page.
Information Vs Transformation
“What if you were going on a trip and you were offered the opportunity to fly on one of two jet airplanes? The first is piloted by an experienced pilot who is being paid to pilot; the second has no pilot but you are allowed to fly it yourself. If you choose the plane without the pilot, a computer will be installed in the cockpit that hooks you up to an internet site that will tell you everything you need to know about flying.
Which plane do you want for your journey?
What you’re paying for when you hire an advisor is not information-you can get that anywhere. You’re paying for experience. I’ve been there in bad weather and know how to make a safe landing.”
MITCH ANTHONY
