Money, arrangedaround your life.
Not around products, targets, or what pays the most commission this quarter. Tell us where you are in life — we'll show you what belongs in your portfolio, and what doesn't.
- ✓ A goal-first conversation, not a product pitch
- ✓ Investments and protection under one roof
- ✓ Education-first, and honest about how we're paid
illustrative
The job changes with the decade.
Pick your stage. We'll show what usually fits — illustrative, never a recommendation. Every plan is built for the individual after a conversation.
Build the habit before the salary grows into the lifestyle.
Products that fit
- SIP in equity funds
- ELSS for tax saving
- Term insurance — cheapest it will ever be
- Health insurance, before employer cover is all you have
Planning that fits
- The Blueprint — first financial plan
- Keep More — tax planning
Five asset classes, one point of contact.
Each product gets its own page — what it is, why it helps, who it suits, at which stage of life, and what to watch out for.
Mutual Funds
SIP, SWP, STP, lumpsum, ELSS, children's and retirement solutions.
Insurance
Health, term, motor, savings plans, ULIP and general insurance.
Fixed Deposits
NBFC and housing finance deposits — Bajaj, Shriram, LIC HF, PNB HF, Mahindra.
Bonds
RBI Floating Rate Savings Bonds and secondary market bonds.
Retirement & Alternatives
NPS, PMS, AIF, SIF and GIFT City investment routes.
What we won't do.
Anyone can list what they sell. In this industry, what a distributor refuses to do tells you more.
We won't sell you a ULIP as an investment.
A ULIP is insurance with an investment component, and it suits a narrow set of situations. If a plain term policy plus a mutual fund serves you better, that is what we will say — even though the ULIP pays us more.
We won't chase last year's best fund.
The top of last year's chart is where money goes to be disappointed. We build around your dates and your numbers, not around a leaderboard.
We won't promise a return. Ever.
Nobody can. Illustrations on this site are assumptions, and they are labelled as such.
We won't put you in a product we can't explain in one page.
If a product needs twelve pages of fine print to justify itself, it needs a very good reason to be in your portfolio.
Put a number on it.
Move the sliders. Nothing is saved, nothing is sent. Illustrations only.
Tell us what you're trying to do.
Our team calls back within one working day. Nothing is sold on the first call, and there is no obligation of any kind.
Before you buy another financial product, understand where you stand.
A few simple questions. A clear read on your financial picture, in about three minutes.
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