If you fail to plan, your are planning to fail

All of us think that we have enough savings to accomplish our goals. We don't consider ever-escalating costs and expenses and fail to plan right.

The right planner can help you discover where you are now financially and where you want to be in the future, identify gaps, and chalk out a plan to get you there in the most efficient way. Comprehensive planning is a must to achieve your life's goals through the proper management of your finances.

By examining each financial decision as part of a whole, one can consider the short and long term effects on goals, easily adapt to life changes, and feel more secure that goals are on track. Start your Financial Planning today. It's never too early or late to start planning

Money Box Plan

Comprehensive Investment solution for your peace of mind
Detailed Risk Profiling
Asset Allocation Guide
Goal Planning
Personalized Mutual Funds Recommendations
Life & Health Insurance Advice
Relevant Retirement Plan
Tax Planning Guide
Review of up to 5 Existing investments
Delivery of Expert Plan


Sample Financial Report

Financial Money Box Plan

Why you should subscribe?

Keep Investing Simple

About Plan

A simple, convenient, holistic, and cost-effective subscription plan curated by our experts. One-Stop investment solutions to manage and ensure your finances are on track. As trusted RIA, you will get 100% unbiased and personalized advice and review of your existing investments. The plan doesn't include any overnight riches or trading tips but independent and expert-backed wealth creation advice.

Asset Allocation

We advise suitable asset allocation across asset classes like Equity, Debt, Cash, and alternative investment based on your risk profiling, nearness of your goals, and market condition.

Achieve your Goals

Personal goals like your own home, child education, marriage, retirement, wealth creation, etc. gives you a reason to invest. We’ve got you covered with a customized plan.

Risk Management

We rebalance your portfolio periodically and align your asset mix and investments aiming to reduce the risk of not achieving your goals and ensure your plan is on track.


We discuss the recommendation based on the information collected from you. We are here to support you in your financial journey and glad to listen and address all your concerns before the implementation of the plan.

Peace of Mind

You can invest directly or through our online mutual fund investment platform partnered with the BSE Star Mutual Fund. You can do equity investments directly from your existing broker account.


Achieve what you dream with us


We provide a host of Smart features for simple, quick, and delightful investing like Risk Profiling, SIP, Goal-based Investing, Risk Management, Portfolio Rebalancing, and many more.


We recommend the best performing funds and durable instruments with solid fundamentals and time tested investing principles to build a well-rounded portfolio and create long-term wealth for our clients.


As trusted RIA, our advice is 100% unbiased and independent. We don't accept any commission and take a nominal advisory fee from our clients. We work for you hence our advice is completely aligned with your interests and financial goals.


We deploy bank-grade security with encryption. Your Mutual and Equity investments are safe with AMC and in your broker account and never pass through our bank account even during fund transfer.


We believe that investing should be a delightful experience just like any other online shopping experience. Therefore, we are working continuously to develop a one-stop investment solution platform that gives access to a wide range of investment products and services for a hassle-free investing experience.

Give direction and meaning to your financial decision

Talk to our experts now