Six solutions, one trusted advisor
Every financial need — from your first SIP to passing on a legacy — handled with goal-based, transparent advice. Click any solution to learn more and book a free review.
Goal-Based Investment Solutions
A goal-based, cash-flow driven roadmap that ties every rupee you invest to a milestone that matters to you.
- Goal-based roadmap
- Cash-flow analysis
- Written financial plan
Mutual Funds
SIP and lump-sum portfolios across equity, debt and hybrid funds — selected, monitored and rebalanced for your goals.
- SIP & lump-sum planning
- Tax-saving ELSS
- Ongoing rebalancing
PMS & AIF
Professionally managed, concentrated portfolios and alternative funds for high-net-worth investors seeking alpha with discipline.
- Discretionary PMS
- Category I, II & III AIFs
- Transparent reporting
GIFT City Funds
Invest through India's international financial hub (IFSC) — tax-efficient access to global and Indian markets, built for NRIs and HNIs.
- IFSC / GIFT City AIFs
- NRI-friendly structures
- Global diversification
RBI Bonds
RBI Floating Rate Savings Bonds — sovereign-guaranteed, interest reset every six months, no upper limit. Safe, steady income.
- Sovereign guarantee
- Half-yearly payout
- No upper limit
54EC Capital Gain Bonds
Save long-term capital gains tax on property sales — invest the gain (up to ₹50 lakh) in AAA-rated REC, PFC or IRFC bonds under Section 54EC.
- Section 54EC exemption
- REC / PFC / IRFC
- Up to ₹50 lakh / year
SIF (Specialized Investment Fund)
SEBI's new asset class between mutual funds and PMS — sophisticated strategies like equity long-short, from ₹10 lakh.
- Equity long-short strategies
- ₹10 lakh minimum
- Regulated by SEBI
Health & Life Insurance
Term, health and ULIP cover that protects your family and your financial plan from life's unexpected turns.
- Term life cover
- Health & mediclaim
- ULIP & savings plans
Retirement Planning
Know exactly how much you'll need and the monthly SIP to get there — so you retire with confidence, not anxiety.
- Corpus projection
- SIP roadmap
- Withdrawal strategy
Estate & Succession Planning
Wills, nominations and a smooth transfer of wealth — so your legacy reaches the people you intend, without disputes.
- Will & nomination
- Wealth transfer
- Legacy structuring
Book your Free Financial Review
Spend 30 minutes with Gaurav Soni to understand where you stand and what your money could do for you. One click and your request reaches our team — we'll call you back within a working day.
- A clear picture of your current finances
- Goal-based recommendations you can act on
- Zero pressure — advice first, products later
Get started in 30 seconds
Tap below, share a few details, and Gaurav Soni's team will call you back within one working day. No cost, no obligation.