Investment & Financial Planning
Personalized financial planning, mutual fund distribution, retirement planning and portfolio review — tailored to your goals, not generic advice.
About Harsh
I help individuals and families build wealth through disciplined financial planning and investment strategies. I am a registered financial advisor, having completed the NISM Investment Adviser Level 1 and Level 2 certifications, along with certifications in mutual fund distribution, portfolio management services, and commodity derivatives.
Every recommendation starts with understanding where you are today and where you want to be, then mapping mutual funds and investment strategies that fit your timeline, risk appetite, and cash flow.
Our Services
Every service below starts with a conversation about what you're actually saving and investing for.
Access to a curated range of mutual funds, matched to your goals rather than sold as one-off products.
A single, coherent plan tying together your goals, insurance, tax efficiency, and investment strategy.
Build a corpus and withdrawal strategy that keeps pace with inflation and your lifestyle after work stops.
Long-term, diversified investing designed to compound steadily toward the milestones that matter to you.
A regular, honest look at how your existing investments are performing against your original goals.
Building long-term wealth through disciplined, diversified investing rather than chasing short-term returns.
Why Choose Us
Personalized Advice
Transparent Process
Long-Term Wealth Building
Goal-Focused Strategies
Professional Guidance
Regular Portfolio Review
Client-Centric Approach
Trusted Financial Partner
How We Work
A conversation about your income, timeline, and what you're actually planning for.
A close look at your current finances, existing investments, and cash flow.
A goal-based investment plan matched to your risk appetite and timeline.
Set up SIPs or lump-sum investments across a curated set of mutual funds.
Regular check-ins to rebalance the plan as your life and goals evolve.
Plan Your Future
Quick, indicative estimates to help you think through your numbers — not a substitute for a full plan.
Estimate the future value of a monthly SIP investment.
Estimate the monthly SIP needed to reach your retirement corpus.
Work out the monthly EMI on a loan.
Find the monthly SIP required to reach a specific goal amount.
These are indicative estimates for planning discussions only, not investment advice or a guarantee of returns.
Knowledge Center
Articles on planning and investing — coming soon as the site moves to its full blog.
Why disciplined, regular investing tends to outperform trying to time the market.
Full article coming soonA framework for figuring out how much you'll actually need, and how to get there.
Full article coming soonWhat counts as "enough," and where to keep it so it's there when you need it.
Full article coming soonContact Us