Services

Video meeting . 30 mins

Financial planning

Build a plan aligned to your life & goals.
500
Priority DM . 2 days reply

Ask me anything

Have a quick question on Mutual Funds, financial goals?
FREE
Priority DM . 2 days reply

Have a question?

Confused about investing, markets, or financial planning?
FREE
Video meeting . 60 mins

Financial planning

Build a plan aligned to your life & goals.
999
Video meeting . 15 mins

Quick chat

Free casual chat on finance & investing
FREE
Video meeting . 15 mins

Discovery Call

Not sure where to start? Let's find out how I can help you.
49
Priority DM . 2 days reply

Priority DM

Get direct access to my inbox. Send me your message.
FREE
Video meeting . 30 mins

1:1 Consultation

Your investment questions answered, 1:1.
499
Popular
Video meeting . 30 mins

Doubt session

Clear your investment doubt in 30 minutes.
299

About me

I help individuals and families take control of their financial future - through structured financial planning, smart mutual fund selection, insurance advisory, and equity portfolio guidance. As a Personal Finance Professional and AMFI Registered Mutual Fund Distributor (ARN-220322), I design customized investment strategies based on each client's risk profile, life stage, and financial goals. Whether you are in your early 30s building wealth, mid-career optimizing your portfolio, or approaching retirement - I help you invest with clarity and purpose. I also bring 8+ years of institutional-grade Equity Research experience, having identified multibagger opportunities like Tata Elxsi (10x), Ion Exchange (5x), and IRFC (6x). I specialize in earnings call analysis, fundamental research, and Excel-VBA driven research workflows covering the Nifty 500 universe. Beyond 1:1 advisory, I simplify financial insights for a broader community through my LinkedIn (5,700+ followers), Substack, and YouTube channel - Money Compass. 📌 NISM Certified | XV · XXI-A · V-A · XII | Insurance Advisor | Founder - Money Compass 📩 Book a session: topmate.io/amol_deshmukh_kop