Services
Video meeting . 30 mins
Financial planning
Build a plan aligned to your life & goals.
Priority DM . 2 days reply
Ask me anything
Have a quick question on Mutual Funds, financial goals?
Priority DM . 2 days reply
Have a question?
Confused about investing, markets, or financial planning?
Video meeting . 60 mins
Financial planning
Build a plan aligned to your life & goals.
Video meeting . 15 mins
Quick chat
Free casual chat on finance & investing
Video meeting . 15 mins
Discovery Call
Not sure where to start? Let's find out how I can help you.
Priority DM . 2 days reply
Priority DM
Get direct access to my inbox. Send me your message.
Video meeting . 30 mins
1:1 Consultation
Your investment questions answered, 1:1.
Video meeting . 30 mins
Doubt session
Clear your investment doubt in 30 minutes.
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