Services
Video meeting . 30 mins
Video meeting . 30 mins
Video meeting . 30 mins
1:1 Portfolio Review & Wealth Planning Meet
Review of your investments — aligned with your life goals.
Video meeting . 30 mins
Video meeting . 60 mins
About me
Hi, I’m Ashish Wani — a Financial Coach and Mutual Fund Expert with 20+ years of experience.
I help working professionals, business owners, and families plan their money around real-life goals like children’s education, retirement, wealth creation, and financial peace of mind.
My approach is simple:
✔ No jargon
✔ No product pushing
✔ Only goal-based SIP and investment planning
Over the years, I’ve guided 2000+ families across 14+ states, focusing on clarity, discipline, and long-term wealth creation.
If you’re looking for a clear direction for your money — not noise — you’re in the right place.
Book a session to get clarity, confidence, and a practical money roadmap.