Video meeting . 60 mins
4.9

NRI - Investing

Planning your investments in India as an NRI .
FREE
Video meeting . 30 mins
4.8

Financial planning using Mutual Funds

Lets Plan your finances
0999

Ratings and feedback

Testimonial Cover
4.8/5
40 ratings
37
Testimonials
5/5
I had an excellent experience during my retirement planning session with Gaurav. He was extremely knowledgeable, patient, and clear in explaining complex financial concepts in a practical and easy-to-understand way. The session felt personalized, thoughtful, and well-structured, addressing both short‑term clarity and long‑term retirement goals. I walked away feeling confident, informed, and reassured about the decisions ahead. Highly recommend Gaurav to anyone seeking trustworthy and expert financial guidance!
5/5
he financial planning session was extremely insightful and practical. I gained a clear understanding of how to align my investments with my long-term goals. The advice was tailored to my situation, easy to understand, and actionable. I really appreciate the clarity and professionalism — it has given me confidence to take the right steps forward
5/5
Gaurav has shown a new perspective to my financial vision & how to accomplish the goals. I highly recommend to have a session with Gaurav. He is keen listener and provides a solution fitting well with your financial goals
5/5
I had an advisory call with Gaurav in this week and I must say it was a very valuable discussion. He is a great listener and asked all the relevant questions to understand my financial situation and long-term goals in detail. Based on that, he also suggested a realistic FIRE number for me. He walked me through a real-time portfolio example and demonstrated how SWP actually works in practical terms, which gave me very good clarity. His suggestions also helped me understand how I can restructure my portfolio more effectively. Overall, the call was very insightful and fruitful, and I am happy with the guidance I received.
5/5
I recently had a financial planning session with Gaurav, and found it to be highly insightful and structured. His clear explanations provided valuable clarity, while also reaffirming some of the decisions I had already made. This gave me greater confidence to move forward in my personal financial journey. I appreciate his professionalism and the practical guidance he shared.
5/5
I recently connected with Gaurav for the first time to discuss my personal finance, especially my mutual funds portfolio analysis. As this was my first experience interacting with a financial expert, I was pleasantly surprised by how friendly, approachable, and knowledgeable Gaurav is in this area. He clearly explained how to pick the right funds, exit unnecessary ones, and map each investment to a specific goal. He also guided me on the importance of monitoring funds regularly and allocating them wisely. This conversation has truly helped me gain clarity and confidence in managing my portfolio. I thoroughly enjoyed our discussion and look forward to more interactions in the future. Thank you, Gaurav!

About me

As a Certified financial goal planner, with 8years of experience in capital markets and have seen market cycles. I help curate goal based planning through mutual funds . I personally invest my money only in mutual funds and that's why I preach it. Book a 1:1 call and we will figure out a tailored plan for you too!