Services

Video meeting . 10 mins

Discovery Call | Let's Understand Your Needs

Not sure which session is right for you? Let's talk first.
19
Video meeting . 30 mins

Build My SIP Strategy

A SIP number built for your goal and timeline.
499
Popular
Video meeting . 20 mins

Start Your First SIP | 1:1 Guidance

Someone who has never invested in mutual funds.
199239
Video meeting . 60 mins

Mutual Fund Portfolio Review & Strategy

Review your mutual funds. Invest with clarity
999

About me

Hey, I’m Ronak 👋 I’m a NISM-certified Mutual Fund Distributor, and I help people make better sense of money and investing. I talk about mutual funds, SIPs, investing, financial decisions, and the mistakes we often make with our money. My approach is simple: no unnecessary jargon, no chasing quick returns. Just practical conversations to help you understand your options and make informed investment decisions. Whether you’re starting your first SIP, already investing, or have a lump sum and aren’t sure what to do with it, you can book a session with me and we can talk it through. AMFI ARN: 315982 Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing.

Frequently asked questions

What can I discuss with you?

You can book a session to discuss mutual funds, SIPs, starting your investment journey, investing a lump sum, understanding your existing mutual fund investments, or general questions about how mutual funds work.

I am a beginner. Can I book a session?

Absolutely. You don't need to have any prior knowledge of mutual funds. We can start with the basics and discuss your goals, investment horizon, risk and how you can approach investing.

Can you help me start a SIP?

Yes. We can discuss your investment goal, monthly investment capacity, time horizon and risk profile. If you choose to invest through me, I can assist you with the investment process as an AMFI-registered Mutual Fund Distributor.

Do you charge for mutual fund investments?

My distribution income comes through the applicable trail commission paid by AMCs on investments routed through me under Regular Plans. I will clearly explain my role and the applicable costs before you invest.

What is your ARN?

AMFI ARN: 315982

What should I prepare before the session?

You can keep your existing mutual fund details, current SIPs, approximate monthly income and investment capacity, financial goals and investment horizon ready. You don't need to prepare anything complicated.