Investments, Taxes, & Insurance
Select Your Requirement
Mutual Fund Review & SIP Setup
Already investing? We review your portfolio. Just starting? We set up your first SIPs, matched to your goals.
- Portfolio Review: Fund overlaps and how each fund has done against its category.
- New Investor SIP Setup: Risk profile, goal mapping and scheme selection.
- Clear Report: Suitable options from the funds we distribute, explained simply.
Insurance Policy Review
Ensure your family's future is secure by checking if your current life and health policies are actually adequate.
- Policy Audit: Review active term life and health covers.
- Coverage Gap Analysis: Identify if you are dangerously under-insured.
- Clear Comparison: Options to improve your cover, explained simply.
Tax & Money Plan
A one-time CA session to organise your taxes, cash flow and protection.
- 1. Risk Profiling: Behaviour & capacity analysis
- 2. Cash Flow Mapping: Income vs commitments
- 3. Protection First: Emergency & insurance setup
- 4. Investing Basics: How SIPs fit your goals
- 5. Tax Efficiency: Regime selection & capital gains
- 6. Execution Plan: Simplified & implementable
Annual Tax & Money Retainer
An ongoing partnership tailored exclusively for high-earning professionals (₹20L+ annually).
- Everything in the Tax & Money Plan, PLUS:
- 7. Portfolio Check-ins: Regular reviews of investments made through us (no extra fee).
- Goal Tracking: A yearly check on your goals and protection.
- Year-round Tax Support: ITR, advance tax and capital gains planning.
- WhatsApp Access: Quick answers to your tax and compliance questions.
Other Professional Services
Mutual Funds & SIPs
Ready to invest? Begin your wealth creation journey with goal-based SIPs and curated mutual fund portfolios tailored to your risk profile.
Medical & Term Insurance
Secure your family's financial future with clear guidance on comprehensive health covers and pure term life insurance policies.
Tax, Business & Corporate Solutions
End-to-end Income Tax Filing (ITR) and business tax/GST compliance, alongside corporate group mediclaim structuring and employee financial literacy workshops.
Meet Our Team
Mayank Rawat
Chartered Accountant
AMFI-registered Mutual Fund Distributor
Neha Rawat
Tax, Insurance & Audit Lead
Senior Tax & Risk Specialist (@caneharawat)
Rimjhim Patodiya
Business Finance & Accounts
Accounts & Business Finance