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Review and Plan Your Financial Goals

At Abhiyaan Wealth, we review your current portfolio using our unique quantitative model. You get a clear understanding of where you stand and how to better align your investments with your financial goals. Let's plan a smarter financial future, together.

Invest with Abhiyaan Wealth

We carefully curate a mix of investment products tailored specifically to your financial goals. Whether you aim to grow wealth, save for retirement, or fund your dreams, we ensure that your investments work hard for you.

What Differentiates Abhiyaan Wealth

Comprehensive investment approach

Goal planning & risk analysis

Evaluate short term and long term financial goals, identify risk appetite, financial fitness, and emergency readiness for long-term financial security.

Current financial wealth review

Thoroughly assess current financial standing to identify areas for growth and improvement.

Formulate investment plans

Develop customized investment strategies to optimize wealth and align with financial objectives.

Execute investment plans

Efficiently implement investment strategies, ensuring all actions align with financial goals.

Monitor & review investments

Continuously monitor and regularly review investments to adapt to market changes and goals.

Join Our Personal Finance Masterclass

Financial literacy sessions

Managing your wealth shouldn't be overwhelming. That's why we're here to guide you through the complexities with ease. Our team of experienced wealth management professionals is ready to empower you with the knowledge you need to take control of your finances.

Testimonials

What our clients say

Abhiyaan Wealth is working with 300+ active investors from various backgrounds, including professionals, entrepreneurs, government and PSU officers and informal/ blue collar workers.

We currently have 200+ active investors from various backgrounds, including full-time professionals, government and PSU officers, gig or platform workers and homemakers

Anuradha Srivastava

Global Data Science Product Manager at 3M

“I recently worked with Shruti Deora and Abhishek Gupta from Abhiyaan Wealth and couldn't be happier with the results. They thoroughly reviewed my portfolio, offered valuable insights, and provided personalized advice that helped me gain clarity on my financial goals. Shruti Deora guided us to invest in mutual funds rather than prepaying home loans, enabling us to calculate the opportunity cost effectively. Their professionalism and commitment have significantly improved our approach to personal finance. I highly recommend them for expert financial guidance.”

Tridisha Goswami

Senior Product Manager - Digital Transformation at Indegene

“I had booked Abhiyaan’s free portfolio evaluation call and the benefits I saw from that 1 hr was immense. Shruti was able to point out what I was doing right, what can be better and how better to plan for future goals. I even suggested some family members to take up this call because of the value I saw in it. She and her partner were able to point me to the right direction and levers to enhance my savings growth too. I have started taking small steps and even started investing with them but truly that call was an eye opener in many ways.”

Shailander Dagar

Supply Chain Leader, Deloitte Consulting LLP

“I have been impressed with the care that Abhiyaan Wealth takes by considering your investing needs. They are agile and proactive.”

V Sathya Shilpa

Global Talent Partner, Aptiv

“My husband and I have been associated with Abhiyaan for a year now and I can't tell you the amount of discipline and focus it has brought to our lives. We both are now looking at our finances much differently. I am proud that I now own a house. Through Abhishek's constant support, nudge, and bringing us back on track, we managed the expenses associated with that, decently well. We are now off to our next goal and I'm glad we have Abhishek to support.”

Anusha Purushotham

Head - Health Systems and Policy at Remidio

“I have become more confident in my financial planning and goals. I would highly recommend Abhiyaan Wealth to my family and friends”

Aaryan Krishnatre

Video Editor, Abhiyaan Wealth

“Abhiyaan Wealth ke sath merko financial knowledge aur disciplined Investment ke baare me pata chala ki kaise apni salary me se kuchh amount invest karna hi chahiye. Pehle mujhe SIP kya hota hai ye bhi nahi pata tha. Abhiyaan wealth ke sath judne ke baad hi mujhe pata chala ki sirf 500 se bhi wealth journey start kari jaa sakti hai.”

Shakshi Gupta Roy

Associate General Manager, Emami Agrotech Limited

“Abhiyaan Wealth have been instrumental in guiding me towards financial stability. Their commitment to my success is unwavering, and I feel confident about my future thanks to their guidance.”

Ramnath Ballala

Director, Health Systems at BFI

“Abhishek, is humble and straight forward which makes it easy to talk about our ideas and challenges.I have become more disciplined in terms of financial investments. It is more so because there is a trust and so far what advices I have received are logically correct, not too risky and over ambitious. It fits right with my risk appetite.”

Swetha Bindu

Chief General Manager - CEO’s office

“I have an overdraft home loan account, l used to park my excess funds there and invest as and when some opportunity came up. I started investing with Shruti’s Abhiyaan and there is disciplined investment in MFs now. I need to give a special shout out for Abhishek! He explains the markets so patiently! I love the accessibility of the team and that adequate time is spent on portfolio review addressing all my queries. Apart from the regular SIPs, I like that I am alerted about any market dips so that lumpsum investments can be made at the right time."

Nilav Pyne

Senior Engagement Manager - Sattva Consulting

“My overall understanding of the market and seeking opportunities during bull/bear runs have increased. My approach towards investments have also become more pragmatic and evidence based. You guys are fab!"

Tripti Naswa

Change Management Specialist - Global Alliance for Improved Nutrition (GAIN)

“Besides the development of capabilities such as fundamentals of investing, better understanding of my risk taking abilities and the growth of my portfolio, which by the way is a lot! AW, has been a true advisor, and the kind of advisor we all want to be free from the worries which we associate with money - both too much and lack of it. The fact that I was challenged and channelized every time I had doubts or I was shying away from taking action. It is a great bond we have established, where portfolio is not the end itself but a means to get to a larger goal!"

Anirudh Phadke

CTO at Employability.life

“Abhishek and Shruti have been immensely helpful in getting clarity into our finances with a thorough study of the state of affairs. We have been seeking their advice before committing to large investments and commitments and making us feel at ease with money matters. I follow a hands-off approach after understanding the investment approach and have seen the difference in the growth. I recommend starting early and that time is now."

What we provide

Insurance and investment products

Health and Life Insurance

Mutual Funds

Portfolio Management Services (PMS)

Alternate Investment Funds

Unlisted Equities

Knowledge nuggets from our blog

How to Bridge the Wealth Divide in India?

How to Bridge the Wealth Divide in India? A Session with Indian Institute of Management, Kozhikode Students.. Yesterday, I had the privilege of conducting a session for 400+ final year PGP students at IIM Kozhikode, my alma mater, as a part of my work with Abhiyaan Wealth. We talked about how social financial inclusion can help reduce the gap between the rich and the poor in India. We looked at the problem from three angles: 1.) How people think and act about money, 2.) How the rules and systems affect them, and 3.) How can we create incentives for the market to respond with adequate solutions. We also discussed how they can make a difference by sharing this knowledge and investing for their house & work staff. We learned key personal finance tips, busted common myths, so they can start investing from their very first salary. We did this through some fun and practical activities to plan for their life goals and how much they need to save and invest every month. Because, change really begins with us! Loved the enthusiasm, and engagement of students. In person events indeed have a different energy altogether! I am so grateful for all the support, encouragement of Priya Nair Rajeev mam and Rajesh Upadhyayula sir for the opportunity. 🙏 We truly wish to bring more happiness, abundance, financial freedom and prosperity into every Indian’s life!

How we are helping our domestic staff become millionaires

How we are helping our domestic staff become millionaires and you can too Do you think investing in equities is only for the educated, middle income or rich folks? Do you think your house helps don’t have any savings to invest? If yes, then you are wrong. And you are missing a golden opportunity to make a positive difference in their lives and yours. Abhishek Gupta, CFA and I have been helping our domestic workers (cook, cleaning staff, drivers) to start investing in mutual funds for the past few years. We have seen them grow their wealth and confidence, and achieve their dreams. We did an informal poll and found out that most domestic workers engage with informal lending and investing groups or buying sub-par products and services such as ULIPs, committees or chit funds, which are risky and unreliable. They hardly have any financial security or stability. One medical emergency can wipe off their entire savings. But we have seen that they can break free from the poverty cycle and build a better future for themselves and their families by investing above inflation rates (7-8%). How? Step 1️⃣: Support them to enroll for government insurance schemes PMSBY (premium Rs. 20 pa) and PMJJBY (premium Rs. 436 pa) that offer up to ₹4 lakhs as cover in case of accident, disability or death to build a basic safety net. Step 2️⃣ : Support them to start investing small amounts every month in mutual funds. Starting at Rs.1,000 pm at age 20, with 10% increment every year, this Rs.1000 can get them to Rs.1 crore by the time they reach age 50. Yes, that’s possible with a 13% CAGR in a Balanced Advantage fund. With more than 50% of our country having access to bank accounts and mobile phones, all they need is a little bit of support and handholding for initial execution. If they really are not able to save, you can encourage them to start investing by contributing on their behalf in MFs or matching their investments, just as we get EPF as part of our CTC. 💕 It will hardly make a difference to you, but make a whole lot of difference to their lives and their next generation. We run Abhiyaan Wealth as a social enterprise and would be happy to support you with any help you need in the process to get started. So, what are you waiting for? Join us in this mission to empower our domestic staff. Let’s create wealth and happiness for all this festive season.

How I built up a financial corpus to fund my mission to empower India's middle class?

How I built up a financial corpus to fund my mission to empower India's middle class? As a child, I also dreamt of earning a salary in Dollars. NRIs were considered the gold standard in our society and brain drain was at the center of every career discussion. 🎥Even movies at the time focused on Indian families being dependent on foreign remittances from their NRI children. 🤑The mantra was simple: Earn in Dollar & Spend in Rupees! I vividly recall as a 8-year old child, every expense during a family trip to the US - from international calling cards to groceries and clothes, was meticulously converted in Rupees before being spent. 💰However, by the time I fulfilled my childhood dream of earning in Dollars in 2016, I started followed an evolved mantra: Earn in Dollar & Invest in Rupees! 🏦I would remit more than 80% of my monthly savings to India, to continue my SIP investments into Indian Mutual Funds, which have witnessed exponential growth since. This ultimately helped me launch Abhiyaan Wealth, a financial advisory and investment firm that combines the best investment practices from around the world with the unique nuances of the Indian investment landscape. 🪴Today, foreign and NRI investors are realizing the potential of investing in India. India-focused offshore funds and ETFs have surged to a staggering $60 billion, with record quarterly inflows of ~$8 billion in September 2023. 💹 The global investment landscape tells a compelling story. While foreign investors struggle to break even on their US investments (and negative returns in China and Europe) over the last 4 years, India-based investments have more than doubled in the same period. Despite global challenges like COVID and geopolitical tensions, India's economic outperformance remains strong, and we expect India to continue to be a compelling investment destination for the next three decades. 🇮🇳If you're an NRI supporting your family or contemplating a return to India, consider channeling your remittances into Indian investments. Let the returns pave the way for supporting your family, building a startup, or securing your retirement in India. Are you an NRI who wants to invest in India? Connect with us for a free personal financial planning session here and we can help you navigate your investment options in India: https://lnkd.in/djksBDkj

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