Services
Rather more than helping you buy a product.
2 lines of work and 8 things we do within them, in roughly the order you meet them. The value is in selecting what suits you, executing it properly, and still being here to service it years later.
01 · 6 services
Mutual funds and goal planning
Mutual fund investments, goal-based SIPs, wealth creation, retirement, SWP and child education planning — understood first, then planned, invested and reviewed.
Offered as an AMFI-registered mutual fund distributor, not a SEBI-registered investment adviser: no advisory fee is charged, trail commission is paid by the asset management company and disclosed, and no return is assured.
- 01
Mutual Fund Investments
Helping investors understand mutual fund categories and investment options according to their goals and risk profile.
- Mutual fund categories explained
- Options matched to your goals and risk profile
- SIPs, lump sums and STPs
- KYC, folios and mandates
- 02
Goal-Based SIP Planning
Building systematic investment habits around meaningful financial goals.
- Goals with a date and an amount
- A monthly SIP you can sustain
- Periodic review against each goal
- 03
Wealth Creation
Supporting a disciplined long-term investment approach for wealth creation.
- A long-term allocation you understand
- Staying invested through market cycles
- Periodic reviews
- 04
Retirement Planning
Helping investors prepare for their future financial requirements and retirement goals.
- Future requirements estimated with inflation
- Existing savings taken into account
- Illustrations of the corpus required
- 05
SWP & Cash-Flow Planning
Helping investors understand systematic withdrawal strategies for planned cash-flow requirements.
- How a systematic withdrawal plan works
- Withdrawal amount and frequency
- Tax effect of withdrawals explained
- 06
Child Education Planning
Creating a disciplined investment approach towards future education expenses.
- Education costs estimated for the year of need
- A monthly investment towards that cost
- Lower risk as the date approaches
02 · 2 services
Insurance
Life, term and health insurance, evaluated as financial protection for you and your family.
Insurance is offered under a separate registration from the mutual fund distribution business, and is remunerated separately. Cover is protection; it is not presented as an investment.
- 07
Life & Term Insurance
Helping clients evaluate financial protection requirements.
- Cover sized to income, loans and dependants
- Term and life plans compared
- Reviewing policies you already hold
- 08
Health Insurance
Helping families consider appropriate health protection as part of their broader financial planning.
- Family floater and individual cover
- Waiting periods and exclusions explained
- Renewal and claim assistance
An illustration
What a SIP health report looks like
If the projection falls short of the target, the two levers are the instalment and the horizon. We show you both before you pick one.
Run it with your own numbers- Current SIP
- ₹50,000 a month
- Annual step-up
- 10%
- Current value
- ₹32 lakh
- Target corpus
- ₹1.5 crore
Figures shown are a demonstration of the arithmetic, not a client portfolio and not a projection of any scheme.
Start from the goal instead
Products are the last decision, not the first.
We work backwards from the date money is needed. If you would rather browse that way, each goal below carries the instruments we actually use for it.
Not sure which of these you need?
That is what the first conversation is for. Bring the question, not a product.
AnuShrey Finserv is an AMFI-registered mutual fund distributor (ARN-104126), not a SEBI-registered investment adviser. It earns commission from asset management companies on the schemes it distributes, does not charge a fee for distribution, and does not guarantee returns. Insurance is offered under a separate registration from the mutual fund distribution business. Mutual fund investments are subject to market risks. Read all scheme related documents carefully.