Goal Based Planning
Map every rupee to a life goal with a clear, time-bound roadmap.
Personalised wealth planning for discerning familiesYour Goals.
Your Goals.
My Strategy.
Your Wealth.
Helping families and professionals build lasting wealth through disciplined investing.
- AMFI Registered MFD
- QPFP Certified
- 0+ Years Experience
- 0+ Happy Clients
SIP Planning
Goal Planning
Retirement
Tax Saving
- Happy Clients
- 0+
- Years Experience
- 0+
- Transparent Advice
- 0%
- QPFP Certified
- QPFP
Happy Clients
Years Experience
Transparent Advice
QPFP Certified
5+ yrs
Guiding clients
AMFI Registered MFD
About Shradha
A trusted partner in building lasting wealth
As an AMFI Registered Mutual Fund Distributor and QPFP Certified planner, I help doctors, business owners, professionals and families invest with clarity and confidence. Every plan is personal, every recommendation is transparent, and every decision is aligned to your life goals.
Mission
To make world-class, unbiased financial planning accessible to every family — turning ambitions into structured, achievable wealth goals.
Vision
A future where investing is calm, transparent and personal — where clients feel understood, informed and always in control of their money.
Approach
Goal-first, research-backed and completely transparent. I stay invested in your journey with continuous reviews and honest guidance.
What I Offer
Comprehensive planning for every stage of life
From your first SIP to a fully diversified portfolio — thoughtful, transparent services designed around your goals.
Mutual Funds
Curated, research-backed fund selection tailored to your profile.
SIP Planning
Disciplined, automated investing that compounds over time.
Insurance Planning
Protect your family with the right cover — no mis-selling.
Child Education
Fund your child’s future with inflation-beating strategies.
Retirement Planning
Build a corpus for a dignified, worry-free retirement.
Wealth Creation
Long-term, compounding-led strategies for serious growth.
Tax Saving
Optimise taxes with smart, compliant investment planning.
Financial Health Check
A complete diagnosis of your current financial position.
Portfolio Review
Periodic reviews to keep your investments on track.
Risk Profiling
Invest in line with your true risk appetite and horizon.
Asset Allocation
Balanced allocation across assets for stable returns.
Plan Your Growth
See how your wealth can grow
Drag the sliders or type any value to visualise your numbers in real time.
₹
%
yr
Final Value₹1.26 Cr
- Invested Amount
- ₹45,00,000
- Est. Returns
- ₹81,14,400
- Final Value
- ₹1,26,14,400
Why Choose Shradha
A relationship built on trust, not transactions
01
Personalized Planning
Every plan is built around your unique goals, income and risk appetite.
02
Transparent Advice
No hidden agendas or mis-selling — only honest, conflict-free guidance.
03
Long Term Strategy
Compounding-led strategies designed to create durable, lasting wealth.
04
AMFI Registered MFD
Fully compliant, credentialed and accountable to the highest standards.
05
Continuous Monitoring
Your portfolio is reviewed and rebalanced as markets and life change.
06
Dedicated Support
A responsive partner who is always available when you need clarity.
How It Works
A simple, guided journey to financial confidence
- 1Step 1
Discovery Call
A relaxed conversation to understand you.
- 2Step 2
Understand Goals
Deep-dive into your dreams and finances.
- 3Step 3
Create Plan
A tailored, written financial roadmap.
- 4Step 4
Invest
Put the plan into disciplined action.
- 5Step 5
Review & Rebalance
Ongoing monitoring to stay on track.
Free Resource
How financially prepared are you?
Tick the statements that apply to you. Get your live financial health score and download your personalised checklist as a PDF.
Income & Cash Flow
Emergency Preparedness
Financial Protection
Investments
Goal Planning
Tax Planning
Loans & Liabilities
Financial Documents
Family Financial Readiness
Your Score
0/90% complete
Take Action Now
It's time to build a structured financial plan and protect your family's future.
Every successful business has a CFO. Every family deserves one too.
Client Stories
Trusted by families & professionals
“Shradha simplified my finances completely. For the first time I understand exactly where my money is going and why. Truly transparent and patient.”
Questions
Frequently asked questions
Everything you need to know before we begin your wealth journey. Can't find your answer? Reach out anytime.
Yes, I am an AMFI Registered Mutual Fund Distributor and a QPFP (Qualified Personal Finance Professional) Certified planner. All recommendations follow strict regulatory and ethical standards, keeping your interests first.
Still have questions? I'm happy to help.
Let's Begin
Ready to build your financial future?
Book a free, no-obligation consultation and take the first confident step toward disciplined, transparent wealth creation.
- AMFI Registered MFD
- Free 30-min call
- No obligation