End-to-end financial planning tailored to your life goals — from your first SIP to a stress-free retirement.
Each service is personalised, data-driven, and backed by Dhawal's 10+ years of experience in financial markets.
Systematic Investment Plans are the most disciplined path to wealth. We design a personalised SIP strategy aligned with your income, risk appetite, and financial goals. Our goal-based SIP architecture maps each installment to a specific future milestone, from home down-payment to child's college. We monitor, rebalance, and step up your SIP automatically so you never leave compounding power on the table.
Access 10,000+ mutual fund schemes across equity, debt, hybrid, and thematic categories. We conduct in-depth due diligence on fund manager track record, expense ratio, portfolio concentration, and risk-adjusted returns before recommending any fund. Whether you're a first-time investor or a seasoned HNI, we craft a diversified mutual fund portfolio designed to outperform inflation and deliver superior long-term returns.
Your golden years deserve golden planning. We calculate your retirement corpus using inflation-adjusted projections and build a multi-layered strategy combining equity mutual funds, NPS, and debt instruments. Our retirement roadmap covers accumulation, transition, and withdrawal phases so your money outlives you, not the other way around. We also plan tax-efficient SWP (Systematic Withdrawal Plans) for regular post-retirement income.
Education costs are doubling every decade. We create a dedicated education corpus using high-growth equity mutual funds during the accumulation phase, automatically shifting to safer instruments as your child's milestone approaches. Our education planning model factors in domestic university fees, international study abroad scenarios, and loan avoidance strategies. Start as small as ₹500/month to fund a ₹50 lakh corpus.
ELSS funds offer the best of both worlds — tax deductions up to ₹1.5 lakh under Section 80C and wealth creation through equity exposure with the shortest lock-in of just 3 years. We identify top-performing ELSS funds with consistent alpha generation and help you time your investments strategically across the financial year to maximise both tax savings and returns. Never invest ₹1.5 lakh in one shot again — we'll show you why SIP in ELSS beats lumpsum every time.
Living abroad doesn't mean missing out on India's growth story. We specialise in NRI-compliant investment structures including NRE/NRO account-linked MF investments, FEMA-compliant repatriation, and DTAA benefits to avoid double taxation. Our team handles all KYC, FATCA declarations, and RBI compliance paperwork so you can invest seamlessly from any corner of the world. We serve NRIs across USA, UK, UAE, Canada, Singapore, and Australia.
Building wealth is only half the journey — transferring it seamlessly to the next generation is the other. We help you structure your assets through proper nomination management, joint holdings, and coordination with will drafting advisors. Our wealth transfer planning ensures your mutual fund folios, insurance policies, and other assets reach your intended beneficiaries without legal hurdles or tax surprises. We also advise on HUF structures for additional tax efficiency.
Already investing but unsure if you're on the right track? Our comprehensive portfolio health check analyses every fund in your portfolio — expense ratios, overlap, risk-adjusted returns, category allocation, and whether each fund still justifies its place. We benchmark your portfolio against relevant indices and provide a detailed actionable report with clear buy/hold/switch recommendations. No jargon, just clarity.
Beyond traditional financial planning, we help business owners and professionals leverage AI tools to automate workflows, reduce costs, and unlock new revenue streams. From AI-powered financial dashboards to automated reporting systems, we bridge the gap between technology and financial intelligence. This unique service is built for entrepreneurs who want their money to work smarter, not harder, and their businesses to scale faster.
A simple, transparent 4-step process that puts your goals at the center of every decision.
We start with a 30-minute free consultation to understand your income, goals, risk appetite, existing investments, and financial timeline. No obligations, no hard selling.
Dhawal creates a bespoke financial plan using your inputs — goal-mapped portfolios, SIP recommendations, tax optimisation strategies, and a 10-year wealth projection.
We handle all paperwork, KYC, account setup, and fund selection. Your investments are live within 24–48 hours. 100% digital process — no branch visits needed.
Quarterly portfolio reviews, annual rebalancing, and proactive communication on market events. We're your financial co-pilot — always available on WhatsApp or call.
As an NRI, you're missing one of the world's fastest-growing investment markets. India's mutual fund industry is projected to reach ₹100 trillion by 2030. Let Dhawal help you participate in India's growth story with full FEMA, FATCA, and RBI compliance — no matter where you live.
Fully repatriable investments through NRE accounts. Tax-free returns in many cases.
We manage FATCA declarations, FEMA filings, and all regulatory paperwork end-to-end.
Leverage Double Tax Avoidance Agreements to minimise your tax liability in both countries.
Book a free 30-minute consultation with Dhawal Pithadiya. No commitment, no jargon — just honest financial advice.
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