Your Goal

Our Aim

About Us


    There are few financials goals that are very important for every individual like owning a new home, starting a business, education of children, retirement planning etc. but as we all know each thing comes a price tag attached to it and that's where financial planning comes in. is one of India’s unique and distinctive comprehensive financial planning portal offering unbiased advisory services like comprehensive financial planning, financial planning roadmap, retirement planning, tax planning, child’s future planning, insurance planning, stock advisory, mutual fund advisory services online.  The advice is delivered by panel of certified financial planners putting client’s interest on topmost priority.    


Sunil Zambre, an Engineer by Profession is the founder of While planning for own investments he realized the value of proper financial planning and decided to enter financial planning fraternity.

Features Services

Stock Advisory

Over 200 years world history and several studies have proved, time and a  Read more....

Financial Planning

There are a few financial goals that are very important for every indivi  Read more....

Retirement Planning

Retirement is the ultimate reality that happens to every working person   Read more....

Mutual Fund

Investing in Mutual funds is the best way for retails investors before t  Read more....

Childs Future

It's the dream of every parent/s to facilitate the best possible upbringing for their child/c  Read more....

Insurance Advisory

The first step in financial planning process is Insurance. It is the bes  Read more....

Estate Planning

Estate planning is increasingly gaining prominence. Everyone who owns an  Read more....

Tax Planning

Tax planning is a vital part of your financial planning. Efficient tax p  Read more....

Panel of Expert





Vivek Dwivedi

Co-Founder & Insurance Expert


Niket Chauhan

Certified Financial Planner and Company Secretary



Many people have the objective of getting the highest returns on their investment. Chasing high returns without paying heed to the goals, cash flow, time-frame risk appetite, liquidity and other considerations is hollow. Here lies the significance of financial planning. Financial Planning is getting the framework and strategy regarding your fiancés right. is unique in its kind. We follow socially responsible investment strategy. As the name, this portal offers you all the services you think of when you come to plan your finances. Comprehensive Financial Planning, Tax, estate, child’s future and retirement planning are the services we offer. And also offered are advisory services on our investment in stocks, mutual funds and insurance. The equity investors can go for intraday and delivery tips services too.
There are other portals available offering you similar services, especially financial planning, but the plan is totally based on software generating your asset allocation. MyfinPlanner offers you personalized plan and unbiased advice. Your detailed investments are asked to ensure that your restructuring is taken care of, if needed. Other than comprehensive financial planning, various services are there which are normally not available elsewhere.
Yes. Kindly do fill the form with all your investments in front of you. Precisely mention your goals with their values, time and personal details rightly as assessment will be based on inputs given by you. The alteration of which may result in an improper plan for you which is not what we want to deliver.
Comprehensive Financial Plan will require a maximum of five working days. Rest all services will be rendered to you in two working days.
We assure you of the confidentiality. Having Certified Financial Planners in our team, we maintain the ethics of valuing client’s information as our prior principle. For security purpose we are rendering services of Tech Process Solutions.
Name is not a big criterion while planning your finances. The utmost importance lies with the details you are furnishing other than your name like age, income, expenses, assets amp; liabilities and investments.
When you opt for comprehensive financial planning, you will get a package of services along with it which includes intraday and delivery tips, two reviews in a year.

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