Welcome To Aathi Finserv

At Aathi Finserv, our approach is centered on a deep understanding of each client's unique financial needs and goals. We believe that financial success comes from crafting personalized strategies that are truly aligned with our clients' distinct circumstances.

With 20 years of experience in Mutual Funds and Portfolio Management, our founder brings extensive expertise to every client interaction. Our in-depth understanding enables us to predict market trends, manage risks, and capitalize on opportunities that meet our clients' goals. Having weathered diverse market cycles, we provide the foresight and resilience essential for guiding clients through both favorable and challenging conditions.

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Our Services

Finance Planning

Financial planning is the process of evaluating your current financial situation...

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Goal Based Investing

Goal-based planning provides clarity by helping ...

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Risk Management

A risk is a probable issue that might happen, or it might not...

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Tax Planning

Financial planning is the process of evaluating your current financial situation...

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How Aathi Finserv Works in your Best Interest

Monthly Investment
AFTER 25 YEARS, IT WOULD HAVE ACCUMULATED TO

Bank

₹ 22.36L

@3% Return

Fixed Deposit

₹ 34.82L

@6% Return

Gold

₹ 56.48L

@9% Return

Sensex

₹ 79.53L

@11% Return

Mutual Funds

₹ 1.14Cr

@15% Return

*Flexi Cap Category average returns for the last 10 year period (As on 08/06/2023)

Are you still doing a Regular SIP. What about a Step up SIP to reach your goals faster

Step up the SIP annually

As your income increases annually you should increase your SIPs too. This not only helps you create a bigger corpus, it also helps you reach your goals earlier.

Difference is huge

Your SIP corpus can be 36% more in 20 years period. Example - 10% SIP Top up on Rs 10,000 monthly SIP in NIFTY 50 for 20 years period

Reach goals faster

Yes, through Top up SIP you can reach your goals earlier. Example - to reach a goal of Rs 1 Crore it takes 17 year through 10% SIP top up while it takes 20 years through regular SIP (assuming 12% return)

SIP of Rs 10,000 in NIFTY 50 Index with annual top up of 10%

Let's start creating your Goals

Dream Home

Who does not want an abode of their own. Start planning based on when you want to have your Sweet Home.

Wealth Creation

Wealth Creation means earning extra. Wealth Creation is the most important part of financial planning.

Retirement

Do not make the mistake of delaying your investments for this most important goal of your life.

Child's Education

The cost of higher education is increasing annually by more than 15%. It is important that you plan your child's education well in advance.

Child's Wedding

By starting with a small SIP amount, you can benefit by power of compounding to meet this goal.

Emergency

This is the most important goal but ignored by most of us due to lack of knowledge.

Check Your Risk Profile

We will ask you a set of questions to
get to know you!

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Request A Call Back.

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