Investment Services

Investment Services — Dinesh Kotadiya
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Build long-term wealth, with a plan

Mutual funds, SIPs, insurance, and goal-based financial planning — matched to your risk profile, not a generic template.

What We Cover

Every layer of your financial plan

Mutual Funds & SIP

Diversified, goal-aligned fund selection with disciplined monthly investing — starting from as little as ₹500/month.

Insurance

Term and health cover reviewed as part of your overall plan — protection before growth.

Financial Planning

A written plan mapped to your real goals — retirement, education, home, or business capital.

Risk Profiling

A short assessment to understand your comfort with volatility before any fund is recommended.

SIP Calculator

See how your SIP could grow

Adjust the sliders to estimate the future value of a monthly SIP investment.

Total Invested
Estimated Gain
Total Value

Illustrative only, based on assumed constant returns. Mutual fund returns are market-linked and not guaranteed.

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FAQs

Common questions

Do you charge advisory fees?+

As an AMFI-registered distributor (ARN-307238), guidance is commission-based through the fund house, not a separate advisory fee, unless otherwise agreed.

What’s the minimum to start a SIP?+

Most SIPs can start from ₹500/month — consistency matters more than the starting amount.

Are mutual fund returns guaranteed?+

No. Mutual fund investments are subject to market risk; past performance does not guarantee future returns.

Ready to start building wealth with a plan?