Smart Investment Solutions

Goal-based investment plans built around your life — from ₹500/month SIPs to crore-level wealth management. Every rupee working with purpose.

Choose Your Investment Strategy

Every plan is personalized. These are starting frameworks — Aryan customizes each one to your exact situation.

📊
#1e40af

Wealth Builder SIP

The most popular plan for salaried professionals. Save ₹5,000–₹50,000/month systematically into a diversified mutual fund portfolio.

Historical Returns
12–15% p.a. (10yr avg)
💰 From ₹5,000/month
  • Large-cap core fund
  • Mid-cap growth fund
  • Flexi-cap satellite
  • Annual rebalancing
Get This Plan →
🎯
#065f46

Goal-Based Portfolio

Separate investment baskets for each goal — retirement, education, home, travel. Never mix your goals again.

Historical Returns
11–16% p.a.
💰 From ₹3,000/month
  • Dedicated SIP per goal
  • Goal tracker dashboard
  • Inflation-adjusted targets
  • Milestone alerts
Get This Plan →
💰
#b45309

Tax Saver (ELSS)

Maximize your ₹1.5L 80C limit with top-performing ELSS funds. Only 3-year lock-in vs 15 years for PPF.

Historical Returns
12–18% p.a. (historical)
💰 Up to ₹1,50,000/yr
  • 3-year lock-in only
  • Market-linked returns
  • Tax deduction U/S 80C
  • Diversified equity exposure
Get This Plan →
🏛️
#6b21a8

Premium Wealth Management

For investors with ₹25L+. Direct mutual funds, structured products, bonds, and alternative assets.

Historical Returns
13–18% p.a.
💰 Min ₹25 Lakh corpus
  • Direct plan mutual funds
  • Debt + equity blend
  • Alternative assets
  • Monthly performance reports
Get This Plan →
🏖️
#9d174d

Retirement Accelerator

Purpose-built retirement portfolio using NPS + Equity Mutual Funds for tax-efficient corpus building.

Historical Returns
10–14% p.a.
💰 From ₹10,000/month
  • NPS Tier 1+2 advisory
  • Equity + debt blend
  • Tax-efficient withdrawals
  • SWP planning
Get This Plan →
📱
#9a3412

Starter Investor Pack

Perfect for first-time investors. Simple 2-fund portfolio — one equity, one debt — with full hand-holding.

Historical Returns
10–13% p.a.
💰 From ₹500/month
  • Simple 2-fund strategy
  • Monthly WhatsApp update
  • KYC setup assistance
  • Full beginner guidance
Get This Plan →

Why Start a SIP Today, Not Tomorrow

Albert Einstein called compound interest the "eighth wonder of the world." In India, a disciplined SIP investor can turn modest monthly savings into life-changing wealth — if they start early enough.

Rahul (Age 25)
₹5,000/month/month · 35 years at 12% p.a.
₹3.24 Crore
Final Corpus
Priya (Age 35)
₹5,000/month/month · 25 years at 12% p.a.
₹94 Lakh
Final Corpus
Suresh (Age 45)
₹5,000/month/month · 15 years at 12% p.a.
₹25 Lakh
Final Corpus

*Assumes 12% p.a. CAGR. For illustration purposes only.

📅 Start My SIP Plan →

📊 Asset Allocation Philosophy

Equity Mutual Funds 60%
Core wealth builder — large/mid/flexi cap
Debt / Hybrid Funds 20%
Stability layer — liquid + short-term
ELSS (Tax Saver) 10%
80C benefit + equity returns
Gold (SGB) 5%
Inflation hedge & diversifier
International Funds 5%
Global diversification (US/NASDAQ)
⚠️ Allocation varies by client age, risk profile, and goals. This is a sample moderate-aggressive portfolio.

Save Up to ₹2 Lakh in Tax — Every Year

A comprehensive tax-saving investment strategy covering all major deduction sections.

💙 best
Section 80C
₹1,50,000 limit
ELSS, PPF, EPF, LIC, Home Loan Principal
✅ Tax saved: up to ₹46,800
💚 popular
Section 80CCD(1B)
₹50,000 limit
NPS (National Pension System)
✅ Tax saved: up to ₹15,600
💛 must-have
Section 80D
₹25,000 limit
Health Insurance Premium (self + family)
✅ Tax saved: up to ₹7,800
🩵 conditional
Section 24(b)
₹2,00,000 limit
Home Loan Interest Deduction
✅ For home owners with loan
🩶 salaried only
HRA Exemption
Varies limit
House Rent Allowance (for salaried)
✅ Can save ₹30,000–₹1,50,000
🟣 investor
LTCG Exemption
₹1,25,000 limit
Long-Term Capital Gains on equity
✅ Exempt from tax annually

Combining all applicable sections, a ₹15L salary individual can potentially save ₹1,50,000–₹2,00,000+ in annual taxes.

📅 Get My Tax Saving Plan →

Which Investment is Right for You?

Investment Returns Lock-in Tax Benefit Risk Best For
ELSS Mutual Fund 12–15% 3 years 80C (₹1.5L) Medium-High Wealth + Tax saving
PPF 7.1% (tax-free) 15 years 80C (₹1.5L) Nil Conservative + Tax
NPS 10–12% Till 60 80C + 80CCD(1B) Low-Medium Retirement corpus
FD (Bank) 6.5–7.5% Flexible Taxable Nil Emergency / short-term
Direct Equity Varies None LTCG ₹1.25L exempt High Informed investors
Gold (SGB) 7–10% + 2.5% int. 8 years (exit @5yr) LTCG exempt Low Hedge + diversification

*Returns are historical/indicative. Not guaranteed. Please read scheme documents carefully.

Let's Build Your Investment Plan

Aryan will match the right investment solutions to your goals, timeline, and risk appetite — in your free consultation.

📧 Free Financial Insights Weekly

SIP tips, tax strategies & market updates. No spam, ever.

🤖
WealthBot AI
● Ask me anything about finance
💬