Financial Planning & Wealth Management
Structured. CFP-Supported. Comprehensive.
Building wealth requires more than selecting investments. It requires a structured framework that aligns your investments with your financial goals, risk appetite and life stages. Our planning solutions are developed with the support of CFP professionals.
Comprehensive Planning Across Every Life Stage
Every financial plan is unique. We work closely with you to map your income, existing assets, liabilities and goals into a structured roadmap — telling you exactly how much to invest, where and for how long.
Our planning is backed by CFP (Certified Financial Planner) professionals to ensure rigorous, standards-based advice.
Retirement Planning
Build the corpus you need to retire comfortably — mapped to your target age, lifestyle and inflation.
Child Education Planning
Plan for your child's higher education costs with disciplined SIP-based strategies starting today.
Wealth Creation
Long-term portfolio growth through structured asset allocation across equity, debt and hybrid funds.
Asset Allocation & Risk
Portfolio structuring based on your risk profile — from conservative to aggressive — with regular rebalancing.
Calculate Your Goal SIP
Goal-Based SIP Calculator
Full Calculator →Try all our calculators at vygenius.com/calculators
Suitable For
Working Professionals
Salaried individuals who want a structured plan to grow wealth while managing EMIs and expenses.
Business Owners
Entrepreneurs with irregular income who need disciplined investing strategies and tax-efficient planning.
HNI Families
High net-worth families seeking comprehensive wealth management and intergenerational planning.
NRI Clients
Non-Resident Indians planning their financial future in India with repatriation and tax considerations.
How We Build Your Plan
Financial Discovery
Deep-dive into your income, expenses, assets, liabilities and life goals.
Plan Creation
A goal-mapped financial plan with specific investment targets and timelines.
Implementation
Portfolio setup, SIP initiation and asset allocation execution across chosen funds.
Annual Review
Regular reviews to track progress, rebalance and adjust as life goals evolve.
Start Planning Your Financial Future
Book a free consultation to build a personalised financial plan around your goals.