A guided climb for your money · Chennai · since 1999
Big money goals? Book a free call Take a guide.
You tell us your goals. We make the plan, invest your money, and check the map with you every year, all the way to the top.
A modern practice built for investors who want clarity, honesty and growth. AMFI-registered distributor.
Three camps. One route.
A sherpa never climbs for you. We carry the maps and watch the weather; the summit stays yours.
We listen first
Your goals, your family, your worries. Then we draw one clear route: what to save, where, and by when.
We climb with you
Investments matched to how much risk feels okay to you. You always know what you own, and why.
We check the map
Every year we sit with you and look at the route again. Course-correct early, never in a panic.
Our flagship: Retire Right
Retirement is a date and a number. We find both.
Only a third of Indians have any retirement fund. The Retire Right method fixes that with plain arithmetic:
- Your monthly cost at retirement, with inflation counted in.
- Your corpus: the one big number your investments must reach.
- Your monthly investment to get there, starting from today.
Corpus needed: 40-year-old, ₹1 L/month lifestyle, retiring at 55
Different climbs, same guide.
Five kinds of climbers come to us. Most arrive in their peak earning years, 40 to 60.
Corporate leaders
You plan everyone's quarter. We plan your decades.
Doctors & professionals
You take care of clients all day. We take care of what you earn.
Business owners
Your family should not depend on a good business month.
NRIs
Your money can still grow in India. We handle the rules.
Retiring soon
You did the earning. Now the money works, and you rest easy.
Finsherpa is my friend, philosopher and guide when it comes to investments. Babu has been my guide for 15+ years.
Learn the ropes.
Money explained in short words and real numbers. Start with the free guide.
Talk to a sherpa. The first call is free.
Thirty minutes. You talk, we listen, and you leave with one clear next step, whether or not we climb together.
Prefer to talk now? Call +91 91592 69900 or WhatsApp us.