Yadnya Investment Academy - Financial Planning made simple

Financial Planning - made simple and smart

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How It Works ?

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Customized Financial Planning
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Comprehensive report with suggested Asset

Unique

  • Simple interface which demands limited Financial information
  • Unbiased advice in your best interest - no sales pitch & no commissions
  • Built with Fiduciary responsibility by SEBI registered RIAs

Personalization

  • Complete Financial Plan - Get customized advice across investments, goals, expenses, insurance, loans, and taxes
  • Personalized Dashboard with goal tracker
  • Proprietary India specific assumptions, calculations & methodology

Human Touch

  • Direct one-to-one discussions with our Experts
  • Plan Reviews - Review/rebalance your investments to make sure they are aligned with your goals
  • Portfolio Reviews - Go/No-Go decisions on assets

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