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Best Investment Advisory Services in India | InvestYadnya

Yadnya’s Personal Financial Planning: Best Financial Planning In India

As they say, “A goal without a plan is just a wish”. With planning, you take the first step of making your dream turn into reality.

We at Yadnya, help our clients create a practical plan by incorporating every aspect of investments, insurance, taxation as well as ease of execution. We aim to construct a financial plan that not only directs our clients towards the path of financial freedom but also gears them up to face any unanticipated financial stress situation through relevant asset allocation strategies. With realistic projections of savings, income, expenses, inflation, portfolio returns and incorporation of multiple “What-If” scenarios, Yadnya helps clients with a financial plan that can help them sail through a storm with a margin of safety.

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Best Financial Planning Services: India's Trusted Financial Advisor

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Financial Plan Creation
Discover Goals & Goal Planning
Investment Portfolio Planning
Goal/Insurance/Retirement Advice
20+ pages of Premium Financial Plan Report
  • Names of suggested Mutual Fund Schemes & Insurance Plans
  • Proposed Asset Allocation
  • Emergency & Goals & Tax & Insurance Plan
  • Complete Future cash flow calculations
Sample Report
Human Touch - Expert Review
Direct Access to the Financial Advisor  
Detailed Review of Your Current Portfolio
(Go/No-Go Decisions)
Personal meeting with our Co-Founders
(Video Call or In Person)
NRIs Included  
Recommendations on Right Investment Assets
(Real Estate, MF, Stocks, Other Debt)
(Only Stocks & MF)
Personalized Goal Planning & Review by Expert
Expert Review & Comments on Financial Plan    
Recommendations on Right Insurance Plans
(Health & Life)
Recommendations on Tax Planning  
Detail Personalized Financial Planning Report
Sample Report
Followup Personal Q/A with the Co-Founders on Chat  

* Customer Complaints

* To Know more about Investor Charter Click Here

Gaurav Jain is CEO of yadnya
Managed By

Mr. Gaurav Jain

CEO- Invest Yadnya Academy

SEBI Registered

12+ Years

What our Customers Say about our Financial Advisory Services?

Compliant redressal and scores to be mentioned on website

Client’s queries / complaints may arise due to lack of understanding or a deficiency of service experienced by clients. Deficiency of service may include lack of explanation, clarifications, understanding which escalates into shortfalls in the expected delivery standards, either due to inadequacy of facilities available or through the attitude of staff towards client.

  • Clients can seek clarification to their query and are further entitled to make a complaint in writing, orally or telephonically. An email may be sent to the Client Servicing Team on contact@investyadnya.in. Alternatively, the Investor may call on +919730601468.
  • A letter may also be written with their query/complaint and posted at the below mentioned address:A-2, Purva Apartments, Off, ITI Rd,
    Pushpak Park, Aundh,
    Pune- 411007
  • Clients can write to the Investment Adviser at ashish@investyadnya.in if the Investor does not receive a response within 10 business days of writing to the Client Servicing Team. The client can expect a reply within 10 business days of approaching the Investment Advisor.
  • In case you are not satisfied with our response you can lodge your grievance with SEBI at http://scores.gov.in or you may also write to any of the offices of SEBI. SCORES may be accessed thorough SCORES mobile application as well, same can be downloaded from below link:

  • We are a SEBI Registered Investment Adviser having registration number - INA000017897.
  • We are not affiliated with any other intermediaries, nor do receive any brokerage or commission from any third party.
  • No penalties/directions have been issued by the SEBI under the SEBI Act or any other regulatory body.
  • We do not recommend any stock broker or other intermediary to a client. Nor do we receive any consideration by way of remuneration or compensation or in any other form whatsoever from stock broker or other intermediary.
  • If client wants opinion in the specific positions made by him only, we will be able to suggest appropriate view on the securities. Such suggestion/view under any circumstances shall be considered as an opinion (not advice) from our side and we advise client to consider our opinion and not consultancy to make his/her final decision. We are not liable for any losses whatsoever client may incur in accepting this opinion.
  • We do not have any short term positions in the financial products or securities which are the subject matter of advice.
  • We do not have any association in any manner with any issuer of products/ securities, this ensures that there are no actual or potential conflicts of interest. This also ensures that objectivity or independence in the carrying on of investment advisory services is not compromised.
  • Investment in market is subject to market risk, though best attempts are made for predicting markets, but no surety of return or accuracy of any kind is guaranteed.
  • Client is always advised to read, understand, and agree of terms & conditions.
  • We do not guarantee any profit/return.
  • We do not provide any profit /loss sharing services, guaranteed profit services, Demat services.

Sr. No Financial Year Compliance Audit Status Remarks, if any
1 FY 2020-21 Conducted NIL
2 FY 2021-22 Conducted NIL
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