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Comprehensive Financial Planning

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From Money Confusion to Money Clarity

Sound Familiar?

Where do I even start?

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If you’ve asked yourself any of these questions, you’re not alone and you don’t have to figure it out by yourself.

Should I pay off debt or save first?

When can I finally retire?

How much will my child’s education really cost?

Why can’t I save even with a good income?

Financial Planning Made Human

We create a financial roadmap tailored to your life goals.

Get started now

Listen First

Understand your current finances and what matters most to you

Define Your Goals

Short-term wins and long-term dreams, both covered

 

Review & Adjust

Life changes, and so will your plan. We keep it updated with you.

 

Build Your Roadmap

A practical action plan that shows you what to do and when.

 

In figures

Our Track Record

₹20,000+ Cr

In assets managed to help our clients grow and protect their wealth.

200+

Satisfied Clients

₹20,000+ Cr

in assets managed to help our clients grow and protect their wealth.

366 M

Aggregate Portfolio

12+

in assets managed to help our clients grow and protect their wealth.

97.2%

Positive Experiences

53%

Client retention rate

Not Just a Mission. A Promise.

Create 1,000 Global Millionaires by 2047

Trusted by professionals

No product selling. Pure advice

I am ahead of my goals timeline

I am ahead of my goals timeline

I was looking for a competent advice to invest money in mutual fund. After discussing my financial goals with Avdesh, I felt confident that I could achieve them. I started investing as adviced and It’s been more than a year. All the discussions I had till now have been fruitful and it has been a wonderful experience.

~ Ahsan Khan, Software Dev Engineer, Classic Vacation, Gurgaon

I see him as not only a trusted adviser but also an extension of my assets on whom I can rely heavily

I see him as not only a trusted adviser but also an extension of my assets on whom I can rely heavily

I have worked with AMC investment for almost all of my investments and financial advice. Avdhesh explains things clearly and he is an incredibly knowledgeable person. I see him as not only a trusted adviser but also an extension of my assets on whom I can rely heavily for all my financial investments. I can sleep better at night knowing that my money is in the right place and someone is monitoring it and I am not going to be caught out by a taxman as he does everything legally and as per the rule book. Thanks, AMC for your services, and keep it up.

~ Sandeep Yadav, BPM Solution Architect, Sunlife financial services

I feel ‘Care’ is the core value with which these people operate

I feel ‘Care’ is the core value with which these people operate

I get a piece of very good advice even at a time when most investment companies are avoiding getting in touch with existing customers.

~ Shweta Khare, Branch Head, Max life Insurance

I recommend him for his knowledge of financial markets

I recommend him for his knowledge of financial markets

I was connected to Avdesh from a close friend of mine and received great feedback about him which led to the establishment of initial trust that he will be good for my money. I like his flexibility and human touch of being a friend than just seeing his clients as just clients. Unlike other finance professionals who are sometimes act like salesmen, Avdesh will calmly listen to your needs and provide suggestions as per your requirements. I recommend him for his knowledge of financial markets and his detailed clarity on what, where, and how of investments and its returns. He is not a person to beat around the bush or fool anyone. If he does not have the required information he will take the time, research on it, use his judgement and bring clarity to you.

~ Kumar Shubham

I would whole-heartedly recommend for the quality of work Avdesh Mishra delivers

I would whole-heartedly recommend for the quality of work Avdesh Mishra delivers

I appreciate Avdesh’s instant query resolution, attention to detail, the push to invest to achieve goals. I am super happy and satisfied. More than that I sleep well at night without thinking much about my investments. Three things, I received as a result of my association with AMC, firstly, transparent investments and timely response to my queries. Second, a high level of confidence and trust that my investments are in good hands and thirdly, clarity on how to achieve my goals. His confidence, attitude, knowledge and vision were the key drivers that made me want to work with him. You will benefit from his knowledge and experience, that too with a personal touch. I would whole-heartedly recommend for the quality of work Avdesh Mishra delivers without any doubt. Moreover, he is a good human being with a positive and rational approach.

~ Abhijat Varshneya, Sr.Manager, Adidas, Gurgaon

I found him as a perfect advisor for investment and insurance solutions

I found him as a perfect advisor for investment and insurance solutions

Mr. Avdesh Mishra explained all my queries related to health and term insurance in the simplest way. The most important thing for me is time. I like his punctuality and work ethic. He helped to select the right medical plans and his timely advice on investments has always benefited me. He has an amazing personality and works with great dedication. I found him as a perfect advisor for investment and insurance solutions. I would highly recommend, because from my own experience I found AMC, the best in this business. Talk to Avdesh and he will give better clarity regarding investments and other beneficial plans.

~ Dr. Ajay Kumar, Assistant Professor, Birla Institute of Technology

Avdesh is a warm-hearted, easy-going, lively, and energetic person

Avdesh is a warm-hearted, easy-going, lively, and energetic person

I have learned a lot about financial markets from Avdesh. He is an avid reader. He is an astute finance professional with a wide spectrum of knowledge in business, finance, and the economy. Avdesh is a warm-hearted, easy-going, lively, and energetic person. He has a witty sense of humor. He is a good listener and considerate toward others. It is fun to be around Avdesh as he is someone with whom you can talk on a range of topics such as finance, business, philosophy, and culture.

~ Gaurav Singh, Lead Engagement Manager, T&A Consulting, Gurgaon

My financial journey is much more stable and systematic now.

My financial journey is much more stable and systematic now.

Avdesh is dependable and trustworthy, above all, he will give you the right advice considering long-term vision. He understands his clients’ requirements well and suggests appropriate investments. For example, when I was blessed with a baby he suggested a plan that would help me in her schooling. The right SIP fund coverage is another good suggestion, he made to me for balancing the portfolio and it has provided good returns covering market fluctuations risk as well. He has a good understanding of risk coverage and health insurance requirements considering type of occupation. For example, he suggested to me to take an additional medical insurance considering my start up plan as that time I won’t be having the company-provided health insurance. Similarly, we did for my parents too and that has greatly benefitted me. I would highly recommend Avdesh, if you are looking for the right investment advice and risk coverage. So far my experience has been frictionless and he was very prompt in handling my father’s COVID insurance claim.

~ Mahendra Ravilal Nakar, VP- Ketto, Mumbai

Never regretted any of the investments made after consultation with him

Never regretted any of the investments made after consultation with him

Human interaction is way better than getting advice from any portal or websites or bots. While working with AMC on my goals, I got more personalised advice which was a perfect fit to my requirements and goals. I have had a great experience with all the advice and funds that Avdesh has recommended me. Never regretted any of the investments made after consultation with him. I like his honesty and candidness about the market situation and setting right expectations for my return. I wish I had started investing early.

~ Prateek Ojha, Manager, HubSpot, Dublin, Ireland

Avdesh is dependable and trustworthy

Avdesh is dependable and trustworthy

Avdesh is dependable and trustworthy, above all, he will give you the right advice considering long-term vision. He understands his clients’ requirements well and suggests appropriate investments. For example, when I was blessed with a baby he suggested a plan that would help me in her schooling. The right SIP fund coverage is another good suggestion, he made to me for balancing the portfolio and it has provided good returns covering market fluctuations risk as well. He has a good understanding of risk coverage and health insurance requirements considering type of occupation. For example, he suggested to me to take an additional medical insurance considering my start up plan as that time I won’t be having the company-provided health insurance. Similarly, we did for my parents too and that has greatly benefitted me. I would highly recommend Avdesh, if you are looking for the right investment advice and risk coverage. So far my experience has been frictionless and he was very prompt in handling my father’s COVID insurance claim.

~ Gaurav Agrawal, Sr. Engineering Manager, Flipkart, Bangalore

No product selling. Pure advice

Investment Advisory Fee Schedule

As a SEBI-Registered Investment Adviser, we work on a fee-only basis. We earn nothing from commissions or product sales — our only compensation is the advisory fee you see below, so our advice stays aligned with your interests alone.

OUR ADVISORY TIERS

Foundation

Assets up to ₹1 crore
₹50,000flat

A flat annual advisory fee covering full financial planning, portfolio advice and ongoing reviews.

Wealth

₹1 crore – ₹5 crore
0.50%p.a.

0.50% per year on the portion of assets between ₹1 cr and ₹5 cr, added to the ₹50,000 base.

Growth

₹5 crore – ₹10 crore
0.35%p.a.

0.35% per year on the portion of assets between ₹5 cr and ₹10 cr.

RATE EASES AS YOU GROW

Private

Above ₹10 crore
0.25%p.a.

0.25% per year above ₹10 cr, with your total fee capped — it never rises beyond the maximum.

MINIMUM ANNUAL FEE
₹50,000

Applies to every advisory relationship, regardless of portfolio size.

MAXIMUM ANNUAL FEE
₹5,00,000

A hard ceiling — your fee never exceeds this, however large your portfolio.

How your fee is calculated. Fees are charged in slabs, like income tax: each rate applies only to the portion of assets within that band, not to the whole portfolio. Your fee is always the higher of the ₹50,000 minimum or the slab calculation, and never more than the ₹5,00,000 maximum.

*Above fees is for Resident Indian clients. Fees for NRI is different due to complexities involved.
** Fees is exclusive of GST. GST charges @18% extra.

Let’s Get in Touch

Have a question or need guidance? We’re here to help you take the next step toward your financial goals.

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Your Queries

Frequently asked questions

Comprehensive financial planning looks at your financial life, not just one part of it. It budgeting, investments, retirement, tax planning, management, and estate planning—all aligned to help meet short and long-term goals.

Comprehensive financial planning looks at your financial life, not just one part of it. It budgeting, investments, retirement, tax planning, management, and estate planning—all aligned to help meet short and long-term goals.

Comprehensive financial planning looks at your financial life, not just one part of it. It budgeting, investments, retirement, tax planning, management, and estate planning—all aligned to help meet short and long-term goals.

Comprehensive financial planning looks at your financial life, not just one part of it. It budgeting, investments, retirement, tax planning, management, and estate planning—all aligned to help meet short and long-term goals.

Comprehensive financial planning looks at your financial life, not just one part of it. It budgeting, investments, retirement, tax planning, management, and estate planning—all aligned to help meet short and long-term goals.