Plan your finances.

Secure your wellbeing.

Goal-based financial planning by expert SEBI Registered Investment Advisors. Get the advice you need, for a fee you can afford.

How Clarified Can Help

Goal Based Investment Plans

Comprehensive Financial Plans

Why you will love Clarified

Goal-based financial plans

Our financial plans are fully customised as per your goals and aspirations. This helps calibrate portfolio risk.

Unlimited 1 year support

Even after your financial plan is delivered, we continue to support you for a period of upto 1 year.

More than just mutual funds

Our investment advice goes beyond just mutual funds to include Public Provident Fund and National Pension Scheme too.

Savings of direct plans

With Clarified you invest in commission-free direct plans of mutual funds. That's a yearly saving of upto 1% of your corpus.

Don't leave your financial security to chance. Plan ahead. Put your money to work.

How it works

Four easy steps to financial wellbeing


Tell us about yourself


Share your requirements


Review financial plan

Help us understand your finances. Take out 15 mins to answer a few questions.

Share your goals, questions, concerns, and any other requirements.

Your financial plan is ready in 3-5 working days for your review and feedback.


Speak with advisor

Discuss the plan in detail with your advisor and get started with investing.

Have Questions?

Saumitra pic.jpeg

With Clarified's help I was able to fix multiple problems with my mutual fund portfolio. I liked the focus on reducing taxes and mutual fund expenses.

Saumitra Kumar, Software Development Manager at Amazon

Still not sure?

Read through our blog to discover the insights behind our financial plans.

How you could harness the full potential of your investments with goal-based planning.

A deep dive into how Clarified selects the right mutual funds for your investment portfolio.

We explain why retirement planning is more complex than most other financial goals.

Manage your money with confidence

We will create a financial plan for the life you want to live.