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.
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.