Achieve your potential with a Goal Based Investment Plan

Customised investment plan that helps you achieve your financial goals. Recommended if you want to invest methodically for your financial goals, and your life and health insurance are already adequate.

Pricing starts at only ₹8,999 + GST

Getting started is FREE

You don't pay for the first consultation

1-on-1 consultation

1 year unlimited support

Review of existing investments

Your financial plan will include:

Planning for upto 7 financial goals

Recommendations on PPF, NPS, & more

Mutual fund recommendations

Retirement planning

Detailed risk profiling

Support in creating investment account

How You Benefit

Achieve financial goals

You get an investment plan tailored to your goals and aspirations.

Save on commissions

We only recommend commission free direct mutual fund plans.

Generate better returns

Best-in-category mutual fund plans for higher returns.

Save on taxes

Our plans offer you maximum tax benefits from your investments.

Take less risk

Portfolio risk is strictly as per your risk appetite and financial goals.

Invest on autopilot

Our recommended investments need minimal active management.

Clarified created an investment portfolio perfectly aligned with my financial goals. The quality of advice was remarkably good.

Rangasayee Chandrasekaran, Senior Product Manager at Qubole