Regulated responsibilityPersonalised advice remains the responsibility of the registered adviser.
Advice before products
Build a clearer financial future.
Fee-only professional financial advice, built around your life. Work with Krishna Rath, a SEBI Registered Investment Adviser, to bring clarity to your cash flow, goals and investments, without product commissions.
SEBI RIA Individual Investment Adviser Human-led and AI-assisted workflows
ADVICE THAT STARTS WITH YOUYour life. Your goals. A clearer plan.Fee-only advice, with a documented process and ongoing accountability.
One connected journey
From scattered numbers to an accountable plan
Your inputs, risk assessment, agreement, payment and advice should form one traceable journey rather than a chain of disconnected forms.
- 01UnderstandProfile, finances and priorities
- 02AssessCapacity, tolerance and readiness
- 03EngageChoose, sign and pay securely
- 04ActGoals, advice and reviews
What guides the work
Financial planning is more than selecting investments.
Advice should begin with financial resilience and personal constraints. Investment implementation follows only after the foundations and trade-offs are visible.
Why choose an RIAGoals before productsRecommendations should serve a purpose, horizon and risk boundary.
Visible assumptionsIllustrations, fees and key decisions should be understandable and reviewable.
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Browser-based tools for useful first estimates. Your entries stay in your browser and are not saved by these public calculators.
Retirement
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Tax regimePublished service options
Choose the depth of support you need
Explore currently published advisory services. Fees, scope and validity are confirmed before you sign an agreement.
Investor disclosure
View regulatory detailsREADY WHEN YOU ARETake the next step towards financial clarity.
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