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Mutual Fund Reviews

USP's of Financial Planning

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GRIVAA'S Personal Financial Planning: Best Financial Planning In India

As they say, “A goal without a plan is just a wish”. With planning, you take the first step of making your dream turn into reality.

We at Yadnya, help our clients create a practical plan by incorporating every aspect of investments, insurance, taxation as well as ease of execution. We aim to construct a financial plan that not only directs our clients towards the path of financial freedom but also gears them up to face any unanticipated financial stress situation through relevant asset allocation strategies. With realistic projections of savings, income, expenses, inflation, portfolio returns and incorporation of multiple “What-If” scenarios, Yadnya helps clients with a financial plan that can help them sail through a storm with a margin of safety.

Let us help to find right plan for you

Catergory Name 1 Day 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year 10 Year
Equity - Large Cap
0.04
-0.96
-1.55
-3.14
-4.47
16.44
16.94
14.69
13.40
Equity - Large & Mid Cap
-0.40
-0.40
-1.93
-1.93
25.19
20.56
14.64
16.01
16.01
Equity - Multi Cap
-0.47
-0.91
-1.73
-2.58
-4.71
29.99
22.63
16.13
16.81
Equity - Flexi Cap
-0.24
-1.24
-1.74
-3.21
-4.21
21.99
19.12
14.63
14.62

Best Financial Planning Services: India's Trusted Financial Advisor

Basic

FREE

Premium

₹ 999.00

Portfolio Review

₹ 49,999.00

Gold

₹ 75,000.00

Basic

Financial Plan Creation

Discover Goals & Goal Planning

Investment Portfolio Planning

Goal/Insurance/Retirement Advice

Faq(Frequently asked questions)

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