The Value Of
Advice
At Shobhaarth, we are dedicated to changing the way people approach mutual fund investments, making it goal-driven, personalised and tailored to each client’s risk profile.
Our Approach
Goal Based Investment Planning
OUR APPROACH
Why Goal Based Investing?
Every financial goal is different in terms of time horizon, priority, and risk sensitivity. Our approach focuses on understanding these aspects and facilitating mutual fund investments that are aligned with each goal and the investor’s risk profile.
Our Services
Retirement Planning
Retirement planning focuses on building a long-term corpus to support life after regular income stops. Given the long time horizon, investments are typically structured to balance growth potential and risk, while keeping the investor’s comfort level in mind. Periodic reviews help ensure the plan remains aligned with changing needs over time.
Children's Education Planning
Planning for a child’s education involves preparing for future expenses that may arise over different stages. A goal-based approach helps align investments with the expected time frame and cost, while accounting for market fluctuations and the investor’s risk profile.
Children’s Marriage Planning
Children’s marriage is a long-term financial goal that requires disciplined planning over several years. Investments can be aligned with the expected time horizon so that funds are accumulated gradually, reducing the need for last-minute financial adjustments.
Home Purchase Planning
Buying a home is a significant financial milestone. Goal-based planning helps investors systematically build funds for down payments or future purchases, keeping the timeline and capital requirements clearly defined.
Car Purchase Planning
A car purchase is usually a short- to medium-term goal. Planning in advance allows investors to set aside funds in a structured manner, helping reduce the need for high-cost borrowing when the purchase is made.
Emergency Planning
An emergency fund is meant to address unforeseen financial situations such as medical needs or income disruptions. Maintaining readily accessible investments aligned with this goal can help provide financial stability during unexpected events.
Vacation Planning
Vacations and leisure goals can be planned in advance to avoid sudden financial strain. Goal-based investing helps spread the cost over time, making such experiences more manageable without impacting long-term financial objectives.
Wealth Creation
Wealth Creation is the broader journey of making your money work as hard as you do. It is the process of building a substantial corpus that outpaces inflation and grows your net worth over the long term. By moving beyond simple savings and utilizing the power of compounding through disciplined mutual fund investments, you aren't just planning for a single event - you are building a legacy of financial independence.
Our Partners
OUR EMPANELLED PARTNERS
Mutual Fund Houses We Work With
Our partnerships with leading financial institutions allow us to offer a diverse range of investment options and financial products to our clients.
What Our Clients Say
Sreejit Shankaran
Associate Director, Ernst & Young
"I’ve had a great experience with Shobhaarth. They made the process of investing in mutual funds simple and stress free. Their team is knowledgeable, professional and took the time to understand my financial goals before suggesting the right funds. I feel much more confident about my portfolio now and highly recommend their services!"
Abhishek Verma
Global Marketing Manager, General Electric
"I’ve known Mihir for years so the trust was already there. He’s been personally guiding me in my investment journey for a couple of years now. If you’re feeling overwhelmed or confused about where to put your money, I highly recommend reaching out to them. "
Alex Koshie
Assistant General Manager, Tata Consultancy Services
"As someone with a busy schedule, I don’t have the time to track markets and my fund's performance. This is where Shobhaarth has been a lifesaver. They took the full weight of management off my shoulders, Their expertise and active monitoring have generated real value for my portfolio that I couldn’t have achieved on my own. If you want professional mutual fund investment management without the stress of doing it yourself, Shobhaarth is the perfect partner."
Ganesh Pai
Strategic Innovation Management,
Mercedes Benz Research & Development, India
"Investing in mutual funds always felt overwhelming until I started working with Shobhaarth. They took the time to understand my actual goals rather than just pushing products. For the first time I have complete clarity on where my money is going and total peace of mind about my family's future. Highly recommend their professional and transparent approach."
Get in touch
Reach out to us in the way that’s easiest for you, or just fill out the form below and we’ll connect with you.
+91-91488-70472