STEP 01
Discovery Meeting
We begin with your goals, responsibilities, priorities and financial aspirations.
✦ YOUR LIFE. YOUR NORTH STAR.
Your life.
Your wealth.
One direction.
Financial decisions, connected to the life you want to live. Personal guidance for every chapter.
Find your direction ↗ Download our company profile ↗Thoughtful financial coaching. Since 2007.
YOUR NORTH STAR
What matters most.
One life. Many connections.
A direction that’s yours.
Explore a priority to see how the picture connects.
↓ A little perspective changes everything01 / A LIFE, CONNECTED
A DIFFERENT PERSPECTIVE ON WEALTH
✦Money is only
part of the story.
What it makes possible.
That’s the bigger picture.
Rewriting your money story. Since 2007.
A home. An education. The freedom to choose. We begin with what matters to you, then help connect the financial decisions that support it.
The Plantrich approach ↗
THE BIGGER PICTURE
ILLUSTRATIVE PHOTOGRAPH / UNSPLASHA life well lived.
A future thoughtfully considered.
02 / CONNECTING THE PIECES
Individual decisions. A shared direction.Your priorities.
A considered approach.
Support for the decisions you’re making today,
with perspective on the life ahead.
01 / INVEST WITH PURPOSEGive your investments
THE LIFE BEHIND THE GOALA place to call yours.
02 / SEE THE CONNECTIONSOne financial life.
CLARITY STARTS WITH A CONVERSATIONMake sense of the whole.
03 / THINK AHEADFor the life you have.
ROOM FOR WHAT COMES NEXTA little more possibility.
Give your investments
a sense of direction.
Goal-based mutual fund guidance that connects your investments with your priorities, time horizon and comfort with risk.
THE LIFE BEHIND THE GOALA place to call yours.One financial life.
A clearer picture.
Financial coaching and portfolio reviews to help you understand how the different parts of your financial life fit together.
CLARITY STARTS WITH A CONVERSATIONMake sense of the whole.For the life you have.
And the one ahead.
Conversations around retirement, family responsibilities and changing life stages—with room for your priorities to evolve.
ROOM FOR WHAT COMES NEXTA little more possibility.For families, professionals, business owners and NRIs.
Let’s explore what you need ↗03 / YOUR JOURNEY WITH US
A RELATIONSHIP, NOT A TRANSACTION
A clear process.
A lasting relationship.
From the first conversation to the years ahead, a clear process keeps your financial life connected.
Start with a conversation ↗STEP 02
Financial Blueprint
We look at your complete financial picture and identify where decisions can work better together.
STEP 03
Solution Implementation
We help facilitate suitable financial products and solutions aligned with your agreed approach.
STEP 04
Ongoing Monitoring
Regular portfolio reviews and continued support as markets and life circumstances evolve.
STEP 05
Quarterly Wealth Alignment
A regular conversation to check that your financial direction still supports your changing priorities.
STEP 06
Annual Strategic Review
A broader review of your financial journey, with your long-term objectives in view.
A consistent process, with room for life to change. Investment outcomes are subject to market risks.
YOUR FINANCIAL DNA™
It begins with
understanding you.
Four perspectives that shape
your personal financial picture.
Your goals
The milestones and possibilities you want your money to support.
Your responsibilities
The people and commitments that depend on your decisions.
Your risk comfort
Your time horizon and how you feel about market fluctuations.
Your financial behaviour
The habits and experiences that influence the choices you make.
FOR EVERY CHAPTER
ProfessionalsBusiness ownersNRIsDoctors & healthcare professionalsFamilies
YOUR GUIDE, THROUGH EVERY CHAPTERKhyati Mashru Vasani
04 / A HUMAN CONNECTION
A steady guide.
A personal relationship.
“I have never believed money should be the centre of life. It should quietly support the life you truly want to live.”
Khyati Mashru Vasani
Founder & Chief Financial Coach
Known as The Money MonkCWM® (USA) · George Kinder Certified Life Planner · NISM Certified
CLIENT EXPERIENCES
Trust is built.
Over time.
A few perspectives from our existing
client stories.
Anthony describes a structured, well-prepared relationship that brought greater discipline and clarity to his financial decisions.
Anthony Devassy
Client experience summaryAkshay shares that he continued the relationship after moving to another city, valuing consistent support over the years.
Akshay Ananth
Client experience summaryAjay highlights the team's flexibility as his family's financial needs changed over time.
Ajay Ramakrishnan
Client experience summarySummaries of individual experiences published on our existing website. These are not a promise of investment performance. Read the original stories ↗
05 / A LITTLE PERSPECTIVE
Questions worth making time for.Clarity begins with
a good question.
Explore the thinking behind a more
considered financial life.
01 / FINANCIAL BEHAVIOURWhat is your money really working towards?
Start with the life you want to support. Naming your priorities, understanding who depends on you, and considering when you might need your money can give each investment decision a clearer context.
02 / CHANGING PRIORITIESWhen life changes, what should you revisit?
A new responsibility, a career change or a move can affect cash flow, time horizons and your comfort with risk. These moments are a useful opportunity to review how your portfolio connects with your current circumstances.
03 / LONG-TERM PERSPECTIVEWhat does discipline look like beyond investing?
Discipline includes setting time aside to review your finances, asking questions, keeping documentation organised and making informed decisions. It is an ongoing practice that can adapt as your life evolves.
YOUR NEXT CHAPTER
Wealth with direction.
It starts with you. A conversation about your life,
your priorities, and what comes next.