Dreams to Reality
Goal Based Planning
Transform life's milestones into achievable financial targets. Our goal-based investment approach creates dedicated portfolios for each dream—be it a home, education, or early retirement—with clarity on timelines, amounts, and strategies.
Milestone Achievement Services
Dedicated investment strategies for every life goal you envision
Children's Education Planning
Plan for rising education costs—from school to higher studies abroad. We factor in education inflation (10-12% annually), currency movements, and create a corpus that grows with your child, ensuring quality education is never compromised.
Retirement Planning
Build a retirement corpus that maintains your lifestyle for 25-30 years post-retirement. We calculate your retirement number, factor in inflation and healthcare costs, and create a systematic accumulation plan.
Dream Home Fund
Save systematically for your down payment and closing costs. Whether it's 3 years or 10, we map out the investment path considering property appreciation and optimal loan-to-value ratios.
Wedding & Major Events
Plan for weddings, anniversaries, or other milestone celebrations. Goal-specific investments ensure these special occasions don't strain your finances or long-term wealth.
Emergency Fund Creation
Build a robust safety net of 6-12 months' expenses in liquid, accessible instruments. This foundational goal protects all other financial plans from unexpected life events.
Wealth Accumulation Milestones
Set and achieve wealth milestones—your first crore, financial independence, or generational wealth. We track progress and adjust strategies to keep you on course.
Ready to get started?
Our experts are here to guide you through every step of your financial journey.
Schedule a CallFrequently Asked Questions
Get answers to common questions about our services.
Experience the impact of expert guidance
Join thousands of intelligent investors who trust i2Finserv for their financial journey.