Cherish family time while we set you on your path towards financial goals

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Have you ever thought of the following?

How much money is needed for:

How much money is needed for:

Daughter's
higher education?

A comfortable
retirement life?

Dream home
for family

How much monthly savings is required to achieve these goals?

If you aren’t sure about the answers,  
you are in the right place

How much monthly savings is required to achieve these goals?

If you aren’t sure about the answers,  
you are in the right place

How do we help you?

01

Understanding
your current
financial situation

The journey starts with an open discussion where you share more about your life, what you do, how you handle your finances etc.

The journey starts with an open discussion where you share more about your life, what you do, how you handle your finances etc.

02

Writing down your
financial goals

The journey starts with an open discussion where you share more about your life, what you do, how you handle your finances etc.

What are your dreams for self and family? We want to sneak into that world. And if you haven’t given it much of a thought so far, don’t worry; we’ll nudge you towards that.

03

Laying down
financial roadmap

The journey starts with an open discussion where you share more about your life, what you do, how you handle your finances etc.

So now that we know where you are currently & what’s your destination, we put together the most optimum plan to take you there. This will include your overall asset allocation, investment approach, contingency planning & risk mitigation

04

Execution of
the investments

The journey starts with an open discussion where you share more about your life, what you do, how you handle your finances etc.

We set up your investments & all that it takes to get you started on this wonderful journey. This includes account opening, KYC, bank mandates, etc

05

Monitoring & course correcting

The journey starts with an open discussion where you share more about your life, what you do, how you handle your finances etc.

We will do reviews every quarter to assess progress towards your goals and calibrate our plans, if required.

What products do
we deal with?

Mutual Funds

You don’t need the “top 5 schemes to invest in”; what would be more valuable for you is a trusted guide who can craft together a customized portfolio for you, taking into consideration your lifestage, risk appetite and your own financial goals.

Life insurance

While building wealth is important, its equally important to have a back up plan to secure the future of your family, just in case destiny has some other plans for you. We help you cut through the complexities of multiple products & find the right coverage for you.

Health insurance

Did you just say your employer provides health cover? In today’s volatile job market with frequent changes in employee benefits, don’t lean on the mediclaim provided by your employer. We guide you towards the right plan to cover yourself and your family.

Testimonials

Ashish has helped me relook at my approach towards investments. I am fully bought into his financial goals’ based investments approach now. Yet another area where I have gained immensely is his philosophy of keeping things simple – not too many funds in the portfolio, no moving around from X scheme to Y frequently & just doing things from a long term perspective, without letting the short term fluctuations bother you much.

Ashish has provided me lot of clarity in my approach to financial planning. While I always used to think I am financially savvy, Ashish showed the mirror to me which helped me realize my own biases in investing, which were somewhere blocking my progress. That’s why I highly recommended taking the services of an independent expert like Ashish, who are detached from the situation.

Ashish has simplified investments for me so much. I do not have much time or inclination to do all this on my own. He takes care of my mutual fund investments end-to-end, including selecting plans, tracking, reviewing, changes to my portfolio etc. The best part is that he lets me know the pros & cons of the available choices before any decision has to be made. This gives me a lot of comfort that I am taking informed decisions rather than just random calls.

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Take your first step towards  
right financial path

Schedule a consultation call now

Ashish Khatri  
Founder, Path2Goal

Path2goal is the website of Ashish Khatri who is registered vide ARN 278931 as a Mutual Fund distributor. This site should not be treated as a financial advisory website. AMFI certification in no way guarantees performance or provides any assurance of returns to investors. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

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