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Ashish Khatri

Ashish Khatri,
Founder - Path2goal

  • AMFI-registered Mutual Fund Distributor
  • POSP certified for life & general insurance

Goal based investing is more about you & less about which plan or scheme to invest in

I moved into personal finance space as I am hugely motivated by the prospect of sharing some of my money management principles with you and playing a part in you & your family’s journey towards meeting your financial goals. In my 18-year journey as a DIY investor (for self & friends/ relatives), I have seen & sailed through multiple market cycles by following certain long term goal based planning principles.

It’s a surprise that a key life skill like financial planning is not imparted as part of our formal education. And the moment we step into our careers, we are bombarded with complex financial mumbo jumbo. I strive to take complexity out of this process for you and keep you as the fulcrum around which the entire financial planning needs to happen.

Past Life


  • I have been a marketer holding senior roles in organizations like Amazon, Jio, Vodafone, ICICI Bank etc.
  • I have also consulted with many start- ups on marketing. 

  • I have done MBA (with dual specialization in Finance & Marketing) from IMT, Ghaziabad.