We are committed to empowering individuals and businesses with strategic financial planning and wealth management solutions. With a strong focus on goal-based investments, risk management, and portfolio diversification, we help you secure your financial future while maximizing growth opportunities. Whether you’re planning for your child’s education, a dream home, retirement, or corporate financial strategies, we provide excellent guidance tailored to your unique needs.
Our approach is built on the principles of financial security, disciplined investing, and informed decision-making , ensuring that your wealth grows sustainably over time. We believe that financial success is not just about earning but about managing risks, optimizing savings, and investing smartly to achieve long-term stability.
My Portfolio Services was founded by a team of seasoned financial professionals and
Certified Financial PlannersCM, with extensive experience in investment management, wealth planning, and insurance solutions. Driven by the mission to simplify finance and make wealth-building accessible to all, the founders bring a strong understanding of financial markets and a passion for client success.
With in-depth knowledge across mutual funds, equity, PMS, AIF, insurance, and corporate financial solutions, they craft personalized, well-researched, and strategic investment plans. Guided by their vision and commitment to excellence, My Portfolio Services continues to be a trusted partner in financial growth and security.
Certified in global standards of ethical and professional financial planning.
Financial Planning Standards Board (FPSB) is the global standards-setting body for the financial planning profession and owner of the Certified Financial Planner certification outside the United States. FPSB develops, promotes, and enforces professional standards in financial planning to benefit the public and ensure that clients receive competent and ethical advice. With member organizations in over 25 territories, FPSB aims to build a global community of trusted financial professionals.
As a certified member of FPSB, I adhere to its rigorous standards of competence, ethics, and ongoing education, committed to providing clients with personalized and high-quality financial planning services.
Certified Financial PlannerCM credential is a globally trusted mark of excellence in the financial planning industry. It not only validates your expertise but also opens the door to long-term professional growth and client trust.
Certified Financial PlannerCM professionals guide individuals with integrity, helping them make informed and trustworthy financial decisions.
We help people align their income, savings, and investments to pursue dreams like home ownership, education, or a peaceful retiremWe
Through simplified and practical money guidance, Certified Financial PlannerCM professionals contribute to a more financially aware and confident India.
By promoting smarter financial habits, We help families build lasting security and peace of mind.
Whether it's family wealth, emergency preparedness, or managing uncertainty, Certified Financial PlannerCM professionals support people through life's financial ups and downs.
At My Portfolio Services, our goals align with your financial
aspirations.
We aim to:
Every investment decision is backed by research, analysis, and a commitment to helping you achieve your short-term and long-term financial goals with confidence.
We believe in sustainable and responsible investing, ensuring that our financial strategies align with long-term economic and environmental stability. By promoting diversified investments, risk management, and financial education, we help clients make ethical and forward-thinking investment choices that secure not just their future but contribute to a financially stable society.
Our investment approach includes:
By integrating sustainability into financial planning, we help clients achieve prosperity while making responsible financial decisions for the future.
Our philosophy is built on trust, transparency, and long-term financial well-being. We believe that wealth creation is a journey that requires a disciplined approach, risk management, and informed decision-making.
At My Portfolio Services, we don’t just manage money; we help you build a future of financial confidence and stability.