I'm Darshan. I help Indian families, here and abroad, turn scattered investments into one complete plan you can actually understand.
Does this sound like you?
I have some SIPs, a few mutual funds and an LIC policy. I don't know if they add up to anything.
Money goes out every month. I couldn't tell you what it is for.
Someone sold me a policy years ago. I still can't explain what it does.
I earn well. I save every month. But none of it is connected to a goal.
You're not behind.
It just hasn't been put together yet.
Everything you own, on one page.
A plan for
starts with your goals: what you're saving for, how much each needs, and by when.
Then the investments that serve each one, the cover that protects them, and the tax you'd otherwise lose.
What you already have goes in: the SIPs, the policies, the FDs, the gold. Nothing undone for its own sake.
And we read it together every six months, so it keeps up with your life.
Darshan BorseARN-283719
It usually starts like this.
You: Hi Darshan. I've got a few SIPs, an LIC policy and some FDs, and honestly no idea if they add up to anything.
Darshan: They usually add up to more than people think. Let's find out: about 30 minutes on the phone, or across a table in Dhule or Pune, in Marathi, Hindi or English. Nothing to prepare.
You: Is there a minimum? Do I have to buy something?
Darshan: There's no minimum I insist on, and nothing to buy. We talk about what you have and what you're saving for. If I'm not the right person for it, I'll say so.
You: And then?
Darshan: Then I write it down. One page, with your name on it.
A plan for you
Reach out any time. I read every message myself and reply as soon as I can.
Darshan Borse, financial advisor. Dhule and Pune, and anywhere on WhatsApp. Read my story