SEBI-registered advisor (INA000020402)

Your Personalized Financial Plan - Built by SEBI‑Registered Part Time Investment Advisor

We build custom financial strategies, then help you execute — no fluff, no hidden fees.

Book a Consultation

Consult Now

We are committed to providing precise and well-researched financial advice that enables you to make informed decisions with confidence.

Your Path to a Smart Financial Plan

Your journey to smart investing—simple steps, secure process, expert guidance.

Schedule Step 1: Discover

Discovery & Goal Setting

Reach us via WhatsApp at +91 7738641305

Virtual Meetings

Secure & Confidential

Comprehensive Support

Your Path to a Smart Financial Plan

Your journey to smart investing—simple steps, secure process, expert guidance.

Schedule Step 1: Discover

Discovery & Goal Setting

Reach us via WhatsApp at +91 7738641305

Virtual Meetings

Secure & Confidential

Comprehensive Support

Your Path to a Smart Financial Plan

Your journey to smart investing—simple steps, secure process, expert guidance.

Schedule Step 1: Discover

Discovery & Goal Setting

Reach us via WhatsApp at +91 7738641305

Virtual Meetings

Secure & Confidential

Comprehensive Support

What We Do?

Client Profile & Diagnostics

Get a clear starting point with your risk profile, balance sheet snapshot, and monthly cash-flow plan.

(Risk Profiling • Balance Sheet Review • Budgeting & Cash-flow)

Client Profile & Diagnostics

Handled by CAs, CSs and legal experts.

(Risk Profiling • Balance Sheet Review • Budgeting & Cash-flow)

Goal Planning Coverage

Translate life milestones into funded, time-bound money plans.

(Goal Planning)

Goal Planning Coverage

Translate life milestones into funded, time-bound money plans.

(Goal Planning)

Investment and Asset Allocation

Build a diversified portfolio aligned to your goals and risk—then keep it disciplined.

(Asset Allocation • Investment Advisory)

Investment and Asset Allocation

Build a diversified portfolio aligned to your goals and risk—then keep it disciplined.

(Asset Allocation • Investment Advisory)

Protect and Preserve

Right-size your cover so one shock doesn’t derail your plan.

(Insurance Planning)

Protect and Preserve

Right-size your cover so one shock doesn’t derail your plan.

(Insurance Planning)

Debt Strategy

Pay down loans faster and cheaper with a structured repayment plan.

(Debt Planning • Debt Repayment Plan)

Debt Strategy

Pay down loans faster and cheaper with a structured repayment plan.

(Debt Planning • Debt Repayment Plan)

Optimize & Review

Lower the drag and stay on track with smart tax moves and periodic tune-ups.

(Tax Planning • Portfolio Review & Rebalancing)

Optimize & Review

Lower the drag and stay on track with smart tax moves and periodic tune-ups.

(Tax Planning • Portfolio Review & Rebalancing)

Why Clients Choose Ashry

Dive deeper as we unveil enhanced services, formulated to empower your financial journey further, beyond, and above.

SEBI‑Registered & Fully Transparent

We operate under SEBI registration (INA000020402), charge flat fees, and never accept hidden commissions.

Hands‑On Execution Support

We don’t just advise — we help you implement and monitor the plan.

Personalized Plans, Delivered Quickly

Within 2 weeks you’ll receive a strategy custom to your income, goals, and risk profile.

Adaptive & Continual Guidance

As your life changes, your plan evolves. We follow up regularly and adjust proactively.

Secure

Quick Services

Regular Follow-Ups

Expert Insight

Irregular Income Planning

Affordable Pricing

Why Clients Choose Ashry

Dive deeper as we unveil enhanced services, formulated to empower your financial journey further, beyond, and above.

SEBI‑Registered & Fully Transparent

We operate under SEBI registration (INA000020402), charge flat fees, and never accept hidden commissions.

Hands‑On Execution Support

We don’t just advise — we help you implement and monitor the plan.

Personalized Plans, Delivered Quickly

Within 2 weeks you’ll receive a strategy custom to your income, goals, and risk profile.

Adaptive & Continual Guidance

As your life changes, your plan evolves. We follow up regularly and adjust proactively.

Secure

Quick Services

Regular Follow-Ups

Expert Insight

Investment Help

Affordable Pricing

Why Clients Choose Ashry

Dive deeper as we unveil enhanced services, formulated to empower your financial journey further, beyond, and above.

SEBI‑Registered & Fully Transparent

We operate under SEBI registration (INA000020402), charge flat fees, and never accept hidden commissions.

Hands‑On Execution Support

We don’t just advise — we help you implement and monitor the plan.

Personalized Plans, Delivered Quickly

Within 2 weeks you’ll receive a strategy custom to your income, goals, and risk profile.

Adaptive & Continual Guidance

As your life changes, your plan evolves. We follow up regularly and adjust proactively.

Secure

Quick Services

Regular Follow-Ups

Expert Insight

Irregular Income Planning

Affordable Pricing

Discover Your Risk Profile in 30 Seconds

Take our quick risk quiz and see which investor profile matches you — risk‑averse, balanced, or aggressive

Take Risk Assesment Test

Empowering clients to take charge of their finances

"Ashry Financial gave me a clear, personalized investment plan. I feel confident about my financial future."
Shashwat
"Their advice is simple, practical, and aligned with my goals. Highly recommended!"
Kunal Kishan
"Debt repayment strategy saved me lakhs. Peace of mind at last!"
Priya Malik
"Transparent, tailored, and practical. I finally understand my investments, and it’s worth every rupee."
Rohit Bansal
"Quarterly reviews keep me updated effortlessly. I can focus on work while my money works for me."
Neha Bansal
"I wanted growth without reckless risk. Ashry’s plan balanced safety and returns perfectly."
Arjun SIngh
Specialist Doctor

"Ashry Financial gave me a clear, personalized investment plan. I feel confident about my financial future."
Shashwat
"Their advice is simple, practical, and aligned with my goals. Highly recommended!"
Kunal Kishan
"Debt repayment strategy saved me lakhs. Peace of mind at last!"
Priya Malik
"Transparent, tailored, and practical. I finally understand my investments, and it’s worth every rupee."
Rohit Bansal
"Quarterly reviews keep me updated effortlessly. I can focus on work while my money works for me."
Neha Bansal
"I wanted growth without reckless risk. Ashry’s plan balanced safety and returns perfectly."
Arjun SIngh
Specialist Doctor

"Ashry Financial gave me a clear, personalized investment plan. I feel confident about my financial future."
Shashwat
"Their advice is simple, practical, and aligned with my goals. Highly recommended!"
Kunal Kishan
"Debt repayment strategy saved me lakhs. Peace of mind at last!"
Priya Malik
"Transparent, tailored, and practical. I finally understand my investments, and it’s worth every rupee."
Rohit Bansal
"Quarterly reviews keep me updated effortlessly. I can focus on work while my money works for me."
Neha Bansal
"I wanted growth without reckless risk. Ashry’s plan balanced safety and returns perfectly."
Arjun SIngh
Specialist Doctor

Find Your Fit:
Advisory Plans for Every Stage

Our tiered plans let you pick the level of support you want — from basic guidance to full implementation + monitoring

One-Time Investment Planning

₹5,000 or 0.5% of AUM

(higher)

Feature/Service

Risk Profile

Goal Planning

Asset Allocation

Investment Advisory

Get This Plan

One-Time Debt/EMI Planning

₹5,000 or 0.1% of Loan

(higher)

Feature/Service

Risk Profile

Goal Planning

Balance Sheet Review

Debt Repayment Plan

Debt Planning

Get This Plan

Investment Planning + Quarterly Reviews

₹7,500 or 0.5% of AUM

(higher, annual)

Feature/Service

Risk Profile

Goal Planning

Budgeting

Asset Allocation

Investment Advisory

Portfolio Review

Quarterly Reviews & Monitoring

Get This Plan

Comprehensive Financial Planning

₹20,000 or 0.5% of AUM

(higher)

Feature/Service

Risk Profile

Goal Planning

Budgeting

Asset Allocation

Investment Advisory

Portfolio Review

Balance Sheet Review

Debt Repayment Plan

Debt Planning

Insurance

Tax

Quarterly Reviews & Monitoring

Follow-Up for 1 Year

Get This Plan

No hidden fees. Change or
upgrade your plan anytime.

Additional Service:

Follow-Up Rider: Up to 6 meetings/calls for a year - ₹3,500.
Direct Equity Investment Advisory: Contact for quotations (share email/phone).