India's top CA-led, fee-only financial planners help you organise your goals, invest right, optimise taxes, and protect your family — with zero bias.
Why Trust Us
No commissions. No sales targets. Just pure, independent strategy designed exclusively around your financial future.
Built by practicing Chartered Accountants who understand the full picture — taxes, compliance, and wealth.
Mutual funds, insurance, business structuring, and tax — researched in depth before any recommendation is made.
We charge you directly — not the product companies. That's how we stay 100% in your corner. No hidden cuts, ever.
Our Approach
We study your income, goals, business structure, tax situation, and risk profile — holistically, not in silos.
A step-by-step plan covering investments, insurance, tax optimisation, and wealth creation — tailored to you.
We help you execute and document every decision — without pushing products or earning commissions.
Annual reviews, portfolio rebalancing, and continuous guidance as your life and goals evolve.
Our Experts
Chartered Accountant & Wealth Strategist
Specialises in comprehensive financial planning, investment strategy, and goal-based wealth creation for families and entrepreneurs.
@uncoverwithHarshitAsia Trusted Life Agents & Advisers Awards 2024
Chartered Accountant
Client Stories
"PlanYourWealth gave us a clear blueprint with zero product pushing. The peace of mind is priceless."
Sneha & Vikram D.
IT Professionals
"They didn't just advise on MFs; they restructured my entire estate and business insurance. Truly unbiased."
Rajiv K.
Tech Founder
"Managing finances in India from abroad was a nightmare until I found CA Manish. Unmatched HNI planning."
Arjun S.
NRI Business Owner
Your financial future is too important to leave to chance. Get a free, unbiased assessment from India's top CA-led team.
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