Investment & Wealth Advisory
Financial Planning
FinSpyne helps you make your money work smarter. Our CAs — including CA Keshav Paul (CA, CS, MBA, CFA) — provide specific, research-backed investment recommendations based on your
income, risk appetite, and financial goals. No bias. No commission-driven advice. Just the right investment
for you.
Why professional financial planning matters
Most people invest based on tips, trends, or agent recommendations without
understanding the underlying risk or suitability.
A CFA-qualified advisor analyses the fundamentals before recommending any share,
fund, or instrument — protecting your money.
Smart financial planning works alongside your ITR — investments in 80C,
80D, NPS and ELSS reduce your tax while growing your wealth.
Our clients have stable, growing investment portfolios because we focus on
consistent, research-driven advice — not market chasing.
👤 Salaried Individuals
🏪 Business Owners
💻 Freelancers
✈ NRIs
🏢 Corporates
What we advise on
Shares & Equity
Mutual Funds (SIP & Lump Sum)
Fixed Deposits
PPF
NPS
ELSS (Tax Saving)
Debt Instruments
Portfolio review
Risk assessment
Goal-based planning
⭐ Led by CA Keshav Paul — CA · CS · MBA · CFA
Our financial planning practice is led by CA Keshav Paul, who brings expertise in financial planning, investment analysis, and wealth advisory backed by Big 4 experience and professional qualifications including CA, CS, MBA, and CFA.
What we need to get started
📄
Current income details (salary / business)
📄
Existing investment portfolio (if any)
📄
Financial goals (short-term and long-term)
📄
Monthly surplus available for investment
📄
Risk appetite discussion (we guide you through this)
Pricing
Standalone Service
₹500
per month
Monthly financial planning — detailed, specific investment recommendations based
on your risk profile and goals. Research-backed, CA and CFA reviewed.
Cancel anytime
⭐ Included in Prime
Part of Prime Plan
General investment advice on WhatsApp
Prime subscribers get general investment guidance as part of their ₹12,000/year plan.
For specific, detailed planning based on your portfolio — subscribe to the standalone service.
Included in ₹12,000/yr