A one-to-one video session with SEBI-registered advisers led by IIM graduates and CFA charterholders. You leave with a prioritised plan for your goals, your family's protection and your investments.
Video call · 100% money-back guarantee · No product selling
Money goes into products. Few people stop to ask whether those products add up to anything.
SIPs with no goal attached. You invest every month but can't say what the money is for.
Insurance that doesn't fit. Cover is too low, or it's an investment plan sold as protection.
No emergency fund. One job loss or hospital bill forces you to break long-term investments.
Tax saving in March panic. Last-minute products picked for the deduction, not for you.
Same ₹10,000 a month, same retirement age of 60. The only difference is when you begin.
Illustration assuming 12% a year. Not a promise of returns. Mutual fund investments are subject to market risks.
Try your own numbers in our SIP calculator →We check each one in your consultation, so you know which gaps to fix first.
What you want, by when, and how much you can set aside each month.
Liquid savings that cover surprises without touching your investments.
Term and health cover sized to your income, dependants and liabilities.
The right mix of equity, debt and other assets for each goal's time horizon.
Which loans to clear first, and when prepaying beats investing.
Lower tax legally, build a retirement corpus, and pass wealth on cleanly.
A score across all six pillars, so you see where you stand today.
What is missing: cover, savings, diversification, goal funding.
The few moves that matter most, in the order to do them.
Sent after the call, so you can act on it at your own pace.
Pick a slot. Pay ₹2,000 securely online.
Ten minutes on your income, goals and existing investments. It makes the call far more useful.
60 minutes with your adviser. Your written plan follows.
One session. One clear plan. Refunded in full if it isn't worth it.
Secure payment by Razorpay
Secure online payment · Slots are limited each week
MyInvestBuddy began with a conversation between two IIM classmates who saw families making money decisions without independent advice. Eight years and 500+ families later, the approach is the same: understand the person first, recommend second.
No. The consultation is a paid advisory session and you pay for the advice, not for a product. You're free to act on the plan anywhere you like.
Yes. Beginners often get the most out of it. We start from where you are and explain everything in plain language.
Message us on WhatsApp or email within 24 hours of the session saying it wasn't worth it. We refund the full ₹2,000 to your original payment method. No forms and no questions.
Fill the short questionnaire after booking. Keep your insurance policies and a list of investments and loans handy.
Your details are used only to prepare your plan and are never shared or sold.
Yes. MyInvestBuddy is a SEBI Registered Investment Adviser, registration no. INA000022445.
Book now, or message us first if you have a question.