Safety
Contingency Planning
Build a robust emergency fund and safety net tailored to your lifestyle and obligations.
AMFI registered MFD & IRDAI Insurance Advisor
ThePowerofGoodAdvice
Our Goal is to make complex financial matters feel simple, structured and stress free
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What we do
Services and products designed around your life
Five core practice areas. One coherent plan. All aligned to a single fiduciary standard — Devashree.
Services
Protect
Insurance Planning
Life, term, health and general insurance — structured with zero product bias to protect what matters most.
Goals
Goal Based Investment Planning
Align every rupee to a purpose — home, education, wedding, or any life milestone you envision.
Golden Years
Retirement Planning
Pension planning, corpus structuring, and income planning for a secure and comfortable golden era.
Legacy
Estate Planning
Succession planning, will & trust advisory, and estate optimisation passed on with dignity.
Products
A curated shelf of financial instruments — each selected to serve your plan.
Mutual Funds
Diversified equity, debt and hybrid funds for every risk appetite and time horizon.
Portfolio Management Services (PMS)
Professionally managed, customised equity portfolios for high-net-worth investors.
Alternative Investment Fund (AIF)
Access to curated alternative strategies — private equity, real assets and more.
Specialised Investment Fund (SIF)
Disciplined, specialised investment strategies designed for long-term wealth creation.
Insurance
Comprehensive insurance products spanning life, health and general insurance.
Bonds
Fixed income and government bonds to stabilise your portfolio and generate predictable returns.
About Us
Building a future you can feel confident about
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AUE
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Years of Experience
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Clients
Our Mission
Mission
Empowering investors to map, track and crack milestones through tailor made plans.
Our Vision
Vision
To make disciplined financial planning a way of life for every individual.
With over 20 years of experience, we have been trusted partners to individuals and families in navigating their financial journeys.
Our approach is simple yet powerful: understand your life goals first, and then align your finances to support them. We offer a comprehensive suite of services including wealth management, retirement planning, insurance planning, estate planning and other services — designed to work together seamlessly.
Meet The Team
People who care about your money
Our dedicated team combines deep financial expertise with a personalised approach to help clients build, protect, and grow their wealth.
Supriyaa Kubal
Founder
Jinal Mehta
Marketing
Aditya Hirve
Research Analyst
The Process
A five-step financial plan shaped by 20+ years of experience
A rigorous, transparent method — refined over 20 years of practice.
- 01
Understanding your Goals and Risk Appetite
- 02
Review your Existing Portfolio
- 03
Build a Personalised Financial Plan
- 04
Implementation of the Plan
- 05
Monitor and Review
Success stories
Real families. Real outcomes.
“We finally understand our money. The written plan gave us a shared language and a real path to FI by 50.”
“Zero product bias. Clear fees. My insurance and MF portfolio were rebuilt from first principles — I sleep better.”
“Quarterly reviews are the calmest hour of my quarter. iYojana treats my family's plan as seriously as my cap table.”
“Even as a finance professional, I outsource my own planning here. Rigour, discipline, no noise.”
“The retirement model showed me trade-offs I'd never considered. Decisions became obvious.”
Our Happy Clients
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FAQ
Clear answers to your investment and insurance queries
Still curious? Book a free 30-minute discovery call — no obligation, no pitch.
Book discovery callWe offer financial planning, mutual fund investments, insurance solutions, retirement planning, tax-saving strategies, and wealth management tailored to your financial goals.
Contact
Let's design your next decade.
One conversation. Zero pressure. Come with your questions — we'll come with the whiteboard.
Get in Touch
- OfficeOffice 11, 1st Floor, Dosti Shoppe Link,Dosti Acres, Wadala(East), Mumbai, Maharashtra 400037
- Phone9967571463
- Emailsupriyaa@iyojana.com
AMFI Registration Number: ARN 44645
Validity Period: 30/10/2024 to 04/01/2028