SEBI-registered advisor (INA000020402)
SEBI-registered advisor (INA000020402)
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.
We build custom financial strategies, then help you execute — no fluff, no hidden fees.
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.
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.
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.
Discovery & Goal Setting
Reach us via WhatsApp at +91 7738641305
Virtual Meetings
Secure & Confidential
Comprehensive Support
What We Do?
01
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)
01
Client Profile & Diagnostics
Handled by CAs, CSs and legal experts.
(Risk Profiling • Balance Sheet Review • Budgeting & Cash-flow)
01
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)
02
Goal Planning Coverage
Translate life milestones into funded, time-bound money plans.
(Goal Planning)
02
Goal Planning Coverage
Translate life milestones into funded, time-bound money plans.
(Goal Planning)
02
Goal Planning Coverage
Translate life milestones into funded, time-bound money plans.
(Goal Planning)
03
Investment and Asset Allocation
Build a diversified portfolio aligned to your goals and risk—then keep it disciplined.
(Asset Allocation • Investment Advisory)
03
Investment and Asset Allocation
Build a diversified portfolio aligned to your goals and risk—then keep it disciplined.
(Asset Allocation • Investment Advisory)
03
Investment and Asset Allocation
Build a diversified portfolio aligned to your goals and risk—then keep it disciplined.
(Asset Allocation • Investment Advisory)
04
Protect and Preserve
Right-size your cover so one shock doesn’t derail your plan.
(Insurance Planning)
04
Protect and Preserve
Right-size your cover so one shock doesn’t derail your plan.
(Insurance Planning)
04
Protect and Preserve
Right-size your cover so one shock doesn’t derail your plan.
(Insurance Planning)
05
Debt Strategy
Pay down loans faster and cheaper with a structured repayment plan.
(Debt Planning • Debt Repayment Plan)
05
Debt Strategy
Pay down loans faster and cheaper with a structured repayment plan.
(Debt Planning • Debt Repayment Plan)
05
Debt Strategy
Pay down loans faster and cheaper with a structured repayment plan.
(Debt Planning • Debt Repayment Plan)
06
Optimize & Review
Lower the drag and stay on track with smart tax moves and periodic tune-ups.
(Tax Planning • Portfolio Review & Rebalancing)
06
Optimize & Review
Lower the drag and stay on track with smart tax moves and periodic tune-ups.
(Tax Planning • Portfolio Review & Rebalancing)
06
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
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 our quick risk quiz and see which investor profile matches you — risk‑averse, balanced, or aggressive
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
One-Time Investment Planning
₹5,000 or 0.5% of AUM
(higher)
Feature/Service
Risk Profile
Goal Planning
Asset Allocation
Investment Advisory
One-Time Investment Planning
₹5,000 or 0.5% of AUM
(higher)
Feature/Service
Risk Profile
Goal Planning
Asset Allocation
Investment Advisory
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
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
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
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
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
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
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
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
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
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).
Plan. Invest. Grow.
Start Your Journey Now
Plan. Invest. Grow.
Start Your Journey Now
Quick, customized financial planning with execution support for individuals and professionals alike.
Quick, customized financial planning with execution support for individuals and professionals alike.
Our Advisory Team
Meet the team backing your financial growth — people with experience, certifications, and a passion for clarity
Arpit Todi
Director at Ashry Financial
Arpit Todi
Director at Ashry Financial
Arpit Todi
Director at Ashry Financial
Anushree Agarwal
CEO at Ashry Financial
Anushree Agarwal
CEO at Ashry Financial
Anushree Agarwal
CEO at Ashry Financial
We would love to hear from you
Have questions or just want to say hi? Send us a message below
We value your perspective. Join us in creating a secure and prosperous financial future — starting today.
We value your perspective. Join us in creating a secure and prosperous financial future — starting today.
Corporate Office
31, 3rd Floor, Dhanushree Complex, Sigra, Varanasi – 221010, Uttar Pradesh, India
31, 3rd Floor, Dhanushree Complex, Sigra, Varanasi – 221010, Uttar Pradesh, India
Phone
+91 7738641305
+91 7738641305
We will reach out to you about 24 hours in work days
We will reach out to you about 24 hours in work days
SEBI Office Details :
SEBI Office Details :
SEBI Address
SEBI Bhavan BKC, Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra (East), Mumbai - 400051, Maharashtra
SEBI Bhavan BKC, Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra (East), Mumbai - 400051, Maharashtra
Telephone
+91-22-26449000 / 40459000
+91-22-26449000 / 40459000
Fax Number
+91-22-26449019-22 / 40459019-22
+91-22-26449019-22 / 40459019-22
WE'VE GOT YOU COVERED
Frequently Asked Questions
Q1: Who can avail Ashry Financial Services?
Q2: Are your advisors certified?
Q3: How do I start my financial planning journey?
Q4: How is the risk profiling done?
WE'VE GOT YOU COVERED
Frequently Asked Questions
Q1: Who can avail Ashry Financial Services?
Q2: Are your advisors certified?
Q3: How do I start my financial planning journey?
Q4: How is the risk profiling done?
WE'VE GOT YOU COVERED
Frequently Asked Questions
Q1: Who can avail Ashry Financial Services?
Q2: Are your advisors certified?
Q3: How do I start my financial planning journey?
Q4: How is the risk profiling done?