Personal Financial Planning

Available across Bengaluru

Right Horizons Wealth

Right Horizons Wealth

We help you build a step-by-step financial plan with custom asset allocation, goal tracking, SIPs, debt management, and emergency fund strategies, so your money works for your real-life needs.

1.1k

About

I’ve seen too many people stressed about money, making random investment choices, and not really sure if they’re on track. My job is to help you move from financial confusion to having a clear, practical plan so your money actually works for you.

How I Plan With You

  • I start by understanding where you stand and what matters most to you - your goals, your worries, and your future dreams.
  • Together, we make a real plan. Not just a bunch of investment tips. Think of it like a map with milestones for things like buying your first home, your kids’ education, or that dream retirement.
  • My approach is all about goal based wealth management. I break down what each goal could actually cost in the future (inflation hurts, yaar) and then show you how to reach them step by step.

What I Cover

  • Custom asset allocation for families and individuals, not just a one-size-fits-all model.
  • Systematic Investment Plan advice (SIPs) to help you grow wealth with discipline, even if you’re starting small.
  • Simple ways to manage high-interest debt without feeling stuck - sometimes, yes, paying off loans and investing at the same time.
  • Emergency fund planning so you’re never caught off guard by life’s surprises.

Who I Work With

I work with young professionals, couples, doctors, women building independence, and anyone planning for a secure future. If you want to get serious about your money, I’m here for you.

Peace of mind is the real goal. Let’s build it together.

Meet your Expert

Right Horizons Wealth

Right Horizons Wealth

13 connects in last 3 months

My Story

We’re Right Horizons, not your typical finance folks. We started out tired of seeing people stressed out by random market advice, so we built this place to actually listen and guide. Our team’s a mix of money nerds and real people—think expert webinars, but also chai breaks and potluck lunches. For us, it’s about sharing—ideas, wins, and honest plans—so your dreams and your money finally get on the same page.

My Work

All in one financial services - We cover personalized investment advisory, NRI wealth management, retirement and tax planning, strategic ESOP guidance, and PMS.

Plans made for you - No cookie-cutter stuff. We get your goals and build a plan that actually fits your life, not just your numbers.

Expert advice, always - Our team shares weekly bulletins, webinars, and one-on-ones—helping you handle market swings without panic.

Full picture money help - From budgeting and debt to growing and protecting your wealth, we’re with you for every step, not just the fancy investment bits.

© Speakleap Technologies Private Limited