Own house
A dedicated SIP that grows alongside your down-payment timeline.
FinsoKart is an independent financial products marketplace — mutual funds, insurance and fixed income distribution aligned with your long-term wealth goals.
A quick, rough projection — not a guaranteed return.
SIP or lumpsum, across 40+ AMCs — picked for your goal and risk appetite, not for the highest commission.
Pure protection cover so your family's plans don't depend on you being around to fund them.
Compare family floater and individual plans side by side before you commit to a premium.
Motor, home and travel cover — the everyday risks a financial plan still needs to account for.
Government, PSU and corporate bonds for the part of your portfolio that shouldn't move with the market.
Rated company FDs offering a step up over bank FD rates, screened by credit rating first.
Retirement-focused NPS accounts and PMS for portfolios that need active, hands-on management.
A dedicated SIP that grows alongside your down-payment timeline.
Short-to-medium horizon investing, matched to when you actually need the money.
Separate the fun goals from the serious ones so neither gets shortchanged.
Education inflation runs ahead of general inflation — the plan should account for that.
A corpus sized to replace your income, not just "whatever's left over."
Plan the budget years in advance so it's funded, not financed.
Tapan Shah spent 14+ years in corporate finance and treasury roles before becoming an AMFI-registered Mutual Fund Distributor. That background means conversations about your money start with cash flow and risk, not product pitches.
FinsoKart works with 40+ AMCs, so the fund shortlist is built around what fits your goal and time horizon, not a limited in-house shelf.
More about TapanA short conversation on what you're investing for and when you'll need it.
Mutual funds, insurance or fixed income — sometimes a mix — sized to the goal.
100% paperless onboarding and transaction setup, with periodic portfolio reviews.
No obligation, no pressure — explore suitable products aligned with your goals.