Salaried professionals
You have a steady income, many goals and little time to sort them out.
- Goal-based plans for home, education and retirement
- A clear SIP and fund roadmap
- Insurance and tax checked alongside investments
Financial Transformation Coach for Expatriates and Salaried Professionals
Clear money decisions for you and your family.
PriyaFincorp turns complex financial choices into simple, structured steps. We cover investments, insurance, tax, retirement and estate planning, so you can act with confidence.
AMFI Registered Mutual Fund Distributor | ARN-110892
- 10+Years in financial services
- 150+Client families
- ₹27 Cr+Client assets serviced
- 2Global credentials: CFP® and CTEP™
Figures as of October 2026. Client assets are investments serviced through PriyaFincorp. Past performance is not indicative of future returns. Mutual fund investments are subject to market risks. Read all scheme related documents carefully.
Who we help
Planning that fits your stage of life and your location
Whether you earn a salary in India or abroad, the goal is the same: a plan you understand and can follow.
NRIs and expatriates
You earn abroad and want your India-linked money to work in an organised way.
- Organise India investments while living abroad
- Understand NRE, NRO and FCNR options
- Keep FEMA and tax treaty (DTAA) points in view
- Plan remittances and rupee movement
Rules differ by country and by case. We involve a tax or legal expert where needed.
What we offer
Six areas, one joined-up plan
Each area connects to the next, so we look at the whole picture before you choose any product. See what we do directly and when we refer you to others.
Mutual Funds
Equity, debt and hybrid fund schemes, explained against your goals, time frame and risk comfort.
Learn moreFinancial Planning
A written, goal-based plan that connects your income, savings, insurance and goals.
Learn moreRetirement Planning
Work out how much you need, how much to save, and how to draw it later.
Learn moreInsurance Planning
Check if life and health cover match your responsibilities, before you pick a product.
Learn moreTax Planning
Keep tax in view when you invest, so your plan works after tax too.
Learn moreEstate Planning
Make sure the right people receive the right assets, without confusion later.
Learn more
How we work
A simple four-step process
Discovery
We understand your income, goals, family and comfort with risk.
Strategy
We design a plan for your short and long term goals.
Implementation
We help you put the plan in place with the mutual funds and products you choose.
Ongoing review
Regular reviews keep your plan on track as life changes.
Free tools
See the numbers before you decide
Try our SIP, goal, retirement, SWP, STP and EMI calculators. They show illustrations at the return you choose, with the assumptions in plain words.
Open the calculatorsExample: monthly SIP
- Monthly SIP
- ₹10,000
- Period
- 10 years
- Assumed return
- 10% a year
- Estimated value
- ₹20.7 lakh
Illustration at an assumed 10% a year. This is an example, not a forecast. Actual returns can be lower, and you can lose money.
Mutual fund investments are subject to market risks. Read all scheme related documents carefully.
Client voices
What people say about working with us
“Would recommend his engagement for goal planning for the future. It has helped me focus on my financial security.”
This is one individual’s view, quoted as given. It does not guarantee similar results. Mutual fund investments are subject to market risks. Read more
Request a free consultation
Tell us your goals. We will explain how we can help, with no obligation.