InvestWithSaloniTrusted PartnerEvery engagement starts with a deep-dive discovery, translating life goals into investable milestones. Saloni blends smart asset allocation, tax-aware moves, and disciplined reviews so your money compounds without anxiety.
Research-driven equity plays
Curated baskets, quarterly rebalances, and concentrated conviction ideas.
Tax-aware cash flow planning
Section 80C optimisation, ESOP strategies, and milestone-based cash flow maps.
Quarterly milestone reviews
Consistent check-ins to keep you anchored and adjust for life events.
Blueprint Snapshot
45-60 daysOutcome
Actionable plan covering invest, protect, and withdraw strategies — no guesswork.
Pick a standalone engagement or combine stacks to create a comprehensive playbook that balances return, risk, and tax efficiency.
Open your Angel One Demat account anywhere in India with guided onboarding, KYC support, and instant activation updates.
Understand how to explore mutual fund options inside Angel One while we work toward full certification for personalised advisory.
Learn how to start, pause, or modify SIPs within the app with reminders, goal tracking, and clarity on each step.
Choose the right protection stack—life, health, vehicle, and general insurance—with guidance on coverage that fits your needs.
Each phase is collaborative and documented so you stay in control while benefiting from Saloni’s research depth and behavioural coaching.
We map your financial landscape, clarify outcomes, and define risk tolerance through guided conversations and data review.
Saloni crafts your wealth blueprint with asset allocation, fund selection, tax tactics, and execution playbook.
Quarterly reviews, rebalancing triggers, and milestone tracking keep the portfolio resilient and adaptive.
Share your present allocation, upcoming milestones, and financial aspirations. Saloni will prepare a readiness checklist before your call.
Book introductory call