Everything your finances need, under one roof
Investment Planning
Equity and mutual fund portfolio creation, monitoring, and review. Buy/sell recommendations backed by research — not sales targets.
Comprehensive Financial Planning
Goal-based plans built on your full cash flow picture — covering investments, insurance, and tax in a single integrated strategy.
Mutual Fund Advisory
Annual or one-time advisory with portfolio review, monitoring, and tax-optimised rebalancing of your mutual fund holdings.
Tax Consultancy
Advance tax compliance, return filing, and year-round tax planning so your investments and income are always optimised together.
Simple steps to a stronger financial future
01
Share your picture
We start with a free consultation to understand your income, goals, current investments, and timeline — no jargon, no pressure.
02
Get your plan
We build a tailored strategy covering your portfolio, insurance gaps, and tax position — all mapped to your specific life goals.
03
Grow with confidence
Ongoing monitoring, periodic reviews, and timely rebalancing so your wealth stays on track while you focus on what you do best.
Built for the professionals who build India
One advisor, your entire financial life
No need to coordinate between your CA, insurance agent, and MF distributor. We hold the whole picture.
Truly fee-only, no conflicts
We earn only from your fees — never from product commissions. Our recommendations serve your goals, not our revenue.
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Most "advisors" in India earn commissions on what they sell you. Yellowsand is different — registered, accountable, and paid only by you.
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SEBI Registered Investment Advisor · Full regulatory compliance under SEBI IA Regulations
Investments are subject to market risks. Please read all scheme-related documents carefully before investing.
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If you earn it, we’ll help you keep and grow it
Tech professionals
ESOPs, RSUs, high salaries — and no time. We help engineers and PMs build real wealth beyond their monthly SIPs.
Doctors & consultants
Irregular income, high tax bracket. We structure your investments and insurance to protect and grow your earnings efficiently.
Self-employed professionals
Business income, no employer PF. We fill the retirement and protection gaps so your future is as secure as your business.
Regulatory Disclosure — Investor Complaints Data
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