Investment advice to power
your finances.
"Personal finance plays a crucial role in everyone’s life. Guidance from a professional investment advisor can enhance your financial planning and support you in reaching your investment goals."
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Expert Financial Advice
Professional guidance to help you make informed investment decisions
What Is Investment Advice?
Professional guidance to help you make smarter financial decisions—whether it's choosing the right mutual fund, planning your taxes, or growing your savings.
Who Can Advise?
Only SEBI-Registered Investment Advisors (RIAs) are legally allowed to give investment advice in India.
Do You Need Advice?
- Don't have time to manage finances
- Feel unsure about where to invest
- Made poor investment decisions
- Need expert guidance for goals
- Starting your investment journey
- Need tax-saving strategies
Good Advisor Traits
Advisor Fee Structures
| Type | Fee Structure | Cost Range |
|---|---|---|
| Commission-Based | % of assets/year | 0.5% – 2% |
| Fee-Based | Fixed annual fee | ₹10,000 – ₹50,000 |
| Consultant | Per hour | ₹1,000 – ₹3,000 |
| Monthly Advisor | Per month | ₹5,000 – ₹10,000 |
Where To Invest ₹10,000?
Low Risk
Fixed Deposit (FD)5% – 6%
Expected annual returns
Medium Risk
Mutual Funds8% – 10%
Expected annual returns
High Risk
Blue-Chip Stocks12% – 15%
Expected annual returns
Why Get Advice?
- Better investment decisions
- Proper tax planning
- Portfolio tracking
Plan Your Personal Finance with Keys Fintech
Tailored investment advice that aligns with your life goals, cash flow, and future aspirations
Why Personal Finance Planning Matters
Save for major goals
Home buying, education, or life milestones
Protect your family
Right insurance and emergency funds
Stress-free retirement
Plan for your golden years
Beat inflation
Grow wealth through smart investing
Manage debt
Reduce liabilities efficiently
Align with life changes
Adapt to career or business shifts
What Keys Fintech Offers You
Goal-Based Planning
Tailored investments for travel, education, or early retirement
Risk Assessment
Understand and manage risk based on your age and income
Cash Flow & Budgeting
Track spending and improve savings habits
Tax Optimization
Smart investment choices to reduce tax legally
Portfolio Reviews
Regular rebalancing based on life changes
What You Can Expect
| Your Need | What We Deliver |
|---|---|
| Clarity on financial goals | Clear, actionable investment roadmap |
| Help with decisions | Expert, unbiased guidance |
| Long-term wealth | Personalized growth portfolio |
| Tax planning | Customized tax-saving plans |
| Confidence | Ongoing support and insights |
Your Financial Journey, Our Guidance
We understand every financial journey is unique. At Keys Fintech, we don't just give advice—we become your partner in progress.