I once thought saving monthly was enough, but without a plan, I was drifting. Estafin Investments understood my goals and created a personalized plan suited to my income and risk profile. Now, I’m not just saving, I’m building a secure financial future.
Before Estafin Investments, my finances felt scattered. I was saving but without direction. As a working woman managing career and family, I needed clarity — and Estafin’s goal-based approach gave me that. Their team understood my goals and built a clear, step-by-step plan tailored to my needs
I’ve known Prakash Yalavatti since 2016, and he’s been more than a financial advisor — a trusted guide. With his clear and practical advice, I confidently purchased a home worth ₹1.5 crore. His constant support and personalized planning made every step smooth. I’m truly grateful for his guidance in helping us achieve our financial goals
Invest with Intention. Grow with Purpose.
Your life does have milestones. So should investing. At EstaFin, we convert goals like purchasing a property, ensuring your child's future, or early retirement into customized strategies that evolve with you.
Just a bright path to your dear ones.
What is a Goal-Based Investing (GBI) Approach?
Goal-Based Investing (GBI) is a client-focused wealth management approach that helps you grow your wealth by aligning your investments with your personal life goals, big or small.
Traditional vs. Goal-Based Investing: A Comparative Look
| Traditional Investing | Goal-Based Investing |
|---|---|
| Focuses on market returns | Focuses on life goals |
| One-size-fits-all portfolios | Personalized for each financial goal |
| Short-term thinking | Long-term strategic planning |
| Reactive | Proactive and intentional |
How does EstaFin Help You?
Step 1: Discovery and Goal SettingOur experienced advisors will gain a deep understanding of your financial background, life stage, and future goals.
- Buying a home within 5 years
- Fund for the child's education in 10 years
- Retirement corpus at age 55
- Vacation fund every 3 years
- Entrepreneurial venture in 8 years
You receive a pictorial goal chart that illustrates your journey, covering:
- The time horizon
- Your risk comfort
- Future value adjusted for inflation
- Monthly required investment
We create tailored portfolios using:
- Mutual Funds
- ETFs
- Equity (for advanced investors)
- Debt Instruments (Bonds)
- Tax-saving instruments
- Real estate or alternatives (if applicable)
We monitor progress, provide periodic reports, recommend adjustments, and enable reprioritization as life evolves.
Step 5: Real-Time Goal Tracking DashboardTrack your progress with detailed reports, including:
- Total investment to date
- Progress toward each goal
- Option to reprioritize or change goals
Ideal for
- Salaried employees or professionals planning families
- Dual-income households mapping out their future
- Mid-career professionals aiming for early retirement
- Business owners balancing short- and long-term needs
- Anyone seeking clarity, structure, and purpose in investing
Why Choose EstaFin
- AMFI Registered Mutual Fund Distributor & IRDAI Certified
- Digital simplicity
- Assisted by an experienced team (not algorithms)
- Transparent, unbiased recommendations
- Goal-tied strategy
- No pushy sales, just sound advice
Build Your Wealth, Your Way