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
Simple. Smart. Steady.
Mutual Funds are the most accessible way to grow wealth without needing to be a market expert. At EstaFin, we help you pick the right funds based on your goals, time horizon, and risk appetite, backed by data and expert guidance. Nothing complex, just simple, tailored investment advice that works.
Why Choose Mutual Funds?
A mutual fund pools money from many investors and invests it in a mix of assets like stocks, bonds, or money market instruments. The units you hold represent your share of the fund’s total value. The benefits include
- Professionally Managed
- Diversified Portfolio
- Affordable Entry Point
- Transparent & Regulated (by SEBI)
So, whether you're planning for your child’s education or saving up for a dream vacation, there’s a fund that fits.
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We learn about your goals, income, and comfort with risk.
Step 2: Match the Right FundsBased on your goals, we recommend:
- Equity Funds for long-term growth
- Debt Funds for stable income
- Hybrid Funds for balanced exposure
- Children Funds and Retirement Funds
We will set it up for you, and you can start investing.
Step 4: Monitor and AdjustWe monitor and do the rebalancing of your portfolio as per your goals.
Step 5: Review ReportsStay informed with easy-to-read reports on returns, fund performance, and tax implications.
Ideal for- People investing for the first time
- Salaried individuals with extra income each month
- Parents who want to build a fund for their children’s future
- Retirees looking for steady and safer returns
- Anyone who wants to diversify their investments without making it complicated
Why Choose EstaFin
- AMFI Registered Mutual Fund Distributor
- Digital simplicity
- Assisted by an experienced team
- Transparent, unbiased recommendations