Empowering you to take control of your money, make smart financial choices, and achieve your dreams through customized, strategic planning.
Trusted by 100+ satisfied clients
Projected over 25 years
Our certified financial planners work on a fee-based model, providing unbiased advice with your best interests at heart.
We don't push products for commissions. Our fee-based model ensures our recommendations are always in your best interest.
We take a 360-degree view of your finances, considering every aspect of your financial life to create a truly comprehensive plan.
Your dreams and aspirations drive our planning process. We create strategies that align with what matters most to you.
Empowering individuals and families to take control of their money, make smart financial choices, and achieve financial freedom.
We recognize that your financial situation is unique. Our planning process is tailored specifically to your goals, challenges, and opportunities.
We speak in plain language, not financial jargon. You'll always understand our recommendations and the reasoning behind them.
We don't just manage your finances—we teach you how to understand them. Our goal is to empower you to eventually become your own financial planner.
Financial planning isn't a one-time event. We build lasting relationships, adjusting your plan as your life and goals evolve over time.
We offer a complete suite of financial planning services designed to address every aspect of your financial life.
A 360-degree assessment of your entire financial situation with a tailored roadmap to achieve your goals.
Strategic planning to ensure you can retire comfortably and maintain your desired lifestyle in your golden years.
Strategies to minimize your tax burden legally and maximize after-tax returns on your investments.
Custom investment approaches based on your risk tolerance, time horizon, and financial goals.
Comprehensive analysis of your protection needs to ensure you and your family are properly covered.
Strategic planning for your specific life goals such as buying a home, funding education, or dream vacations.
No obligation, just a conversation about your financial goals.
This is how much your investments could grow over time.
Starting early gives your money more time to grow through compound interest. Even small amounts invested consistently can lead to significant wealth over time.
A 23-year-old investing ₹5,000/month for 25 years = ₹1.36 Crores at 14% return
A 35-year-old investing ₹10,000/month for 15 years = ₹61+ lakhs at the same return
Even small financial mistakes can derail your long-term goals. Here are common pitfalls to watch out for.
Many people invest in random SIPs without a comprehensive financial plan, leading to portfolio imbalance and missed goals.
Start with a comprehensive financial plan that aligns investments with specific life goals and timelines.
Investing everything without maintaining adequate emergency savings can force you to liquidate investments at the wrong time.
Build an emergency fund covering 6-8 months of expenses before focusing heavily on long-term investments.
Underinsuring yourself and your family can lead to financial disaster in case of unexpected health issues or accidents.
Secure adequate life, health, and disability insurance before focusing on wealth accumulation.
Making investment decisions based on market hype, fear, or tips from friends often leads to buying high and selling low.
Develop a disciplined investment strategy with clear rules and stick to it regardless of market fluctuations.
Working with a certified financial planner can help you avoid these common pitfalls and create a tailored plan for financial success.
See how our personalized financial planning has transformed the lives of our clients.
Working Professional
I started with just ₹7,000 SIPs with no real direction. ClearPath helped me build a solid portfolio and emergency fund. Now I'm saving for a home down payment and travel fund at the same time!
Started: Random investments, no emergency fund
After 1 year: 3-month emergency fund, structured SIPs
After 3 years: Home down payment fund, travel fund, insurance
Vice President, Parent of Two
With two children, we were stressed about their education and our retirement. ClearPath helped restructure our debt, secure proper insurance, and start focused SIPs for each child's education.
Started: Savings but no investments, inadequate insurance
After 1 year: Streamlined goal based investments, proper insurance secured (across all segments), emergency fund created
Now: Education funds for kids, retirement plan on track
Director, Parent of One
I could save but never got into investments to create wealth. ClearPath created a flexible budget and investment plan that adjusts to my post retirement requirements. I'm now consistently Investing and created fund for daughter's wedding.
Started: Irregular savings, no investment plan
After 6 months: Flexible budgeting system implemented
Now: Consistent Investments, retirement funds and daughter's wedding plan on track
Join our community of financially empowered clients.
We handhold you through every step of your financial journey, simplifying complexities and empowering you to take control.
We start with a comprehensive discussion about your current financial situation, goals, challenges, and aspirations. This helps us create a complete picture of your financial life.
Based on our discovery, we develop a comprehensive financial plan tailored specifically to your situation, with clear action steps and milestones.
We guide you through implementing each component of your financial plan, providing support and explaining each step along the way.
Financial planning is not a one-time event. We provide ongoing support, regular reviews, and adjustments as your life and goals evolve.
Let us guide you every step of the way.
We bring expertise, credibility, and a client-first approach to every financial relationship.
Our team consists of Certified Financial Planners (CFP) with the education, experience, and ethics to provide comprehensive financial guidance. We adhere to the highest professional standards in the industry.
As fee-based advisors, our recommendations are never influenced by commissions or third-party incentives. We are legally bound to act in your best interest.
We stay updated with the latest in financial planning through ongoing professional development, ensuring you receive the most current and effective strategies.
We maintain a limited client roster to ensure we can provide personalized attention and high-quality service to every client we serve.
Years of Combined Experience
Satisfied Clients
Client-Focused Approach
Corporate Workshops Conducted
Schedule a free 30-minute discovery call to discuss your financial goals and see how ClearPath Financial can help you achieve them.
Schedule a no-obligation 30-minute consultation to discuss your financial goals and see how we can help.
Get to know our team and approach to financial planning. We'll explain how we work and answer any questions you have.
Share your financial aspirations and concerns. We'll listen carefully to understand what matters most to you.
Receive preliminary suggestions and identify potential opportunities for improving your financial situation.
If there's a mutual fit, we'll outline potential next steps. No pressure – the decision to proceed is entirely yours.
Lead Financial Planner, CFP®
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We're committed to your financial success. If you're not completely satisfied with our initial consultation and planning approach, we'll refund your planning fees paid within the first 30 days, no questions asked.
We're accepting only 20 new clients this month to ensure personalized attention. 11 spots already filled.