About Birju Acharya

We are 12 Years old firm of professional team expertise in financial management.

Birju Acharaya is the founder of the firm and he is certified financial planner, Individual.

His Expertise with excellence, Results-driven, astute, and growth-focused professional, with wide-ranging experience in finance.

Expertise in portfolio management, new business development, financial planning and analysis, asset allocation and management, and equity and fixed income research and analysis.

Our firm works with individuals to meet short- and long-term financial goals. As Certified financial planner also have a good command of investments and security planning, estate planning, tax planning, employee benefits planning and insurance planning.

Awards

About Us

We understand complex legal and financial documents. Financial tools include developing a family budget, tax-sheltered investment plan, retirement savings and a major purchase timeline

Diverse views, common values and a team approach to creating better outcomes

How our approach in serving our clients sets us apart from other advisory firms

Nearly a century of experience understanding the markets and capitalizing on what lies ahead

What We Can Do For You

Portfolio Management Services (PMS)

It is a service offered by the portfolio manager, is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities managed by a professional money manager that can potentially be tailored to meet specific investment objectives.

Mutual Fund

Mutual funds work by pooling your money with the money of other investors and investing it in a portfolio of other assets (e.g., stocks, bonds). ... Mutual funds are typically managed by a fund manager, who picks all the investments in the portfolio

Child Education

Child Education Planning is a mix of investment and insurance that usually aids in financial planning for kids' future needs and requirements at the right age. ... Under a child policy, life cover is available as a lump sum payment at the conclusion of the policy term.

Insurance Planning

Insurance planning is to protect yourself, your family and loved ones, your home, your assets, or your business against unexpected events. The idea behind insurance is to get a group to contribute financially to a fund specifically designed to help individuals recover in the case of an unexpected loss.

Retirement Planning

Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk.

Financial Planning

Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. When you have a financial plan, it's easier to make financial decisions and stay on track to meet your goals.

How to Get Started?

To be an effective partner, we need to know you and your goals

The best way to get started is to simply phone, or contact us via email or contact form

It helps us to get know each other and ascertain whether our service will be of benefit for you

We set up a second meeting, which is the start of the planning process…