Financial Advisory · Bangalore

Financial Planning &
Wealth Management
in Bangalore

A personal advisory practice across Mutual Funds, Insurance and Tax Compliance - built on the old-fashioned idea that good advice is quiet, patient, and answered in person.

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Calm financial scene
What you can expect

A practice built on
four promises.

We don't run on scale - we run on attention. Every client gets the same quiet, careful, personal service, because that's the only kind we believe in.

1:1
Personal service

Every call, every review, every plan - handled personally, not by a call-centre.

3 in 1
Integrated advisory

Investments, insurance and tax - planned together, so nothing falls through the cracks.

0%
Client retention

Our best measure of trust is simple - clients who start, stay.

0hr
Response time

You'll hear back within one business day - usually sooner. Questions get answered, always.

What I do

Three pillars.
One integrated plan.

Most advisors stop at selling one product. I look at the whole picture - how your investments, protection and tax strategy work together - and build a plan that fits your life.

01

Mutual Fund
Distribution

Goal-based SIPs, lumpsum deployment, and portfolio reviews - built around real-life goals like retirement, education, home, and legacy.

  • Goal-based SIP design
  • Lumpsum & STP strategies
  • Annual portfolio review
  • Rebalancing discipline
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02

Insurance
Solutions

Term, health, and investment-linked cover - right-sized, not oversold. The protective layer that everything else stands on.

  • Term life (pure protection)
  • Family health cover
  • Critical illness riders
  • ULIP & savings plans
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03

Tax &
Compliance

ITR filing, proactive tax planning, and GST compliance - structured so you keep more of what you earn, legally and cleanly.

  • Individual & HUF ITR filing
  • Capital gains optimisation
  • GST registration & filing
  • Year-round tax planning
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"

Good financial advice is patient, personal, and planned - not pitched. The goal isn't to beat the market. It's to build a plan that survives decades and outlasts the noise.

- Daga Advisory · Working philosophy
SIP Calculator

See the
power of patience.

Drag the sliders to see how a monthly SIP can grow over time. The numbers update live - try different combinations to find a plan that works for your goals.

₹10,000/mo
₹500₹2,00,000
15 yrs
1 yr40 yrs
12%
4%20%
Projected corpus
₹0
Total invested ₹0
Estimated wealth gained ₹0

This is an illustration, not a guarantee. Actual returns depend on fund selection, market conditions, and time period. Mutual fund investments are subject to market risks - please read all scheme-related documents carefully before investing.

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How we work

A plan in four conversations.

- 01

Discover

A proper conversation - your goals, obligations, risk appetite, and what keeps you up at night.

- 02

Design

An integrated plan across investments, insurance and tax. Nothing overlaps, nothing is missing.

- 03

Deploy

Paperwork, product selection, and activation - handled end-to-end. You sign; life resumes.

- 04

Steward

Annual reviews, rebalancing, life-event updates, and tax-time calm. I stay beside the plan.

In their words

Trust built,
one plan at a time.

Frequently asked

Answers,
before you ask.

How much does your advisory cost? +
Most mutual fund and insurance work is covered by the standard regulated commissions paid by AMCs and insurers - there is no separate advisory fee for basic planning. For specialised tax and compliance work, we share a transparent quote upfront.
I already have investments - can you still help? +
Absolutely. Most of our best work starts with a portfolio review of what you already own. I'll tell you what to keep, what to switch, and what to stop - without any pressure to move everything.
Do you handle ITR filing for salaried professionals? +
Yes - salaried, business, HUF, capital gains, presumptive, ESOPs and more. Filing is typically completed within a few working days once documents are in.
Are you properly registered and regulated? +
Yes. All regulated activity is carried out under my personal registrations: an AMFI-registered ARN for mutual fund distribution, and a Bajaj Allianz agency code for insurance. "Daga Advisory Group" is the practice name under which I operate - the licences themselves are held personally, not by a company.
What's the minimum to start an SIP with you? +
Most mutual fund SIPs start from ₹500/month, though the right starting number depends on your goals. We'll figure it out together in a short conversation.
Start today

Let's build the plan
your future self will thank you for.

A 30-minute call, zero obligation. Come with questions - leave with clarity.

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