Why SIPs Aren’t Enough

Smart Planning for 2025

SIPs alone won’t cut it in 2025. Discover smarter ways to grow your wealth.

SIPs alone won’t cut it in 2025.
Discover smarter ways to grow your wealth.

Krishna M

KRISHNA M.

CEO - FINANCIAL PLANNING
STANDARDS BOARD, INDIA

What You'll Learn

Smart strategies to rethink your investments for 2025.

Why SIPs Aren’t Enough in 2025

Learn why the wildly successful “Mutual Funds Sahi Hai” campaign made SIPs popular — but also dangerously oversimplified. We’ll break down the gaps between perception and reality.

The New Rules
of Investing

Discover how goal-based planning transforms your SIPs from random fund picks into a mapped-out wealth journey. Whether it’s a house, education, or retirement — every rupee invested with direction.

Real Case Studies of Wealth Creation

We’ll walk you through relatable investor journeys and how personalized strategies helped them reach real-life goals.

Insights from the Financial Planning Board of India (FPSB)

Hear directly from Mr. Krishna Mishra, CEO of the Financial Planning Standard Board, on how investors can stay ahead of volatility, avoid herd behavior, and build wealth with confidence.

Tools You Can Use Today

Walk away with ready-to-use calculators and planning templates that show how much you need to invest, when to adjust, and how to course-correct — without needing an MBA in finance.

Live Q&A with a Diverse Panel

From industry veterans with 25 years of market insight to a literary chief shaping financial narratives and young CFPs on the frontlines of modern investing — our panel brings every perspective. Ask your questions, live and unfiltered

Fill the Form to show interest!

What You'll Learn

Smart strategies to rethink your investments for 2025.

Why SIPs alone won’t help you beat inflation & build true wealth

SIPs are simple and effective, but in a high-inflation world, relying solely on them may limit your growth. Learn how to expand your portfolio for sustainable returns.

The new rules of investing for 2025 (and beyond)

Markets have changed, and so have the rules. Discover updated frameworks for asset allocation, risk management, and tax efficiency that work in today’s economy.

How HNIs are using Bonds, PMS, and strategic allocation to stay ahead

Go beyond basics — understand how the wealthy diversify with debt, alternative products, and professional portfolio management.

How to build a goal-driven portfolio that actually works

Learn how to align your investments with life goals like retirement, education, or financial independence — and track progress with clarity.

Live Q&A — ask your toughest questions, no jargon guaranteed

Bring your doubts — our experts will simplify the complex and give you honest, actionable advice you can trust.

KRISHNA M.

CEO - FINANCIAL PLANNING STANDARDS BOARD, INDIA

Mr. Krishna M. is a purpose-driven leader and MD & CEO of FPSB India, dedicated to advancing financial literacy and world-class financial planning education. An alumnus of IIFT and EDII, he brings over 20 years of expertise in education, strategy, and leadership.

Recognized among GFEL’s Top 100 Leaders in Education, he is also a Chartered Manager Fellow (CMI, UK) and a Fellow of the Institute of Leadership & Management (UK). At FPSB India, he champions the CFP certification and drives the mission of financial empowerment for a Viksit Bharat 2047.

FPSB India Logo
CFP Logo
CMI Logo png
SEBI Logo
Krishna M

Ashvvy Investment

25 Years of Wealth Wisdom. Now, Shared with You.

This exclusive webinar is proudly hosted by Ashvvy Investment, a boutique wealth management firm with ₹300+ Cr AUM, a 3,000+ investor community, and a legacy built on trust, performance, and personalized advice.

Now, through this session, we’re opening the doors to our expertise — so you can make smarter investment decisions in 2025 and beyond.

AMFI logo
SEBI Logo
NISM Logo
Ashvvy Investment Founder

Not Your Average CFPs

The webinar is led by two next-gen leaders with a pulse on today’s investor mindset and a passion for simplifying finance. This isn’t your snooze-worthy finance gyaan. Buckle up for a session as equally engaging and interactive as it is insightful!  

Expect live games, trivia, and jargon-free real talk

CFP Logo
CFPs

KRISHNA M.

CEO - FINANCIAL PLANNING STANDARDS BOARD, INDIA

Mr. Krishna M. is a purpose-driven leader and MD & CEO of FPSB India, dedicated to advancing financial literacy and world-class financial planning education. An alumnus of IIFT and EDII, he brings over 20 years of expertise in education, strategy, and leadership.

Recognized among GFEL’s Top 100 Leaders in Education, he is also a Chartered Manager Fellow (CMI, UK) and a Fellow of the Institute of Leadership & Management (UK). At FPSB India, he champions the CFP certification and drives the mission of financial empowerment for a Viksit Bharat 2047.

FPSB India Logo
CFP Logo
CMI Logo png
SEBI Logo
Krishna M

Ashvvy Investment

25 Years of Wealth Wisdom. Now, Shared with You.

This exclusive webinar is proudly hosted by Ashvvy Investment, a boutique wealth management firm with ₹300+ Cr AUM, a 3,000+ investor community, and a legacy built on trust, performance, and personalized advice.

Now, through this session, we’re opening the doors to our expertise — so you can make smarter investment decisions in 2025 and beyond.

AMFI logo
SEBI Logo
NISM Logo
Ashvvy Investment Founder

Not Your Average CFPs

The webinar is led by two next-gen leaders with a pulse on today’s investor mindset and a passion for simplifying finance. This isn’t your snooze-worthy finance gyaan. Buckle up for a session as equally engaging and interactive as it is insightful!  

Expect live games, trivia, and jargon-free real talk

CFP Logo
CFPs

Reserve Your Spot For Free!!

Seats are limited to keep the session personal and engaging.

25 years ashvvy

What You’ll Walk Away With

This isn’t just a webinar — it’s a turning point in how you think about money.

A Fresh Perspective on SIPs

Understand their limitations and unlock full potential.  

A Smarter 2025 Game Plan

Actionable strategies tailored to the evolving financial landscape.

Portfolio Clarity
& Control

Know how to align your investments with life goals — not just market trends.

Confidence to
Take Action

No fluff, no jargon — just clear insights to help you move forward with purpose.

25 years ashvvy

Ashvvy's Journey

A Legacy of Trust, From 0 to 300cr in AUM

2000
SMALL BEGINNINGS, BIG DREAMS

We stepped into the world of finance with postal saving products

2007
READY TO SERVE WITH TRUST

Became SEBI-registered Mutual Fund Distributors

2008
CRASH TESTED, CLIENT PROVEN

Survived the 2008 crash when it mattered the most.

2019
TOGETHER, WE GREW

Evolving into a private limited company with our clients by our side.

2020
STRONGER THROUGH THE STORM

Surpassing ₹100 crore AUM even as Covid tested us — a proud milestone.

2022
GOING THE EXTRA MILE

Expanded our product basket with boutique products like PMS, AIF and more

2024
SAME VALUES, NEW ENERGY

Welcomed the next generation with 3000 happy investors 20+awards and 300cr AUM

2000

SMALL BEGINNINGS, BIG DREAMS We stepped into the world of finance with postal saving products

2007

READY TO SERVE WITH TRUST Became SEBI-registered Mutual Fund Distributors

2008

CRASH TESTED, CLIENT PROVEN Survived the 2008 crash when it mattered the most.

2019

TOGETHER, WE GREW Evolving into a private limited company with our clients by our side.

2020

STRONGER THROUGH THE STORM Surpassing ₹100 crore AUM even as Covid tested us — a proud milestone.

2022

GOING THE EXTRA MILE Expanded our product basket with boutique products like PMS, AIF and more

2024

SAME VALUES, NEW ENERGY Welcomed the next generation with 3000 happy investors 20+awards and 300cr AUM

Claim Your Registration Gift!

Unlock exclusive insights from Ashvvy's Dhan Tatva magazine— the complete wealth journal for 2025

From actionable goal planning charts to insights from industry experts and interactive games- this one has it all!

Dhan Tatva Mag

Stories From

OUR VALUED CLIENTS

Snippets of love from our recent 25th anniversary celebration

 

Devika Mukherjee
Devika Mukherjee

Interior Designer

Like any other housewife, I didn't worry about finances much, my husband handled everything. One unfortunate day he passed away leaving me with grief and confusion about how to move forward. It was then that I came to ashvvy investment for guidance and it changed the way I viewed finances, forever. Deepak and Banita Ji sat with me for hours and guided me at every step of my financial journey. I am so thankful for them.

Reena Jakodia
Reena Jakodia

Company Secretary

Nowadays everyone is saying that “Mutual Funds Sahi hain”, but personally I feel they're only right when handled by the right people. I had a horrible experience with my previous distributor. A wedding in my house was just around the corner and they invested my money in risky assets. I had to face huge losses. That's when I came to Banita and Deepak Ji, and I’ve never been happier and more satisfied with my fiances.

Kevin Cyril Peter
Kevin Cyril Peter

HR coordinator, Fujitsu

I have always wanted to get all my investments in one place. Ashvvy is the best place to do so, they manage my portfolio in a very neat way. I am always in touch with my portfolio and reviews.The journey with ashvvy has been a great experience.

Richa Misra
Richa Misra

Teacher

I love the Ashvvy Investment family. Deepak and Banita Ji are one of the rare couples in Kanpur city that started their career together and made it big together. Whenever I'm passing nearby the office, I make sure to stop and have a cup of tea with them. They not only helped me understand my finances but also make me feel so comfortable talking about life that I feel like a part of this family.

Khurshid Beig
Khurshid Beig

Leather Entrepreneur

​It's been great working with Ashvvy Investment. Since you guys are handling our portfolio our queries are solved on a priority basis and we get regular updates on IPO'S good job guys keep it up👍👍👍👍

Puneet Awasthi
Puneet Awasthi

Construction Entrepreneur

Ashvvy investment is a platform for Growth. Your trust and faith for the long term for large value on Ashvvy investment.

Alok Rai
Alok Rai

Cororel Govt of India

A very professionally created Office by an extremely creative Couple - Deepak & Banita, who have proved their mettle in the competitive world of Investment avenues. The place pulls you to its environs, by its sheer magic of positivity and professional warmth. Wishing my dear friends boundless success in all their future endeavors in their favorite playfield... Investment Opportunities…

P.K Jain
P.K Jain

Retired Legal officer JK org.

A reliable, honest place for all types of investment and financial solutions...very good services👌

Jiwesh Singh
Jiwesh Singh

Residence Engg. , NHAI Consultant

Thanks a ton for preparing my financial plan. I am actually really thankful for the commitment, thoroughness, and the professionalism that you put into it, it has definitely helped me in making the key decisions I need to take on early retirement.

Our Partners

Register for the

Free Webinar

Why SIPs Aren’t Enough — Smarter Investing for 2025

What You’ll Get:


Frequently Ask Questions

Clear, practical guidance for smarter investing

Who is this webinar for?

Anyone serious about long-term wealth creation — whether you’re a first-time investor, working professional, or HNI looking to refine your strategy.

Will this be too advanced for beginners?

Not at all. We break down concepts simply, without jargon — but still deliver value even seasoned investors can apply.

What will I need to attend the webinar?

Just a stable internet connection. You’ll receive the link and reminders once you register.

Will there be a recording if I miss it?

Yes, all registered attendees will receive the full recording via email after the session.

Is this a sales webinar?

No. It’s an educational session designed to empower you with better financial decision-making. No product pushing, we promise.