SEBI-AMFI Registered

Expert Financial Guidance
Your wealth, our mission.

Asset Inbox is a comprehensive advisory firm specializing in financial planning, investment management, wealth preservation, and retirement solutions. Founded by Krishnaraj V.

SEBI-AMFI Registered

ARN-269471

Rs.3 Crore+

Assets Under Management

100+ Investors

Across India

Our Services

Services

What we actually do.

01Personal Financial Planning

Creating a customized roadmap for your financial future.

We help you define your financial goals, assess your current situation, and build a comprehensive plan that covers budgeting, savings, tax efficiency, and long-term wealth creation. Every plan is tailored to your unique needs and life stage.

Goal-Based PlanningTax EfficiencyCash Flow ManagementRisk Assessment
02Investment Management

Optimize your portfolio for growth and stability.

From mutual funds and SIPs to bonds and fixed deposits, we construct diversified portfolios aligned to your risk appetite and return expectations. Regular reviews ensure your investments stay on track through every market cycle.

Mutual Funds & SIPBonds & FDsPortfolio RebalancingPerformance Tracking
03Wealth Preservation

Protect and grow your wealth with strategic planning and risk management.

We combine insurance solutions, alternative investments like P2P lending and fractional real estate, and disciplined asset allocation to safeguard what you have built while continuing to grow your net worth over time.

Insurance PlanningP2P LendingFractional Real EstateAsset Allocation
04Retirement Planning

Simplify the process of planning for a secure retirement.

Whether retirement is decades away or just around the corner, we build a strategy that ensures financial independence. We model scenarios, optimize your savings rate, and select the right mix of instruments to generate reliable post-retirement income.

Retirement CorpusPension PlanningPost-Retirement IncomeInflation Protection
Our Process

Process
written down, owned by you.

  1. Understand your goals

    1–2 sessions

    01

    We listen before we recommend anything

    Every financial journey starts with understanding you. We take time to learn about your financial goals, risk tolerance, life stage, family commitments, and existing obligations. Whether you are saving for your child's education, planning for retirement, or building wealth — we listen first so every recommendation is grounded in your reality.

  2. Build your financial plan

    1–2 weeks

    02

    A roadmap tailored to your life stage

    We create a comprehensive financial plan that covers investments, insurance, tax saving, emergency fund allocation, and retirement planning. This is not a generic template — it is a personalised roadmap that accounts for your income, expenses, liabilities, and long-term aspirations.

  3. Select the right instruments

    1 week

    03

    From mutual funds to bonds — the right mix for you

    We curate a portfolio from mutual funds (large cap, mid cap, ELSS for tax saving), SIPs for disciplined investing, insurance for protection, bonds for stability, and fixed deposits for liquidity — all selected based on your goals and risk profile. Every instrument has a clear purpose in your plan.

  4. Execute and invest

    3–5 days

    04

    Seamless onboarding and investment setup

    We handle the entire execution — KYC verification, SIP registration, lump sum investment processing, and insurance policy issuance. All paperwork and compliance is managed by us so you can focus on your life, not forms.

  5. Monitor and rebalance

    Ongoing

    05

    Ongoing portfolio review — not just annual check-ins

    We conduct quarterly portfolio reviews, rebalance your investments when markets shift, identify tax harvesting opportunities, and adjust your plan for life events like marriage, a new child, or a career change. Your portfolio evolves as your life does.

We will give you a specific timeline after the first consultation.

Our Impact

Our Impact

Quick overview of our financial insights.

Figures reflect current firm data. Past performance is not indicative of future results. All investments carry risk.

Updated as of FY 2026-27·Figures verified against AMFI records
Rs.0 Cr+

Assets Under Management

Across mutual funds, bonds, and alternatives

Growing
0+

Successful Investors

All referral-driven

Steady growth
0+

Years in Finance

Industry experience since 2019

And counting
Rs.0 L+

Insurance Distributed

Across life and health

Full coverage
AMFI Registered DistributorSEBI CompliantARN-269471EUIN-E505886

Wealth Calculator

See what your wealth could become.

Pick a starting point — or tap a scenario — and watch compounding in real time.

You'll have

Rs. 85.00 L

From Rs. 5.00 L over 25 years at 12.0%17.0× your money

Tap bars for year values
Rs. 5.00 L

Drag, or pick a preset below

12.0%

Indian equity MFs avg ~12% long-run (net of fees)

25 years

Time is the biggest lever in compounding

Profit

Rs. 80.00 L

10 more years → Rs. 2.64 CrAvg growth → Rs. 26,667 / moCost of waiting 5y → Rs. 36.77 L

Illustrative. Compounding is annual, assumes the stated rate net of fees, and ignores taxes, withdrawals, sequence-of-returns risk, and inflation. Past performance is not indicative of future results. The full plan we deliver to clients models thousands of scenarios — see our Process.

About Us

About Us

Your trusted financial partner.

Krishnaraj V

Wealth Architect & Founder

AMFISEBI

Krishnaraj V is the founder of Asset Inbox, a SEBI-AMFI registered financial advisory firm. With over 5 years of experience in the financial industry, he specializes in mutual funds, SIPs, insurance, bonds, fixed deposits, loans, P2P lending, and fractional real estate. His client-first philosophy and deep market knowledge have helped over 100 investors build and preserve wealth.

Client-Centric ApproachExpert GuidanceBest Financial SolutionsCommitment to Integrity

Our Mission

Empowering Financial Futures

AMFISEBI

Asset Inbox is committed to providing comprehensive financial advisory services that empower individuals and families to achieve their financial goals. We believe in transparent, unbiased guidance and work tirelessly to find the best solutions for every client, regardless of their investment size.

Transparent AdvisoryUnbiased GuidanceGoal-Based PlanningLong-Term Partnerships

Our Approach

Personalized Wealth Management

ARN-269471EUIN-E505886

We take a holistic approach to wealth management, considering every aspect of your financial life. From creating a customized financial plan to managing investments and protecting your assets with the right insurance, we ensure every decision is aligned with your long-term objectives.

Holistic PlanningDiversified PortfoliosRisk ManagementRegular Reviews

Our Values

Built on Trust and Integrity

AMFISEBI

At Asset Inbox, integrity is not just a value — it is the foundation of everything we do. We are committed to full transparency in our recommendations, fees, and processes. Every client relationship is built on trust, and we measure our success by the financial well-being of those we serve.

Full TransparencyClient FirstEthical PracticesContinuous Learning

5+

Years Experience

100+

Investors Served

Rs.3 Cr+

AUM

100%

Client Satisfaction

Testimonials

Testimonials

5.0 · Verified Google reviews
AssetInbox has truly transformed the way I manage my finances. With their expert guidance, I feel confident about my financial future. They take the time to understand my goals and provide personalized solutions that align perfectly with my needs. I highly recommend AssetInbox to anyone looking for reliable financial advice!

Kaavyaa Nagarajan

Lead, BhawanCybertek

Testimonial shared with permission.

View all testimonials on Google

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FAQ

Frequently asked questions.

Answers to common questions about Asset Inbox and our services. Don't see yours here? Reach out directly.

Yes. Asset Inbox is an AMFI registered mutual fund distributor with ARN-269471 and EUIN-E505886. We operate in full compliance with SEBI guidelines and AMFI regulations to ensure transparent and trustworthy financial advisory services.

Get In Touch

Ready to transform your financial future?

Reach out for a free consultation. We will review your financial situation, answer your questions, and help you take the first step towards building lasting wealth.

SEBI-AMFI Registered5+ Years ExperienceRs.3 Crore+ AUM100% Client Satisfaction

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