+91 98104 94678
info@trackmyfunds.in
Sector 13, Vasundhara, Ghaziabad, UP
AMFI ARN-309245 • SEBI APRN06118 Registered

Strategic finance for a confident future

Regular performance tracking
Personalized wealth strategies
Unbiased fiduciary advisory
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Institutional Wealth Advisory • 20+ Years Legacy

Your trusted partner in
financial success

Disciplined risk-adjusted asset allocation
Direct equity, PMS & debt optimization
Generational wealth preservation
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Personalized Financial Consultation

Schedule a Strategic Advisory Session

Gain absolute clarity on your investments, taxes, and family wealth — reach us at +91 98104 94678 or book online.

Core Capabilities

Institutional financial advisory across every life stage

Comprehensive wealth and corporate advisory solutions designed to preserve capital, optimize cash flow, and ensure lasting generational prosperity.

Wealth Management
Pillar 01
8 Solutions

Wealth Management

High-conviction portfolio management, regulatory-compliant alternative investments, and global market access.

Mutual Fund PMS / AIF SIF GIFT City +4 More
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Insurance
Pillar 02
9 Solutions

Insurance

Tailored protection plans safeguarding lives, health, assets, and business continuity against uncertainties.

Term Plan Traditional Plan ULIP Plan Health Insurance +5 More
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Financing Solutions
Pillar 03
6 Solutions

Financing Solutions

Competitive borrowing options with streamlined approvals and flexible tenure structures.

Home Loan Loan Against Property (LAP) Car Loan Overdraft Facility / CC Limit +2 More
Explore Financing Solutions
Goals Base Planning
Pillar 04
6 Solutions

Goals Base Planning

Strategic asset-liability matching to fund future expenses without disrupting daily cash flow.

Retirement Planning Children Education Planning Children Marriage Plan Buying A New House +2 More
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★ FULL SUITE ARCHITECTURE
35+
Financial Solutions Regulated by AMFI & SEBI

Comprehensive Catalog

Looking for bespoke corporate consulting, capital restructuring, and scalable business growth advisory? Explore our complete matrix.

✦ Mutual Funds & PMS ✦ Loans & LAP ✦ Health & Term Plans ✦ Trusts & Estate Wills
View All 35+ Solutions
Mutual Funds & SIPs Portfolio Management (PMS) Alternative Investment Funds (AIF) Fixed Income & Sovereign Bonds Retirement & Pension Architecture Comprehensive Life & Health Corporate Treasury Advisory Tax Minimization & Succession Mutual Funds & SIPs Portfolio Management (PMS) Alternative Investment Funds (AIF) Fixed Income & Sovereign Bonds Retirement & Pension Architecture Comprehensive Life & Health Corporate Treasury Advisory Tax Minimization & Succession
Financial Advisors Consulting
20+
Years of Experience
You Can Trust
Expert guidance

Your journey to financial freedom begins with clear, personalized strategies

Our leaders first identify the critical obstacles to forward progress and then develop a coherent approach to overcoming them. We define your financial mission, mitigate systemic risk, and prioritize actionable objectives.

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Unbiased, fee-only fiduciary financial planning
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Custom multi-asset diversification across markets
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Proactive tax minimization and generational wealth preservation
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Proven Track Record

Numbers that reflect our commitment to clients

₹0Cr+
Assets Advised & Managed
0+
Years Industry Experience
0%
Client Retention Rate
0+
Portfolios Successfully Managed
Our Partners

Partnered with India's Leading Fund Houses

We partner with premier SEBI & AMFI-registered Asset Management Companies (AMCs) to provide institutional-grade wealth and investment solutions.

HDFC Mutual Fund
ICICI Prudential Mutual Fund
Kotak Mutual Fund
Nippon India Mutual Fund
Bandhan Mutual Fund
Edelweiss Mutual Fund
Parag Parikh PPFAS Mutual Fund
Groww Mutual Fund
Quant Mutual Fund
HDFC Mutual Fund
ICICI Prudential Mutual Fund
Kotak Mutual Fund
Nippon India Mutual Fund
Bandhan Mutual Fund
Edelweiss Mutual Fund
Parag Parikh PPFAS Mutual Fund
Groww Mutual Fund
Quant Mutual Fund
Financial Tools

Smart Financial Calculators

Plan your investments, retirement, and wealth-building strategies with institutional accuracy. Click any calculator below for instant real-time computation.

SIP Calculator

Calculate your Systematic Investment Plan returns and plan your wealth creation journey

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Fixed Deposit (FD)

Calculate the maturity amount and interest you'll earn on your Fixed Deposit investment.

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PPF Calculator

Calculate PPF maturity with year-wise breakdown. 7.1% p.a. | 100% Tax-Free | EEE Status

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Mutual Fund Returns

Estimate returns on mutual fund investments

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NPS Calculator

Calculate National Pension Scheme benefits

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Compound Interest

Calculate compound interest on investments

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Step-Up SIP

Calculate returns with increasing SIP amounts

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SWP Calculator

Plan systematic withdrawal from investments

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Recurring Deposit (RD)

Calculate RD maturity amount and returns

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Client Case Studies

Transforming complex financial challenges into measurable success

Explore how our strategic advice and fiduciary execution have empowered entrepreneurs, business owners, and families to achieve enduring financial security.

Tax optimization for an entrepreneur
Tax Strategy

Tax optimization for an entrepreneur

Wealth growth for a business owner
Business Growth

Wealth growth for a business owner

Analytics based financial strategy
Financial Strategy

Analytics based financial strategy

Your long-term wealth partners
Wealth Management

Your long-term wealth partners

Clarity through trusted intelligence
Market Intelligence

Clarity through trusted intelligence

Performance focused advisory
Performance Advisory

Performance focused advisory

Driven by excellence

Principles that drive long term financial success

Greater shareholder value

Consistently generating strong financial returns, building strategic moats, and managing sustainable liquidity across market cycles.

Client-Centric approach

Tailored, transparent financial advisory designed to protect your wealth and achieve your specific family or enterprise aspirations.

Higher return on Investment (ROI)

Identifying asymmetric opportunities with prudent downside protection, disciplined asset allocation, and tax restructuring.

Driven by excellence Develop a coherent approach to overcoming obstacles and driving sustainable growth.
Client Testimonials

Trusted by entrepreneurs and industry leaders

See how our fiduciary advisory, capital management, and strategic tax planning have accelerated our clients' long-term prosperity.

59% Overall Company Growth

"Track My Funds transformed our cash flow forecasting. We scaled our manufacturing operations without taking on costly short-term debt."

Olivia Martin
Olivia Martin
Entrepreneur & Founder
55% Overall Company Growth

"The fiduciary advice and risk-managed portfolio restructuring gave me absolute peace of mind during highly volatile market cycles."

James Carter
James Carter
Private Investor
73% Overall Company Growth

"Their team is second to none. We saved substantial capital in tax restructuring in our very first year of partnership."

Shopify Binny
Shopify Binny
E-Commerce Business Owner
58% Overall Company Growth

"From estate planning to treasury management, their comprehensive approach is an invaluable asset to our company's leadership."

David Kim
David Kim
Tech Entrepreneur
59% Overall Company Growth

"Track My Funds transformed our cash flow forecasting. We scaled our manufacturing operations without taking on costly short-term debt."

Olivia Martin
Olivia Martin
Entrepreneur & Founder
55% Overall Company Growth

"The fiduciary advice and risk-managed portfolio restructuring gave me absolute peace of mind during highly volatile market cycles."

James Carter
James Carter
Private Investor
73% Overall Company Growth

"Their team is second to none. We saved substantial capital in tax restructuring in our very first year of partnership."

Shopify Binny
Shopify Binny
E-Commerce Business Owner
58% Overall Company Growth

"From estate planning to treasury management, their comprehensive approach is an invaluable asset to our company's leadership."

David Kim
David Kim
Tech Entrepreneur
65% Overall Company Growth

"Clear, actionable intelligence. Every financial review provides deep clarity on our bottom-line metrics and liquidity."

Robert Hayes
Robert Hayes
Managing Director
72% Overall Company Growth

"They helped us streamline budgeting, establish emergency reserves, and prepare for multi-state expansion seamlessly."

Emily Watson
Emily Watson
Business Owner
79% Overall Company Growth

"Exceptional service, institutional-grade analytics, and genuine partner mindset. We have expanded our portfolio exponentially."

James Morgan
James Morgan
Serial Entrepreneur
60% Overall Company Growth

"Their multi-asset diversification strategies significantly enhanced our family office returns while mitigating downside volatility."

Sophia Turner
Sophia Turner
Private Investor
65% Overall Company Growth

"Clear, actionable intelligence. Every financial review provides deep clarity on our bottom-line metrics and liquidity."

Robert Hayes
Robert Hayes
Managing Director
72% Overall Company Growth

"They helped us streamline budgeting, establish emergency reserves, and prepare for multi-state expansion seamlessly."

Emily Watson
Emily Watson
Business Owner
79% Overall Company Growth

"Exceptional service, institutional-grade analytics, and genuine partner mindset. We have expanded our portfolio exponentially."

James Morgan
James Morgan
Serial Entrepreneur
60% Overall Company Growth

"Their multi-asset diversification strategies significantly enhanced our family office returns while mitigating downside volatility."

Sophia Turner
Sophia Turner
Private Investor
★★★★★
4.8
Based on 6.8k+ verified client reviews
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Financial insights

Finance tips, market trends and expert guidance

Stay informed with actionable analysis, macroeconomic perspectives, and tactical wealth tips from our advisors.

✦ Let's Work Together

Ready to protect, grow, and institutionalize your wealth?

Partner with our AMFI & SEBI-registered fiduciary advisors for custom multi-asset portfolio architecture, proactive tax minimization, and multi-generational succession planning.

Schedule an Advisory Session Direct Line +91 98104 94678
Unbiased Fiduciary
AMFI & SEBI Registered
Zero Hidden Fees

Advisory Focus Areas

Multi-Asset Wealth Management

Tailored mutual funds, direct equities, PMS, AIFs, and sovereign bonds aligned with your life goals.

Budgeting & Corporate Treasury

Liquidity optimization, working capital buffers, and yield generation for companies and founders.

Insurance & Risk Consulting

Institutional term life, comprehensive family health coverage, and keyman corporate safeguards.

Tax & Estate Succession Planning

Smooth intergenerational asset transfer, family trusts, wills, and capital gains tax optimization.

★★★★★
₹500Cr+ Advised for 3,500+ Families