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AMFI Registered · ARN-346031

Shastri Financial Services

"Wealth built on trust, one SIP at a time."

Independent, goal-based wealth management for individuals and families who believe long-term discipline matters more than short-term noise.

Book a Free Consultation Free Calculators
Independent & Unbiased Goal-Based Investing AMFI Registered
The Power of Compounding
₹23.2 L
₹10,000/month SIP over 10 years @ 12% p.a.
+93%
Year 1Year 5Year 10
Illustrative only. Mutual Fund investments are subject to market risks.
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About Me

A Trusted Partner for Your Financial Journey

I am an independent, AMFI-registered Mutual Fund Distributor dedicated to helping individuals and families grow their wealth through disciplined, goal-based investing. No corporate agenda, no product quotas, just honest guidance aligned entirely with your interests.

Currently guiding ₹1.5 Lakh+ in monthly SIP commitments and managing ₹15 Lakhs+ in assets across a growing, trust-first client base. Six months into this practice, and backed by 5 years of hands-on experience in the stock market and trading.

Every client relationship begins with a conversation, not a proposal. I take the time to understand where you are, where you want to go, and then build a practical, personalised investment roadmap to get you there.

AMFI Registered Goal-Based Investing Independent Advisor Long-term Focus
Tilak Chandra Shastri, AMFI Registered MFD

The Process

Simple. Transparent. Yours.

No complicated paperwork, no jargon. Here's exactly what working with me looks like.

1

Free Consultation

A relaxed 20-30 minute call where I understand your goals, income, and where you currently stand. No forms, no commitment.

2

Personalised Plan

I map a goal-by-goal investment plan: right funds, right SIP amounts, right timeline. Tailored entirely to your life, not a template.

3

Invest & Stay on Track

We start your SIPs and I check in regularly, reviewing, rebalancing, and adjusting as your life evolves. This is a long-term partnership.

What I Offer

Services Designed Around Your Goals

Every service I offer is built on a single principle: your financial outcomes come first. No hidden incentives. No one-size-fits-all solutions.

SIP Planning & Management

Systematic, disciplined investing tailored to your income, risk appetite, and time horizon.

  • Fund selection & onboarding
  • SIP amount optimisation
  • Step-up planning as income grows
  • Regular performance tracking

Goal-Based Investment Advisory

Map every rupee you invest to a specific goal: retirement, a home, your child's future.

  • Goal identification & prioritisation
  • Corpus calculation & timeline
  • Dedicated fund allocation per goal
  • Progress reviews & course corrections

Portfolio Review & Rebalancing

Your portfolio should evolve as markets move and your life changes. I ensure it stays on track.

  • Annual & trigger-based reviews
  • Asset allocation realignment
  • Underperformer identification
  • Tax-efficient exit strategies

Financial Planning for Life Goals

Comprehensive planning for the milestones that matter most: retirement, education, and more.

  • Retirement corpus planning
  • Child's education funding
  • Home down-payment strategy
  • Emergency fund structuring

Track Record

Numbers That Reflect Trust

₹1.5L+
Monthly SIP Book
Active systematic investments
₹15L+
Assets Under Management
Across mutual fund portfolios
100%
Goal-Aligned Investing
Every rupee tied to a purpose
5+ Yrs
Years in Markets
Stock market & trading background

Empanelled with all major fund houses

SBI Mutual Fund
HDFC Mutual Fund
Nippon India MF
Mirae Asset MF
ICICI Prudential MF
Axis Mutual Fund
Kotak Mutual Fund
DSP Mutual Fund
Parag Parikh MF
Tata Mutual Fund
Motilal Oswal MF
Quant Mutual Fund
SBI Mutual Fund
HDFC Mutual Fund
Nippon India MF
Mirae Asset MF
ICICI Prudential MF
Axis Mutual Fund
Kotak Mutual Fund
DSP Mutual Fund
Parag Parikh MF
Tata Mutual Fund
Motilal Oswal MF
Quant Mutual Fund

Client Stories

What Clients Say

The best measure of good financial advice isn't returns. It's the clarity, confidence, and peace of mind it brings.

"
★★★★★

Really appreciate the simple and clear explanation of mutual funds and basic investing concepts. It helped me develop a genuine interest in stocks and other investment options. Great guidance for beginners!

MK
Manopriya K.
Chennai, Tamil Nadu
"
★★★★★

Tilak took the time to understand my exact financial situation before suggesting anything. He didn't push products. He explained the reasoning behind every choice. I finally feel confident about where my money is going.

RV
Raghav V.
Bangalore, Karnataka
"
★★★★★

I had been putting off investing for years because it felt overwhelming. One conversation with Tilak changed that. He made it simple, practical, and matched everything to goals that actually matter to me.

PS
Priya S.
Hyderabad, Telangana

Why Work With Me

Advice You Can Trust. Completely.

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AMFI Registered, ARN-346031

Fully registered under AMFI guidelines. Every recommendation I make is compliant, transparent, and in your best interest.

⚡

Independent & Completely Unbiased

I am not affiliated with any bank, AMC, or insurance company. No product push, no sales targets. Just objective advice aligned with your goals.

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Long-Term Relationship, Not a One-Time Transaction

Financial planning is a lifelong journey. I stay with you through market cycles, life changes, and goal milestones, not just at the point of investment.

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Clarity at Every Step

No jargon, no confusion. I ensure you understand exactly what you own, why you own it, and how it connects to your financial future.

ARN-346031  |  AMFI Registered

Ready to start your wealth journey?

A free, no-obligation consultation is all it takes to get clarity on your financial goals and the path to reach them.

Book a Free Consultation

No commitment. No cold calls. Just a conversation.

Good to Know

Questions People Ask Me

Straight answers to the things that matter most before you trust someone with your money.

How do you get paid?
As a distributor, I earn a small ongoing commission (called trail) from the mutual fund company (AMC). It is already built into the scheme and you do not pay me any separate or upfront fee. Because this commission continues only while you stay invested, my interest is aligned with yours: doing well over the long term.
Is my money safe? Where is it actually held?
Your money never sits with me. When you invest, it goes directly to the mutual fund company and is held by them and their registrar (such as CAMS or KFintech). I help you choose, set up and review your investments, but I never take custody of your funds.
What does "AMFI-registered distributor" mean?
It means I am registered with AMFI, the mutual fund industry body, under ARN-346031, and am authorised to distribute mutual funds. Every recommendation I make must follow AMFI's code of conduct: transparent, compliant, and in your interest.
Do you guarantee returns?
No. Mutual funds are market-linked, so returns vary and are never guaranteed. Anyone promising "assured" or "fixed" returns on mutual funds is a warning sign. What I offer is honest guidance, a plan matched to your goals, and the discipline to stay the course.
How much do I need to start?
You can begin a SIP with as little as ₹500 a month in many schemes. It matters far more that you start the habit than how big you start.
Can I change, pause or stop my SIP later?
Yes. SIPs are flexible: you can increase, reduce, pause or stop them, and redeem your money when you need it (subject to any exit load or lock-in, which I will always explain up front).
I already invest on my own. Can you still help?
Absolutely. Many people come to me for a free second opinion on their existing portfolio. I am happy to review what you hold and how it maps to your goals, with no obligation.

Get In Touch

Let's Talk About Your Goals

Whether you're just starting your investment journey or looking for a second opinion on your portfolio, I'm happy to have a no-pressure conversation.

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Email shastritilak880@gmail.com
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Call / WhatsApp +91 94817 40319
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Location India (serving clients pan-India)
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AMFI Registration ARN-346031
⏱️
Response Time Within 24 hours on business days

Mutual Fund investments are subject to market risks.
This is a preliminary enquiry form, not a subscription form.

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