Your trusted partner
in financial planning.
With over 21 years in financial services and 600+ families served, we help you plan for wealth creation, family protection and a more secure future, with guidance that is personal and easy to understand.
MSPA Finserve LLP
AMFI-Registered Mutual Fund Distributor
Your trusted partner in financial planning
With over 21 years of experience in financial services, we believe that every financial goal deserves the right guidance, careful planning, and personal attention.
We have had the privilege of serving 600+ families, helping them explore financial solutions that align with their individual needs, goals, and life priorities. Our approach is built on trust, transparency, and long-term relationships.
- AMFI-Registered Mutual Fund Distributor
- Over 21 years in financial services
- 600+ families and approx. 1,100 clients served
What we offer
From mutual funds and fixed income to health, term and general insurance, we help you choose suitable financial solutions and stay with you long after.
Renew your insurance policy online
Renew your health or general insurance policy directly on the insurer's own secure website. Keep your policy number and date of birth handy.
Payments are made on the insurer's own website and never through this site. If you need help with a renewal, call us and we will walk you through it.
Your portfolio, in your pocket
Download our client apps to track your investments, view statements and stay on top of your portfolio wherever you are. Log in with the details we share with you when you become a client.
CompoundExpress
Track your mutual fund portfolio and transact on the go.
- Portfolio value and returns at a glance
- Invest, start a SIP and redeem
- Account statements on demand
My Portfolio
A consolidated view of all your investments in one place.
- All holdings in one consolidated view
- Scheme-wise performance and reports
- Capital gains and transaction statements
Plan your investments
Run the numbers yourself with our free calculators. Instant results, no sign-up required.
SIP Calculator
15 years · 12% assumed annual return
₹10,000
Projected value in 15 years
₹0
- You invest
- ₹0
- Potential growth
- ₹0
Illustrative only. Returns are assumed, not guaranteed. Mutual fund investments are subject to market risks.
- Try Calculator
Lumpsum Calculator
Estimate the future value of a one-time investment.
- Plan a Goal
Goal Planner
Find the monthly investment needed to reach your goal.
- Plan Retirement
Retirement Calculator
Find the corpus that funds your retirement, and the SIP that builds it.
- Plan Education
Child Education Calculator
See what a course will cost by the time your child gets there.
- Plan Withdrawals
SWP Calculator
Plan a monthly withdrawal and see how long it lasts.
Why families choose MSPA
Your financial goals are important to us. Let us work together to plan for a more secure and financially confident future.
Experience You Can Trust
Over 21 years in financial services, through every kind of market.
Relationships That Matter
Serving 600+ families with dedication, many of them for years.
Personalized Guidance
Financial solutions based on your individual needs and goals.
Transparency First
Clear communication and a straightforward approach, with no hidden surprises.
Long-Term Partnership
Supporting you and your family throughout your financial journey.
One Place for Everything
Mutual funds, insurance, fixed income and more, under one roof.
Our mission is to build lasting relationships by providing reliable financial guidance, personalized service, and a client-first approach. We aim to help individuals and families make informed financial decisions with greater confidence.
Every plan starts with a reason
Retirement Planning
Tell me what this one is worth and when you need it, and we will work backwards to the monthly number that gets you there.
Plan for thisChild Education
Tell me what this one is worth and when you need it, and we will work backwards to the monthly number that gets you there.
Plan for thisBuying a Home
Tell me what this one is worth and when you need it, and we will work backwards to the monthly number that gets you there.
Plan for thisWealth Creation
Tell me what this one is worth and when you need it, and we will work backwards to the monthly number that gets you there.
Plan for thisTax Saving
Tell me what this one is worth and when you need it, and we will work backwards to the monthly number that gets you there.
Plan for thisEmergency Fund
Tell me what this one is worth and when you need it, and we will work backwards to the monthly number that gets you there.
Plan for thisRetirement Planning
Tell me what this one is worth and when you need it, and we will work backwards to the monthly number that gets you there.
Plan for thisChild Education
Tell me what this one is worth and when you need it, and we will work backwards to the monthly number that gets you there.
Plan for thisBuying a Home
Tell me what this one is worth and when you need it, and we will work backwards to the monthly number that gets you there.
Plan for thisWealth Creation
Tell me what this one is worth and when you need it, and we will work backwards to the monthly number that gets you there.
Plan for thisTax Saving
Tell me what this one is worth and when you need it, and we will work backwards to the monthly number that gets you there.
Plan for thisEmergency Fund
Tell me what this one is worth and when you need it, and we will work backwards to the monthly number that gets you there.
Plan for thisA simple, four-step process
No complexity for its own sake. Here is exactly what working together looks like, from first conversation to ongoing review.
01
Understand Your Goals
We start by listening: your aspirations, timelines, and comfort with risk.
02
Build Your Strategy
A tailored plan and fund selection designed specifically around your needs.
03
Invest & Monitor
We put the plan to work and track it closely against your objectives.
04
Review & Refine
Periodic reviews and rebalancing keep you firmly on course over time.
New to investing? Start here
Every investor needs a one-time KYC before their first mutual fund purchase. It takes a few minutes, and once it is done it is valid across every fund house in India.
Empanelled across the market
Your money is invested directly with the fund house. It never sits with us. Being empanelled widely means our suggestion is driven by what suits you, not by what we happen to have access to.
- SBI Mutual Fund
- HDFC Mutual Fund
- ICICI Prudential
- Axis Mutual Fund
- Kotak Mahindra
- Nippon India
- Mirae Asset
- Canara Robeco
- UTI Mutual Fund
- DSP Mutual Fund
- Franklin Templeton
- Parag Parikh
What investors say
A few words from families who have been on this journey for years.
I am very satisfied with the mutual fund services. The guidance helps me understand my investments better and stay focused on my financial goals.
I am happy with the support and the time taken to understand my family's needs.
I have been associated with this financial advisor for years. The best part is the personal attention, honest communication, and willingness to help whenever needed.
Excellent service with a friendly approach.
I appreciate having support for different financial requirements in one place.
I am happy with the service and the long-term relationship we have built.
I have had a wonderful experience over the years. I trust the advice and service, which is why I have referred my friends and relatives as well.
I truly appreciate the personal attention and support. It feels good to have a trusted financial advisor.
My experience has been very satisfying. I have shared my feedback with friends and relatives, and I am happy to recommend the services to others.
We are happy with the financial guidance and overall service.
Testimonials reflect individual client experiences and are not a guarantee of future results. Mutual fund investments are subject to market risks.
Know someone who could use a second opinion?
Most of the families here came through someone they already trusted. If a friend or a colleague is unsure about their portfolio, an introduction costs them nothing and there is no obligation on either side.
Have an investment goal in mind?
Let's understand your goals and explore how you can plan for them, a relaxed, no-obligation conversation.
Start a conversation
Whether you are investing your first ₹5,000 or reviewing an existing portfolio, the first conversation is always free.
104, Plot No. 26, Zone 2, MP Nagar
Bhopal, Madhya Pradesh 462011