How We Plan
Our tailored education and wealth planning solutions help you provide the best opportunities for your children. From building education funds to guiding investments and ensuring financial security, we make it easier.
How We Plan
Time is your greatest asset. Starting early unlocks the power of compounding, building significant wealth while giving you flexibility and eliminating future financial stress.
Premiums for Life: Good health isn’t guaranteed forever. Early planning ensures you stay fully insurable and keeps coverage accessible when you need it most.
Good health isn’t guaranteed forever. Early planning ensures you stay fully insurable and keeps coverage accessible when you need it most.
Your ability to earn is your family’s biggest asset. An early plan safeguards your financial future against an unexpected accident or illness.
Understanding why is the first step. Now, let’s explore how we build your 360-degree financial safety net with an unbiased, expert-led approach.
Your first plan ,worth $2,499 is complimentary
Now that you know your FIRE number, know how to achieve it with the AM Capitals.
Talk to usChild education planning is a milestone-driven investment roadmap designed to calculate and fund the actual future cost of undergraduate or postgraduate degrees. It accounts for real education inflation in India and overseas, building a dedicated, disciplined investment portfolio that balances high capital growth in the early years with systematic capital preservation as college admission dates approach.
This service is built for parents of young children and teenagers who want to systematically build an education fund without relying on high-interest education loans or compromising their personal retirement roadmap. It provides clear target numbers whether your goal is premier Indian institutions (IITs, IIMs, private universities) or overseas universities in North America, the UK, Europe, or Singapore.
[Book an education corpus planning session] to calculate your funding timeline.
When planning for international degrees, we model costs by combining an 8% to 10% global college tuition inflation rate with a historical 3% to 4% annual Rupee (INR) depreciation against major currencies (USD, GBP, EUR). To insulate your child’s fund against currency risk, we structure an asset allocation that incorporates international feeder funds and global equities alongside domestic assets.
A glide path is a pre-scheduled timeline for systematically reducing portfolio risk as your child approaches college age:
Education Planning focuses exclusively on this single milestone: computing the required corpus, establishing monthly contributions, and managing the de-risking glide path. Comprehensive Financial Planning evaluates all household goals simultaneously, helping you balance education savings against home loan prepayments, lifestyle upgrades, and your own retirement security.
Yes. We first provide objective financial advisory to compute the target corpus and establish your monthly investment roadmap. If you subsequently choose to execute your mutual fund investments through our AMFI-registered distribution desk, we facilitate your portfolio setup systematically under a separate distribution engagement.
[Calculate your child’s college target corpus] with our advisory team.