Investment Planning & Management for Professionals & NRIs
From asset mapping and investment evaluation to research-driven allocation and disciplined rebalancing — we help you invest with clarity, discipline, and confidence.
- SEBI Registered Investment Advisor (RIA)
- Asset Allocation & Goal Mapping
- Independent Investment Research
- Goal-Based Investment Planning in India
- Investment Evaluation & Overlap Analysis
- Ongoing Monitoring & Rebalancing
What's Included
What is Investment Planning?
Investment planning is the strategic process of deciding how, where, and when to invest your money so that you can meet specific financial goals within defined timelines.
What are you investing for?
retirement, a home, children’s education, financial independence
How much will you need and by when?
calculating the exact future corpus for each goal
What return is required?
deciding the right balance between growth and safety
Which assets will get you there?
equity, debt, gold, alternatives, or a mix
How will you invest over time?
Lump sum, SIP, or staggered allocation
When will you review and adjust?
Setting checkpoints for monitoring progress and making changes
How Aikeyam Helps You Plan & Manage Investments
At Aikeyam Wealth, we bring structure, research, and accountability to your investing. Our 5-step fiduciary framework ensures your money works harder — and smarter:
Asset Mapping to Financial Goals
Asset Mapping to Financial Goals
- List all assets (equity, debt, gold, real estate, etc.)
- Map assets to goals (retirement, education, home, etc.)
- Provide clear financial overview
- Ensure no idle or misaligned investment
We list all your assets — equity, debt, gold, real estate, international holdings — and map each one to a specific goal like retirement, education, or a home purchase.
Investment Evaluation & Overlap Analysis
We perform a deep-dive evaluation of each investment to check:
- Is it delivering risk-adjusted returns in line with expectations?
- Does it match your time horizon and risk profile?
- Is it cost-efficient in terms of TER and taxes?
- Is there unnecessary duplication?
Our overlap analysis identifies repetitive holdings across mutual funds, ETFs, and stocks. Overlap reduces diversification and often dilutes returns — we streamline and consolidate where necessary
Asset Allocation & Research-Driven Selection
We design your optimal asset allocation across equity, debt, and alternatives.
- Time horizon of each goal
- Risk tolerance
- Tax considerations
- Market valuations
All recommendations are backed by independent, data-driven research — no commissions, no product bias.
Monitoring, Review & Rebalancing
Markets change. Do your goals and circumstances. track portfolio performance
- Markets and goals change over time
- We track your portfolio’s performance
- Conduct annual reviews for adjustments
- Rebalance when allocations drift
All recommendations are backed by independent, data-driven research — no commissions, no product bias.
What You Get When You Work With Aikeyam
At Aikeyam Wealth, we bring structure, research, and accountability to your investing. Our 5-step fiduciary framework ensures your money works harder — and smarter:
Value Addition
- Goal-Based Asset Mapping
- Investment Evaluation
- Overlap Analysis
- Optimal Asset Allocation
- Independent Research
- Tax-Efficient Strategies
- Ongoing Monitoring & Rebalancing
- NRI Expertise
How It Benefits You
- Every rupee is linked to a specific life goal
- Assess suitability, cost, and performance of each holding
- Identify and reduce duplication across holdings
- The right equity-debt mix for each goal
- Product recommendations with zero conflict of interest
- Lower your tax outgo on capital gains and dividends
- Keeps your plan relevant as markets and life change
- DTAA-aware, repatriation-friendly investment strategies
FAQs
Frequently Asked questions
We’ve got answers! explore our FAQs to learn more about how Aikeya can enhance your wealth.
01 What is asset mapping in investment planning?
Asset mapping links each investment — mutual funds, stocks, deposits, property — to a specific life goal so you always know what it’s meant to achieve.
02 What does investment evaluation include?
It covers performance review, cost analysis, suitability checks, and overlap detection to ensure every investment is effective.
03 Why is portfolio overlap a problem?
Overlap creates overexposure to certain stocks or sectors without realising it, reducing diversification and potentially lowering returns.
04 How often should a portfolio be rebalanced?
At least annually or whenever your asset allocation drifts significantly from your target.
05 What’s the difference between asset allocation and diversification?
Allocation decides where to invest (equity, debt, gold, etc.); diversification spreads risk within each asset class.
06 How does independent investment research benefit me?
It ensures all product choices are based on merit and suitability — not sales incentives.
07 Can NRIs get investment planning services from Aikeyam?
Yes, we specialise in NRI investment strategies, DTAA benefits, RNOR planning, and repatriation-friendly solutions.
When you Retire
Ready to Align Your Investments With Your Goals?
Your portfolio should work as hard as you do. With Aikeyam, you get clarity, discipline, and a research-backed plan that adapts as your life evolves.
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