Everything on Mypoonji is free for your knowledge. When you want advice built around your own goals, family and numbers, book a one-to-one session — the fee is agreed upfront.
The Learn Centre, fund-category guides, SIP calculator, Goal Finder, Poonji Check and comparisons are open to everyone. They explain concepts and show illustrations — they don't tell you what to do with your money.
Explore free contentWe look at your goals, timeline, risk comfort, protection and existing investments together, and give you specific, written guidance — then help you review it as life changes.
Enquire about advisoryNo jargon, no pressure, and no surprises on the fee.
Take the free Poonji Check or send us your numbers and what you're trying to achieve.
We confirm what the engagement covers and what it costs — in writing, before we begin.
We go through priorities, trade-offs and suitability for your situation, and answer your questions.
You receive clear, written guidance, plus a way to revisit it when your income, family or goals change.
Turning education, home or retirement goals into a monthly investing plan.
Checking what you already hold against your goals, risk and costs.
Understanding how much term life and health cover your plan actually needs.
Investing in India from abroad, tax-saving choices, and the questions in between.
We won't promise guaranteed returns, and we'll tell you plainly where a product can go wrong and who it isn't suited to. The fee for advice is agreed in writing before we start, and you're free to decline at any stage.
Investments are subject to market risks. Past performance is not indicative of future returns. Please read our Risk Disclosures and Terms of Use.
