High growth
Long-Term Wealth
For 10+ year horizons
3Y CAGR
+18.4%
Min SIP
₹2,500
Funds
8
Risk
High
A personal wealth operating system
A more thoughtful way tobuild wealth.create wealth.plan goals.invest smart.retire free.
Personalised wealth planning designed around your goals, your risk profile and your long-term journey — guided by a real partner who knows your name.
AMFI-registered MFD · ARN-139698 · 256-bit TLS · ISO 27001
Your dashboard
IllustrativeNet worth
₹48.7 L
+11.0% this year
XIRR
14.8%
Active SIPs
7
Top goal · Retirement
72% on track
SIP streak
3 of 4
Dec 2025
Portfolio & wealth insights
Portfolios built with conviction.
Each basket is researched, rebalanced and reviewed by our in-house team. Invest with clarity, not noise.
BalancedMost chosen
Balanced Growth
For 5–7 year goals
3Y CAGR
+13.2%
Min SIP
₹2,000
Funds
6
Risk
Moderate
Conservative
Steady Income
Capital preservation
3Y CAGR
+9.6%
Min SIP
₹1,000
Funds
4
Risk
Low
Past performance not indicative of future returns. Subject to market risk.
Goal universe
Every rupee with a purpose.
Your goals aren't a spreadsheet — they're destinations. Illustrative figures.
72%
Comfortable retirement at 58
23 years remaining · ₹ 75,000/mo lifestyle
₹ 28.4 L invested
Target ₹ 3.9 Cr
58%
Ananya's higher studies
12 years · MBA in the US
₹ 14.2 L invested
Target ₹ 1.6 Cr
34%
Dream home
5 years · 3 BHK · ₹ 1.8 Cr
₹ 6.1 L invested
Target ₹ 1.8 Cr
Trusted across Ahmedabad
200+ clients are building wealth with us.
100 Cr+
AUM
200+
Clients
200000+
Active SIPs
A partner, not an algorithm
Wealth is personal. Your wealth partner should be too.
Behind every basket, calculator and transaction is a real person you can call by name.
200+
Families served
₹ 100 Cr
AUM distributed
Suitability before salesTotal transparencyBuilt for the long run
KALUSINH RANCHHODBHAI SANKHALA
PROPRIETOR · B.COM
“To help investors with simple, transparent investment plans that achieve financial security and long-term wealth creation.”
In their words
Built on relationships, not transactions.
Individual experiences. Outcomes vary based on personal circumstances, time horizon and market conditions.
“I uploaded my CAS expecting a sales pitch. I got a clear report explaining exactly what I was getting wrong. That kind of honesty is rare.”
PM
Priya Mehta
Product Manager, Pune
“The goal planner showed me I was 6 years behind on retirement. We rebuilt my SIPs in a single afternoon. Slept better that night.”
AK
Arjun Kale
Entrepreneur, Mumbai
“I've been with the same advisor for 4 years. They know my goals better than I do. That's not a service — that's a relationship.”
SR
Sunita Rao
Doctor, Bengaluru
On mobile
Your whole portfolio, in your pocket.
Track funds, goals, SIPs and reviews from one secure app.
Live portfolio trackingGoal progressSIP reminders
4.8 average
Good evening
On mobile
Total portfolio value
₹48.7 L
+11.0% this year
Comfortable retirement at 580%
Ananya's higher studies0%
Dream home0%
Start in 2 minutes
Your wealth journey begins with a single, honest question.
What do you really want from your money? Take our investor personality assessment. No email required to start.
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Why KR Sankhala
Clarity, a real partner, and a plan you can hold.
Most investors aren't short on options — they're short on clarity, and someone trustworthy to ask. Here's how we help.
Too much noise
Endless funds, tips and apps — but no clear answer to "what should I do?"
No real partner
Robo-apps and call centres, but no one who actually knows your story or picks up the phone.
Goals without a map
Retirement, a home, your child's future — big dreams with no clear number or plan to reach them.
Our services
From first question to financial freedom.
Explore a considered range of investment, protection and wealth-building services.
- 01
Share Broking
- 02
Mutual Fund
- 03
Health Insurance
- 04
Life Insurance
- 05
Bonds
- 06
Company Fixed Deposit