About Us
Founded in 2025 in the heart of Mumbai, Investment Talky was born out of a simple vision — to make financial planning accessible, understandable, and effective for every Indian household.
We understand that in today’s fast-paced world, managing money can often feel confusing and overwhelming. That’s where we come in — to simplify your financial life, give you the clarity you need, and guide you every step of the way.
💡 Our Story
The idea behind InvestmentTalky started with a question:
“Why should financial advice be complicated or reserved only for the wealthy?”
Seeing the gap in awareness and personalized guidance available to working professionals, families, and even young earners, we decided to create a platform that delivers honest, goal-based financial solutions for everyone — no matter their background or income level.
From our base in Mumbai, we’ve built a network of experts and digital tools to offer services that are not only reliable but also relatable to the everyday Indian.
🎯 Our Mission
To educate, empower, and enable individuals to take charge of their financial future through personalized guidance, trustworthy advice, and ongoing support.
🌟 What We Do
At InvestmentTalky, we offer a comprehensive suite of financial advisory services focused on:
- Financial Planning
- Mutual Fund SIP Planning
- Insurance Planning (Life & Health)
- Tax Planning
- Retirement Planning
- Loan Advisory
Whether you’re planning your child’s education, saving for a home, optimizing your tax outgo, or looking to build a retirement nest — we provide end-to-end financial clarity and actionable strategies to help you meet your goals.
🧠 What Sets Us Apart
✅ Client-First Philosophy
We don’t push products. We build solutions that are best suited to your goals, risk appetite, and life stage.
✅ Transparent & Ethical Advice
We believe in doing business the right way — with honesty, integrity, and full transparency in every interaction.
✅ Simplified Communication
No complex terms or financial jargon. We speak your language and explain things in a way that’s easy to understand.
✅ Customized Planning
Each person is unique — and so should be their financial plan. We listen, understand, and then recommend.
✅ Ongoing Relationship
We’re not just a one-time service. We walk with you on your financial journey, reviewing and refining your plan as life changes.
👥 Who We Serve
From young professionals starting their careers to retired individuals managing their corpus, we work with people from all walks of life — including salaried employees, small business owners, freelancers, and NRIs looking to invest in India.
Our advisory is digital-first but human-centric — making it convenient to access, while still offering the personal connection that builds trust.
🤝 Let’s Grow Together
We’re not here to sell dreams — we’re here to help you build them, one smart financial step at a time.
So whether you need guidance on saving, investing, protecting your family, or preparing for the future, InvestmentTalky is your go-to partner for simple, smart, and strategic money management.
📍 Based in Mumbai. Serving across India.
📞 Let’s talk! Schedule a free consultation today.
InvestmentTalky.com — Your Financial Journey, Our Trusted Guidance.