Discover how personalized financial planning has helped individuals, families, professionals, and business owners build confidence, protect wealth, and achieve their financial goals.
My clients include IT professionals, doctors, business owners, NRIs, corporate professionals, and individuals from diverse walks of life. I specialize in creating personalized financial strategies focused on capital protection, wealth creation, life-based financial goals, children's education, retirement planning, and early retirement. I also work with businesses and corporates on financial planning and business continuity solutions.
Hear directly from our clients about their experience working with Plan with Robin.
Anita shares how Robin helped her plan for retirement and her children's education.
Vikram discusses how Plan with Robin helped stabilize his business finances.
Sunil shares his experience with cross-border financial planning and investing in India.
Experience financial guidance built on trust, transparency, and a commitment to your long-term success.
Every plan is tailored to your unique goals, risk profile, and life stage.
Clear costs, clear trade-offs, and no hidden agendas in any recommendation.
Every investment is tied to a clear financial objective that matters to you.
We're with you for the long haul — through every market cycle and life change.
20+ years of hands-on experience across every major asset class.
Stay on track with periodic reviews and adjustments to your financial plan.
"Excellent service! Robin is extremely knowledgeable and genuinely cares about his clients' financial well-being."
"Highly recommend Plan with Robin for anyone looking for trustworthy financial advice. He built a solid plan for my retirement."
"As an NRI, I was worried about investing in India. Robin made the process seamless and completely transparent. Thank you!"
Common questions about our financial planning services, answered clearly and simply.
We begin with a conversation to understand your goals, financial situation, and risk tolerance. We then build a personalized plan, implement it, and review it regularly to keep you on track.
Yes! You can book a complimentary consultation by clicking the "Book a Consultation" button above or on our contact page. We'll schedule a time that works for you.
Yes, we have extensive experience working with Non-Resident Indians (NRIs) on cross-border financial planning, investment strategies, and regulatory compliance.
Absolutely. Every client receives a tailored financial plan designed specifically for their goals, risk profile, and life stage. We never use a one-size-fits-all approach.
We conduct regular portfolio reviews at least annually, with additional check-ins based on market conditions or changes in your financial situation or goals.
Yes, retirement planning is one of our core services. We help you build a retirement corpus, select appropriate investment vehicles, and plan for a steady income stream after retirement.
Whether you're planning your investments, protecting your family, or preparing for retirement, we're here to help you build a financial future with confidence.