Songbirds build an open cup-like nest with twigs, grass, and plant fibres.
Kingfishers find pre-existing holes in trees to build nests.
Eagles soar to high altitudes to make platform-like nests with sticks
Weaver birds make intricate and aesthetic nests that hang from trees
Nest-building is unique to every bird. Our financial solutions are also unique to your needs and situations. We combine the art of nest building with our investment expertise and your trust.
About our Founder
Our founder, Rachna Koppikar is on a mission to use her expertise to spread awareness and enable individuals to attain financial independence through smart investing. She brings with her almost two decades of experience in mutual fund and insurance analysis.
Personal finance writer with leading businesses like Value Research India Pvt ltd, The Mint, Business Today and Businessworld
Rachna Koppikar is a Certified Financial Planner, CFP®, an AMFI registered Mutual Fund Distributor (MFD), an MBA (Finance) and a Money Coach for Women.
What You Deserve
The foundation of our interactions, decisions, and recommendations is based on your expectations and what matters to you. We prioritize your interests above our gains.
Our product recommendations will come along with disclosures about the fees we earn.
The CFP certification granted by Financial Planning Standards Board (FPSB), is the gold standard for benchmarks in the global financial planning profession. Over a 18-month period, we successfully passed four rigorous examinations covering retirement and tax planning strategies, investment planning, insurance, and estate planning, followed by a financial plan construction and its presentation.
Both AMFI and FPSB mandate us to undergo continuous professional education (CPE) which ensures we are up-to-date in our knowledge and latest trends in the investment space.
Your information will be always safe with us. We don’t disclose the list of our clients to any third party or on social media without their express and written permission.