Money doesn't grow on trees — It grows with smart decisions
Learn, Plan & Invest Better
Courses, E-books and Financial Planning tools which will help you take those smart decisions.
Why Choose CA Krushna Lakhotiya?
Practical & Result-Driven
Real-life case studies, Indian examples, and actionable strategies you can implement immediately for tangible financial results.
Trusted Expertise
Created by CA Krushna Lakhotiya, a practicing Chartered Accountant & Mutual Fund Distributor with years of hands-on experience.
Customized Financial Plans
Receive a personalized PDF roadmap with exact SIPs & lump sums calculations tailored specifically for your financial goals.
Learn Your Way – Anytime, Anywhere
Mobile-friendly platform for self-paced learning that fits into your busy schedule, accessible from any device.
Complete Financial Ecosystem
From learning via eBooks & video courses to goal-based implementation—everything you need in one integrated platform.
Easy to Understand
Simple, jargon-free language suitable for beginners and experienced investors alike—finance made accessible for everyone.
The Financial Maze Most Indians Face
Information Overload
Too many financial products, contradictory advice, and complex jargon making it impossible to make confident decisions.
Missed Opportunities
Keeping money in savings accounts or fixed deposits while inflation silently erodes your wealth year after year.
No Clear Plan
Investing randomly without a roadmap or specific goals, leading to disappointment and financial anxiety.
My Solution Framework
Learn
Accessible e-books and courses that simplify complex financial concepts with practical, India-specific examples.
Plan
Customized financial roadmap with exact investment amounts needed for your specific life goals and dreams.
Implement
Actionable steps and ongoing guidance to help you execute your plan with confidence and peace of mind.
Real Results You Can Expect
These aren't just promises—they're the tangible outcomes my clients have achieved through my methodology.
Higher Returns
Average portfolio performance improvement after implementing my recommended strategies.
Tax Savings
Average annual tax reduction through proper tax planning and investment structuring.
Goal Achievement
Clients who successfully stay on track to meet their financial goals with my guidance.
How We'll Transform Your Finances
Financial Health Assessment
Comprehensive review of your current financial situation, identifying strengths, weaknesses, and opportunities.
Goal-Based Planning
Clear, quantifiable targets for short, medium, and long-term financial objectives with milestone tracking.
Risk Management
Strategic approach to insurance, emergency funds, and asset protection tailored to your unique situation.
Investment Strategy
Personalized asset allocation and investment selection based on your risk tolerance and time horizon.
E-Books
Practical, easy-to-follow guides that demystify personal finance and help you make smarter money decisions.
Investing Simplified
A comprehensive guide to building wealth through smart investment strategies tailored for the Indian market.
Ultimate Tax Planning Guide
Maximize your savings with legal tax optimization strategies and little-known deductions for Indian taxpayers.
Early Retirement Blueprint
Strategic approach to achieving financial independence and retiring early in the Indian economic context.
Video Courses
In-depth, structured learning experiences that take you from financial confusion to confidence.
Mutual Fund Mastery
Master the art of mutual fund investing with this comprehensive course designed specifically for Indian investors.
Financial Freedom Blueprint
Complete system to create wealth, eliminate debt, and achieve financial independence in the Indian economy.
Personalized Financial Roadmap
Stop guessing and start investing with confidence. Get a customized financial plan that shows you exactly how much to invest for each of your goals.
- Detailed goal analysis with exact SIP & lump sum requirements
- Personalized asset allocation strategy based on your risk profile
- Tax-optimized investment recommendations
- Step-by-step implementation checklist
- 30-minute 1:1 consultation to review your plan
Testimonials
Don't just take my word for it. Here's what clients have to say about their experience.
CA Krushna's mutual fund course completely transformed my approach to investing. I've already seen a 16% increase in my portfolio value in just 8 months!
The personalized financial plan was worth every rupee. For the first time, I have complete clarity on exactly how much I need to invest for my children's education.
As someone who was overwhelmed by financial jargon, Krushna's E-Books were a breath of fresh air. Simple language, practical examples, and actionable advice.
I was skeptical at first, but CA Krushna's approach to financial planning is truly different. He focuses on practical strategies that actually work in the Indian context.
The 1:1 consultation was eye-opening. CA Krushna identified tax-saving opportunities I had completely missed, saving me over ₹45,000 in just one financial year!
What I appreciate most is how Krushna explains complex financial concepts in simple terms. His courses have given me the confidence to take control of my financial future.
Common Questions
Talk to CA Krushna Personally
Need personalized guidance for your unique financial situation? Book a 1:1 call to discuss your specific challenges and get expert advice.
My Iron-Clad Guarantee to You
I believe you should be able to invest in your financial education with complete confidence. That's why everything I offer comes with these guarantees:
30-Day Money-Back Guarantee
If you're not completely satisfied with your purchase within 30 days, I'll refund your investment in full—no questions asked.
Lifetime Updates
As tax laws and investment strategies evolve, so will your materials. Enjoy free updates to ensure your financial knowledge stays current.
Implementation Promise
If you follow the steps exactly as outlined in your financial plan and don't see progress within 6 months, I'll personally review your situation at no additional cost.
About CA Krushna Lakhotiya
My Financial Journey
With over 12 years of experience as a Chartered Accountant and Mutual Fund Distributor, I've guided thousands of Indians to achieve their financial goals through strategic planning and investments.
My passion for financial education was born from witnessing too many hard-working professionals make costly mistakes simply due to lack of proper guidance. This inspired me to create accessible, jargon-free resources that empower everyday Indians to take control of their financial future.
Today, my mission is to democratize financial knowledge and help you build wealth with confidence, clarity, and peace of mind.
Get My Free Guide: 5 Smart Money Habits
Start your financial transformation today with these powerful yet simple habits that can dramatically improve your financial health.
