Trustable Smart Investment Platform v2 — Unlock Everything. Free for Existing Clients.
Exclusive for existing clients · 100% free · No extra charges
Smart Investment Platform — Unlock Everything

You Invested. Now Let
Your Money Work
10× Harder.

आपका SIP चल रहा है। पर क्या आपने Goal Planning, Risk Profiler,
Will Writing और Estate Planning unlock की है?

Most of our clients are invested — but only using 20% of the AKY Trustable Financial Services Pvt. Ltd. Smart Investment Platform. Goal Planning, Risk Profiler, Shares & Bonds tracker, Insurance dashboard, Will Writing, Estate Planning and Succession Planning are all included free. Today we unlock everything for you.

🥉 1-Year Investors
🥈 3-Year Partners
🥇 5-Year Family Club
💰 ₹10 Crore Club
👑 ₹50 Crore Club

Takes 2 minutes · Already your client · Zero charges — ever

₹57L Cr
India MF industry AUM 2026
500+
Trustable client families
15%+
Historical CAGR equity MF (informational)
6
Platform features most clients haven't unlocked
₹0
Extra cost for all platform features
Your journey with us

Where are you on the wealth path?

Every milestone unlocks more. See what's waiting for you at your level — and what's coming next.

🌱
Started SIP
₹500+/month
First step taken
📈
1-Year Investor
🥉 Bronze Tier
Goal Planning unlocked
💼
3-Year Partner
🥈 Silver Tier
Risk Profiler + Insurance
5-Year Family
🥇 Gold Tier
Will + Estate Planning
💰
₹10 Crore Club
Crorepati milestone
Dedicated RM
👑
₹50 Crore Club
Ultra-wealth tier
Full succession suite
Assessment Tool

Find Your Custom Platform Tier

Answer 3 simple questions to discover which tier matches your investment goals & family situation.

QUESTION 1 OF 3

How long have you been investing as a family?

Your tier — your benefits

Everything unlocked. Free. Forever.

Based on how long your family has been with us — here's exactly what you get, at no extra cost.

🥉
Bronze Tier · 1 Year with us
Foundation Investor
You've taken the most important step — you started. Here's what's now open for you.
Goal Planning Tool — set education, marriage, retirement targets
SIP Milestone tracker — see your Crorepati countdown
ELSS Tax-Saving Planner — 80C optimization
WhatsApp support — 4-hour response on business days
Quarterly portfolio review report
🥈
Silver Tier · 3 Years with us
Growth Partner
Three years of discipline. You've seen a full market cycle. Here's your expanded access.
Everything in Bronze, plus:
Risk Profiler — full psychometric assessment
Insurance Dashboard — all policies in one view
Shares & Bonds tracker — full net worth view
Annual 1-on-1 review call with advisor
CA partner connection — ITR & tax planning
🥇
Gold Tier · Family 5+ Years with us
Family Wealth Club
Your whole family's financial future is with us. You get our most complete platform — and the most complete protection.
Everything in Silver, plus:
Will Writing — legally valid, facilitated by CA partner
Estate Planning — asset distribution mapped
Succession Planning — next-generation wealth transfer
Full family portfolio in one dashboard
Priority WhatsApp — 1-hour response guaranteed
The Wealth Clubs

₹10 Crore Club & ₹50 Crore Club

India's SIP AUM crossed ₹15 lakh crore by September 2025 — and disciplined investors compound their way into wealth clubs no one told them were possible. These are yours to join.

💰 Crorepati Club
The ₹10 Crore
Wealth Club
Target corpus: ₹10,00,00,000 · Informational — market returns vary
🎯
Personal ₹10 Crore Roadmap — your exact monthly SIP to reach ₹10 Crore by your target date
📊
Monthly progress dashboard — watch your corpus grow toward the milestone in real time
📞
Dedicated Relationship Manager — one person, one number, always available
🏆
Club membership certificate + family recognition event at achievement
⚖️
Priority access to Will Writing and Estate Planning suite
👑 Ultra Wealth Club
The ₹50 Crore
Wealth Club
Target corpus: ₹50,0,00,000 · Informational — market returns vary
🗺️
Multi-generation wealth strategy — not just your retirement, but your children's and grandchildren's
🏛️
Full Succession Planning suite — trust structures, nominee optimization, family governance
📋
Complete Estate Planning — legally binding asset distribution, Will, and family charter
👨‍⚖️
CA & Legal partner network — tax planning, trust formation, cross-asset advice
🔒
Private family wealth dashboard — every asset, every goal, every generation, one view
Crorepati Club Calculator
See how many years until you join the ₹10 Crore or ₹50 Crore Club — informational only, actual returns vary
Presets:
Years to Goal
—
at ~12% assumed CAGR
Total SIP Investment
—
amount you put in
Returns Generated
—
compounding does the rest
Target Corpus
₹10 Cr
your Wealth Club goal
Compounding growth trajectory:ASSUMED 12% CAGR
05 Cr10 CrStart15 yrs30 yrs
Total Value (With Compounding)
Total Invested Principal
⚠ These figures are illustrative only, assuming ~12% p.a. CAGR. Mutual fund returns are not guaranteed. Market conditions vary. This tool is for goal planning awareness only — not a financial projection. Please consult your advisor before making investment decisions.
Smart Investment Platform

6 features most clients haven't unlocked yet.

Every single one of these is free. Included as part of being our client. You just need to activate them.

🎯
Goal Planning Tool
🔒 Most clients haven't activated
Set specific rupee targets for education, marriage, retirement, and home purchase. See exactly which SIP amount reaches each goal by when. Track progress monthly on a live dashboard.
→ Unlocked for all tiers · 0 extra cost
🧠
Risk Profiler
🔒 Most clients haven't activated
A 12-question psychometric assessment that precisely maps your risk tolerance — conservative, moderate, or aggressive. Ensures every fund recommendation is built on your actual personality, not a guess.
→ Unlocked from Silver (3 years) · 0 extra cost
📊
Shares & Bonds Tracker
✨ New Feature
Add your existing stocks, bonds, FDs, and PPF to the platform. See your complete net worth — MF + non-MF — in a single consolidated dashboard. Know exactly where you stand financially.
→ Unlocked from Silver · 0 extra cost
🛡️
Insurance Dashboard
✨ New Feature
Upload all your insurance policies — term, health, ULIP, endowment — and see them in one place. Know your total coverage, premium outflow, and get notified 30 days before any renewal. Never miss a premium again.
→ Unlocked from Silver · 0 extra cost
📜
Will Writing
🔒 Gold Tier · 5-Year Family Club
A legally valid Will, facilitated through our empanelled CA and legal partner. Ensures your assets reach the people you intend — not tied up in legal disputes. Covers MF nominations, property, and personal assets. CA/legal fees apply separately.
→ Gold Tier (5-year families) · CA fees separate
🏛️
Estate Planning & Succession
🔒 Gold Tier · ₹10Cr+ Club
Complete asset distribution planning across generations. Includes family governance structure, trust planning basics, nominee optimization across all asset classes, and a documented succession plan. For families with complex multi-asset portfolios. CA/legal partner handles execution.
→ Gold Tier / ₹10Cr Club · CA/legal fees separate
Will Writing & Estate Planning

You've built the wealth.
Now protect it — for the next generation.

90% of families have no valid Will. When wealth is built without a succession plan, families fight — courts decide — wealth shrinks. Don't let that happen.

📜
Will Writing
A legally valid Will is the single most important document your family needs — and most people never write one. Our CA partner facilitates the process end-to-end.
Covers mutual funds, fixed deposits, property, and all personal assets
Nominees aligned across all investment accounts
Legally enforceable — drafted and registered with proper attestation
Updated whenever your portfolio or family situation changes
✓ Facilitated by Us · CA fees disclosed separately
🏛️
Estate Planning
When your portfolio reaches ₹1 Crore+, informal distribution becomes risky. Estate Planning creates a documented structure for exactly what goes where, and when.
Asset allocation mapped across all heirs — zero ambiguity
Tax-efficient inheritance structure — minimize estate tax exposure
Trust planning basics for families with ₹5 Crore+ portfolios
Guardian appointment for minor children's inheritance
✓ Facilitated by Us · CA/legal fees disclosed separately
🔄
Succession Planning
Wealth that lasts across generations requires a deliberate plan. Not just who gets what — but how the next generation manages and grows what they receive.
Next-generation financial education — we educate your children on portfolio management
Family governance structure — rules for joint family wealth decisions
Gradual wealth transfer plan — phased transfer as heirs demonstrate readiness
Documented family charter — values, goals, and rules for shared wealth
✓ Available for Gold Tier & ₹10Cr+ Club clients
👨‍👩‍👧‍👦
Financial Status at a Single Click
Our platform brings every aspect of your family's financial life into one dashboard — for the first time, you see the complete picture instantly.
Mutual funds, stocks, bonds, FDs, PPF — all in one view
Insurance coverage summary — no missed renewals, no gaps
Goal progress tracker — education, marriage, retirement, home
Net worth snapshot updated in real time
✓ Free for all existing clients — activate today
Onboarding Process

How We Activate Your Smart Platform

Step 1: Set Up & Verify Account

We confirm your details and link your family PAN accounts safely into one view.

1
2

Step 2: Interactive Goal Mapping

During a 30-min onboarding call, we configure your specific SIP milestones and connect them to real targets.

Step 3: Protection & Legal Planning

Gold & Wealth Club members are connected with our CA partner to initiate Will Writing and Nomination restructures.

3
✓

Step 4: Active Monitoring & Review

Your dashboard updates daily. You receive quarterly reviews and priority support to ensure suitability.

Why clients plateau — and how we fix it

The fears that stop wealth from compounding.

😰
Market crash fear — "Should I stop my SIP?"
Market corrections trigger panic. Most investors stop SIPs at exactly the wrong moment — locking in losses and missing the recovery. This is the #1 wealth destroyer among disciplined investors.
→ Your Goal Planning tool shows your real position even during corrections — context stops panic
🎓
Child's education corpus — "Is ₹20 lakh enough?"
Education inflation in India runs at 8–10% annually. A college that costs ₹15 lakh today costs ₹32 lakh in 10 years. Most parents' education SIPs are underfunded without realizing it.
→ Education Goal in the platform calculates the exact SIP needed — adjusted for inflation
💍
Marriage goal — "₹25 lakh in 5 years?"
Wedding costs in Punjab have risen 15% annually. A ₹15 lakh wedding today will cost ₹30 lakh in 5 years. Without a dedicated marriage SIP, families dip into other investments at the worst time.
→ Marriage Goal set with a dedicated fund so you never touch other corpus for this
🏡
Retirement — "Will ₹50 lakh be enough at 60?"
₹50 lakh at retirement generates ₹3–4 lakh/year in interest — barely ₹30,000/month. With 20+ years of retirement at 6% inflation, most people need ₹3–5 Crore minimum. Most don't know this number.
→ Retirement Readiness tool calculates your exact number — and the monthly SIP gap to close it
📋
Tax saving — "I missed the March 31 deadline again"
ELSS SIP under 80C gives up to ₹46,800 tax saving annually (at 30% slab). Millions of investors miss this every year because there's no proactive reminder system.
→ Platform sends ELSS reminders in January, February, and March — you never miss it again
🏆
The ₹10 Crore dream — "Is it actually possible for me?"
₹5,000/month SIP over 25 years at 12% CAGR builds approximately ₹94 lakh+. ₹15,000/month reaches ₹10 Crore in roughly 23 years. Most investors don't know their own timeline to the club.
→ Crorepati Club Calculator shows your exact year — not as a dream, as a date
Every one of these is solved by features already in your platform.
Free. Already yours. Just not activated yet.
Client stories

They unlocked. Their wealth followed.

★★★★★

"I had been with them for 3 years and never used Goal Planning. When I activated it, I realized my education SIP was underfunded by ₹3,000/month. Topped it up immediately. Now I can see my son's IIT dream with a date attached."

RS
Rajinder Singh
Silver Tier · 3 years · Ludhiana
↑ Education SIP corrected · Goal on track
🥈 Silver Tier
★★★★★

"The Crorepati Club Calculator showed me I was 11 years away from ₹10 Crore. Not 25 years — 11. I genuinely didn't believe it until I saw the numbers. We increased our SIP by ₹5,000/month and now I'm 8.5 years away. The platform changed how I think about money."

GK
Gurpreet Kaur
Gold Tier · 6 years · Amritsar
↑ Corpus on track for ₹10 Crore Club
🥇 Gold Tier
★★★★★

"We'd been investing for 7 years as a family. They helped us write our first Will and set up a succession plan for the children. For the first time in my life, I sleep knowing that if something happens to me, my family doesn't have to fight over anything. That peace is worth everything."

HS
Harjinder Singh
Gold Tier · 7 years · Jalandhar
↑ Will + Estate Plan completed
🥇 Gold Tier
Platform activation calls — 10 slots per week
Each client gets a dedicated 30-min onboarding call to activate all features. Currently 3 of 10 slots open this week.
⏰ March 31 deadline — ELSS + Goal Plan must be activated before year end
If you haven't activated your Goal Planning tool and ELSS tax-saving SIP before March 31, you lose the 80C benefit for this financial year. That's up to ₹46,800 in tax saving — permanently gone. Activate now. Don't let the deadline catch you again.
FAQ

Questions from existing clients.

At 2 years you're in Bronze Tier, moving toward Silver (3 years). You have access to Goal Planning, SIP milestone tracker, ELSS Tax-Saving Planner, and quarterly portfolio reviews. To activate these, book a 30-minute platform onboarding call — it's free and we walk you through everything live. At 3 years you automatically upgrade to Silver Tier and unlock Risk Profiler, Insurance Dashboard, Shares & Bonds tracker, and annual 1-on-1 review calls.
The facilitation — connecting you with our empanelled CA and legal partner, coordinating the process, and managing the documentation — is done by us at no charge. The CA and legal partner charge their standard professional fees for the actual Will drafting and registration, which are disclosed transparently before any work begins. For Gold Tier (5-year family) clients, we negotiate preferred rates with our CA partner. Estate Planning and Succession Planning follow the same model.
No. The ₹10 Crore Club is a goal-based program — you join based on your commitment to reach ₹10 Crore, not on already having it. We create your personal ₹10 Crore roadmap, show you the exact monthly SIP required at your current corpus level, and set up monthly tracking. You join the Club the day you start working toward it — not the day you reach it. The celebration happens when you cross ₹10 Crore. Returns are not guaranteed — the roadmap is based on assumed historical CAGR.
Yes. Family portfolios are consolidated on the platform — you see every family member's MF portfolio, goals, and insurance in one family dashboard. This is especially valuable for estate planning and succession — you can see the entire family wealth picture at once. The 5-year Gold Tier is specifically designed for families with multi-generational investments. Book a family onboarding call and we'll set up the consolidated view for you.
Absolutely. All platform features are available to lumpsum investors too. Your tier is based on how long you've been with us — SIP or lumpsum. The Goal Planning tool works for both systematic and one-time investors. If you're a lumpsum investor who wants to add a SIP, we can set that up during the onboarding call — even a small SIP of ₹500/month adds rupee-cost averaging benefits on top of your existing investment.

You started investing.
Now let the full platform
finish the job.

Goal Planning. Risk Profiler. Shares & Bonds. Insurance. Will Writing. Estate Planning. ₹10 Crore Club. ₹50 Crore Club. All of it — free for existing clients. Activate in one 30-minute call.

"I thought I was using their services fully. Turns out I had only scratched the surface. The Goal Planning tool alone showed me I was underfunded for two goals and would have realized it too late. Now everything is on track — education, retirement, and my Will is written. I feel like I actually own my financial future for the first time."
Manpreet Singh Dhaliwal · Gold Tier · 5 years · Patiala · Full platform activated

30-min call · Free for all clients · 3 slots open this week

AMFI-registered MFD
Zero extra charges
Commission fully disclosed
Free for existing clients
© 2026 AKY Trustable Financial Services Pvt. Ltd. · AMFI-Registered Mutual Fund Distributor · ARN-320180
Privacy Policy · Terms of Service

Mutual fund investments are subject to market risk. Please read all scheme-related documents carefully before investing. AKY Trustable Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (MFD) holding a valid ARN (ARN-320180). Commission earned from AMCs is fully disclosed in writing before any investment. SIP calculator and Crorepati Club calculator figures are illustrative only, assuming ~12% p.a. CAGR — actual returns may vary significantly. Past performance is not indicative of future returns. Will Writing, Estate Planning, and Succession Planning services are facilitated through empanelled CA/legal partners — fees charged by CA/legal partners are separate and disclosed transparently. AKY Trustable Financial Services Pvt. Ltd. is NOT a SEBI-registered Investment Adviser (RIA) and does not provide financial planning or tax advice.