Low risk
Sahara Income
For retirees who want a steady monthly income stream via SWP, with capital care.
25% Equity70% Debt5% Gold
₹3,000
Min SIP
4
Funds
3+ yrs
Horizon
AMFI-registered mutual fund distributorARN-82863Distributor, not an investment adviser
✦ AMFI-Registered Distributor · Serving families since 2009
Secure Your Future. Build Your Wealth.
discipline.
Trusted financial planning with Mutual Funds, Health Insurance, Life Insurance, Retirement Planning, and Tax-Saving Solutions- all under one roof.
AMFI-registered MFD · ARN-82863
Portfolio Snapshot
₹48,20,540
▲ XIRR 13.2% since 2019
Risk Profile
Balanced Grower
Goal · Aarav's Education
72% funded
On track · SIP ₹18,000/month
1800+
Families served
₹ 20 Cr +
Assets under advice
2000+
Active SIP
12+
Cities served
Assets under advice as on 30 June 2026. Retention measured over trailing 3 years.
What we do for you
Six ways to begin — most of them free.
Whether you're just starting out or sitting on a decade of scattered folios, there's a clear first step here for you.
Free
Portfolio Analysis
Upload your CAS and get a plain-English report on overlap, cost drag, laggards and gaps — within 24 hours.
Get my free reportFree
Risk Profiling
Eight honest questions to discover the investor you actually are — and the asset mix that lets you sleep at night.
Find my risk profileDigital Onboarding
PAN-based KYC check, bank verification and e-sign. Ten minutes, fully paperless, start your first SIP the same day.
Open an accountGoal Planning
Education, retirement, first home — we translate each dream into an inflation-aware monthly SIP you can actually keep.
Plan your goalBook a Consultation
Thirty unhurried minutes on phone, video or over chai at our office. No product pitch, just answers.
Curated Baskets
Ready-made fund combinations matched to your goals and risk profile — reviewed every quarter by our desk.
See the basketsGoal planningPut a number on the dream.
Put a number on the dream.
Then a date.
A ₹25 lakh dream today won't cost ₹25 lakh tomorrow. We translate each of life's milestones into an inflation-aware target — and a monthly SIP your household budget can actually keep.
- 1Name the goal.
Education, retirement, a home, a wedding — or simply wealth. - 2We price its future.
Inflation-adjusted, with honest return assumptions. - 3You start one SIP.
Mapped to a basket, tracked to the finish line — with annual step-ups.
GraduationCap 12–15 yrsChild's Education
Fees rise faster than CPI. Start when they're small, smile when they're eighteen.
Palmtree 20–30 yrsRetirement
Thirty years of salary must fund thirty years without one. Compounding needs a head start.
Home 5–8 yrsFirst Home
Build the down payment deliberately, so the EMI never owns your evenings.
Palmtree 10+ yrsWealth Creation
No single deadline — just the quiet decade of SIPs that changes a family's trajectory.
Curated baskets
Ready-made portfolios, matched to your life.
Each basket is a hand-picked combination of 4–6 funds, mapped to a goal and a risk profile — and reviewed every quarter by our research desk.
Moderate risk
Kar Bachat ELSS
For salaried professionals who want Section 80C savings working harder than an FD.
100% Equity
₹2,000
Min SIP
2
Funds
3+ yrs
Horizon
High risk
Videsh Vistaar
For globally-minded investors adding US and international equity to the core.
85% Equity10% Debt5% Gold
₹5,000
Min SIP
5
Funds
7+ yrs
Horizon
About ONE CRORE INVESTMENT
Seventeen years of sitting on the same side of the table.
At One Crore Investment, we believe every family deserves expert financial guidance. By combining personalized advice with trusted investment and insurance solutions, we help our clients create, protect, and preserve wealth for generations.
17+
Years beside our
client families
client families
Our journey
From eleven families to twenty-four hundred.
2009
Founded in Gurugram with 11 client families and a conviction that advice should come before products.
2014
Crossed ₹50 Cr in assets under advice; launched our first goal-mapping framework for education and retirement.
2019
Went fully digital — paperless onboarding, online reviews, and our first NRI client families across three continents.
2026
2,400+ families, ₹640 Cr under advice, a research desk of six — and the same founder still taking client calls.
Advice before products
Every engagement starts with your goals and risk profile — never with a scheme brochure.
Radical transparency
Annual written disclosure of the commissions we earn on your investments. No surprises, ever.
One family, one advisor
You get a named advisor who knows your story — not a call-centre queue that knows your ticket number.
Through every cycle
We call you when markets fall — before you feel the need to call us. Behaviour is half the return.
“Started career in 2006 20+ years experience Serving 80+ brands in Life Insurance, Health Insurance, General Insurance, Mutual Funds & FD. Settled more than 650+ claims in Health,LIFE & General Insurance. Catering Financial Solutions to 1800+ Clients. ”
YDP
Yogesh Devrao Patil
MUTUAL FUND DISTRIBUTOR · LUTCF · 18 years
Client stories
Families who put a date on their dreams.
★★★★★
“I have been investing with them for over 15 years, and the experience has been exceptional. Throughout our long association, Ketan has shown a deep understanding of the market and...”
Kirtan J Parikh
Branch Manager, Ahmedabad
★★★★★
“Excellent financial guidance and service. I am doing my SIP through them and have had a very positive experience. They are knowledgeable, supportive, and explains investment options very clearly. I...”
Shomeet Colvalkar
Co- Partner,Mandovi Cruises ,Goa
★★★★★
“I joints from last 2 years with them & My experience with this has been very good; we can easily view transparent records of every transaction whenever we wish. ”
DC
Dilipkumar C Shah
M.Com Bed, Retired Higher Secondary Teacher,Gandhinagar
ONE CRORE INVESTMENT on mobile
Your entire portfolio, ONE CRORE INVESTMENT
At One Crore Investment, we believe every family deserves expert financial guidance. By combining personalized advice with trusted investment and insurance solutions, we help our clients create, protect, and preserve wealth for generations.
- Live portfolio value and XIRR across all family members
- One-tap SIP start, pause and step-up
- Goal trackers with funded-percentage at a glance
- Instant capital-gains & ELSS statements for tax filing
Family portfolio
₹1,12,48,320
▲ ▲ ₹84,210 today · XIRR 13.4%
Aarav's Education72% ●
Retirement 204441% ●
Emergency Fund100% ✓
Ready for a clearer view of your orange
Start with a free portfolio review, a consultation over chai, or open your account in ten minutes — the first step is always free.
Open an accountGet my free portfolio report
A named advisor — not a call centre — will reach out within one working day.
✦ AMFI-Registered Distributor · Serving families since 2009Analyse your portfolio