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Investing In Your Future
Expert wealth management solutions with over 10 years of experience in Mutual Funds, PMS, and AIF investments.
Unnati AI — financial clarity, on demand
Most money questions don't need a meeting — they need a clear answer, right now. Unnati AI gives you instant, jargon-free guidance, and hands you over to Aman when it's time to act.
Plan Your Wealth in 30 Seconds
Estimate your future corpus with our instant SIP & Lumpsum calculator — no sign-up required.
Why Choose Unnati Investments?
Trust us, your savings are in safe hands
Personalized Financial Roadmaps
Tailored strategies designed to meet your unique financial goals
Unbiased & Research-Driven Advice
Transparent recommendations backed by thorough market analysis
End-to-End Wealth Management
Comprehensive solutions covering all aspects of your financial journey
Consistent Monitoring & Proactive Updates
Regular portfolio reviews and timely insights to keep you informed
We value the trust you place in us. That's why we are committed to maintaining the highest standards for securing transactions and customer confidentiality.
Our Inspirational Milestones
Aman Sehgal
CFP | CFA Level 3
Expert Financial Guidance You Can Trust
With over 10 years of proven expertise in the financial services industry, Aman Sehgal brings unparalleled knowledge and experience to Unnati Investments.
A Certified Financial Planner (CFP) and CFA Level 3 Candidate, Aman is a proud alumnus of Delhi University. With his strong educational foundation and professional certifications, he has built a distinguished career in wealth management. Previously, he served as EX Channel Head at ICICI Prudential AMC and before that as an EX Relationship Manager at Kotak Securities, where he managed substantial portfolios and delivered exceptional results for high-net-worth individuals.
CFP & CFA Level 3
Certified Professional
Delhi University
Proud Alumnus
EX Channel Head
ICICI Prudential AMC
EX Relationship Manager
Kotak Securities
AMFI Registered
Mutual Fund Distributor
"At Unnati Investments, we believe in building long-term wealth through disciplined investing, personalized strategies, and unwavering commitment to our clients' financial success."
— Aman Sehgal, Founder
Comprehensive Investment Solutions
Tailored financial services designed to help you achieve your wealth creation goals
- Equity Funds
- Debt Funds
- Hybrid Funds
- Tax Saving Funds
- Customized Portfolio
- Direct Ownership
- Professional Management
- Regular Reviews
- Category I AIF
- Category II AIF
- Category III AIF
- Diversification
- Life Insurance
- Health Insurance
- Term Insurance
- Investment Plans
- Venture Capital
- Growth Equity
- Buyout Funds
- Strategic Partnerships
Ready to Start Your Investment Journey?
Schedule a consultation with our expert advisors and discover personalized investment strategies tailored to your goals.
Comprehensive Financial Planning Process
We follow a structured, holistic approach to ensure all aspects of your financial life are well-planned and optimized
Goal Planning
Define and prioritize your short-term and long-term financial goals
Risk Planning
Protect your wealth and loved ones with comprehensive insurance coverage
Retirement Planning
Build a secure retirement corpus for a comfortable post-work life
Tax Planning
Optimize your tax liability through strategic financial planning
Ready to Start Your Financial Journey?
Our comprehensive planning process ensures every aspect of your financial life is covered
It's Always A Good Time To Invest And Plan!
Plan for your financial goals with expert guidance and systematic investing
Dream Home
Who does not want an abode of their own. Start planning based on when you want to have your Sweet Home
Retirement
Do not make the mistake of delaying your investments for this most important goal of your life
Child's Education
The cost of higher education is increasing annually by more than 15%. It is important that you plan well in advance
Child's Wedding
By starting with a small SIP amount, you can benefit by power of compounding to meet this goal
Wealth Creation
Wealth Creation means earning extra. Wealth Creation is the most important part of financial planning
Emergency Fund
This is the most important goal but ignored by most of us due to lack of knowledge
Recommended Mutual Funds
Handpicked mutual fund schemes based on performance, risk profile, and investment potential
Medium Risk
Hybrid, balanced, large-cap equity
Invesco India Multi Asset Allocation Fund - Regular Plan - Growth
Invesco Mutual Fund
The Invesco India Multi Asset Allocation Fund is an open-ended hybrid scheme that invests in a diversified portfolio of equity, debt, and commodities (gold/silver) to generate long-term capital appreciation and income. It dynamically manages asset allocation to reduce volatility and navigate changing market cycles.
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Aditya Birla Sun Life Mutual Fund
The Aditya Birla Sun Life Balanced Advantage Fund (ABSL BAF) is a dynamic asset allocation hybrid fund designed to generate long-term growth with lower volatility. It adjusts its equity and debt exposure (65–100% equity) based on market valuation, aiming to cap downside risks and maximize upside potential. Ideal for conservative-aggressive investors seeking automated diversification.
Disclaimer: Past performance is not indicative of future returns. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. The recommendations are based on historical performance and should not be construed as investment advice. Consult with a financial advisor before making investment decisions.
How Your Investment Grows Over Time
Compare returns across different investment options
Bank
@3% Return
After 25 years
₹22.36L
Fixed Deposit
@6% Return
After 25 years
₹34.82L
Gold
@9% Return
After 25 years
₹56.48L
Sensex
@11% Return
After 25 years
₹79.53L
Mutual Fund
@15% Return
After 25 years
₹164.20L
(₹1.64Cr)
Start your investment journey today and watch your wealth grow!
What Our Clients Say
Trusted by investors who value expertise, transparency, and results
"Working with Aman Sehgal and Unnati Investments has been a transformative experience. Their expertise in portfolio management helped me achieve my financial goals faster than I expected. Highly recommended for anyone serious about wealth creation."
Rajesh Kumar
Business Owner
Mumbai
"Working with Aman Sehgal and Unnati Investments has been a transformative experience. Their expertise in portfolio management helped me achieve my financial goals faster than I expected. Highly recommended for anyone serious about wealth creation."
Rajesh Kumar
Business Owner
"As a first-time investor, I was nervous about mutual funds. Aman's personalized guidance and the team's patient approach made everything clear. My SIP investments are now growing steadily, and I feel confident about my financial future."
Priya Sharma
IT Professional
"The professional approach and deep market knowledge of Unnati Investments is impressive. They helped me diversify my portfolio with PMS and AIF options that aligned perfectly with my risk appetite and goals."
Vikram Patel
Entrepreneur
"Planning for my children's education seemed daunting until I connected with Unnati Investments. Their goal-based planning approach and regular follow-ups give me peace of mind. Excellent service!"
Anjali Mehta
Doctor
Join our growing family of satisfied investors and start your wealth creation journey today
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Do More With Unnati Investments
The financial world is moving at a fast pace with technological advancements that have brought financial services to your fingertips. We present to you the Unnati Investments app to stay ahead of the curve by unleashing the power of investments.
Easy Portfolio Management
Track all your investments in one place
Quick SIP Investments
Start SIP in just a few taps
Real-time Updates
Get instant notifications on your investments
Unnati Investments
Your Financial Partner
Our AMC Partners
Associated with India's biggest and most trusted Asset Management Companies
And many more leading AMCs across India