Advisory Services
Goal-based, personalized investment advice aligned with your risk appetite and financial objectives.
As a SEBI-registered Investment Adviser, we operate under a fiduciary framework—our recommendations are tailored to your goals, with no conflicts of interest. See your complete financial life in one place, with AI-powered insights and goal-based planning.
Consolidated Networth View
See your complete financial life — in one place.
- Unified view of investments, bank accounts, loans & assets
- Track your wealth growth year-on-year
- Family-level dashboard (self, spouse, dependents)
- Networth trend charts & asset allocation breakdown
Know exactly where you stand. Anytime.
AI-Powered Advisory & Smart Nudges
Insights you didn't know you needed.
- Detect hidden portfolio overlaps & concentration risks
- Identify underperforming investments automatically
- Smart nudges on spending patterns & savings gaps
- Unbiased recommendations — no commissions, no push products
Data-driven clarity. Human-guided discipline.
Goal-Based Planning & FIRE Calculator
Turn dreams into structured financial targets.
- Retirement & FIRE planning calculator
- Child education & life milestone planning
- SIP & asset allocation roadmap
- Real-time goal progress tracking
Plan it. Track it. Achieve it.
Important Disclosures
- Hijli Investment Advisors Pvt. Ltd. is a SEBI-registered Investment Adviser under the SEBI (Investment Advisers) Regulations, 2013. We provide investment advisory services and do not offer portfolio management services.
- Investments in securities market are subject to market risks. Read all the related documents carefully before investing.
- Registration granted by SEBI, enlistment as Investment Adviser (IA) with BSE Ltd. and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
- IA refers to SEBI Registered Investment Advisers.