Invest First - Plan Smart.
Grow Always.
"From the city of Goddess Mahalaxmi, Goddess of Wealth and prosperity, I believe wealth creation — like devotion — is a long-term journey built on patience, research, and trust."
NISM Certified | AMFI Registered MFD | Insurance Advisor
Meet Your Financial Guide
I am Amol Deshmukh — a personal finance professional based in Kolhapur, Maharashtra, with over 8 years of experience in equity research and 4+ years as an AMFI Registered Mutual Fund Distributor and Insurance Advisor.
My approach is simple — every client is unique. Before recommending anything, I first understand your risk appetite, your life stage, and your financial goals. Whether you are a salaried professional in your 20s, a business owner in your 40s, or an NRI planning to invest back in India — I design a plan that fits your life, not the other way around.
I am not tied to any single fund house. As a multi-AMC distributor, I recommend schemes purely on merit — what is best for you, not what earns the highest commission. That is the InvestFirst promise.
Everything You Need, Under One Roof
Mutual Fund Investment
SIP or lumpsum — I help you choose the right mutual fund schemes across all major AMCs based on your goals, risk profile, and investment horizon.
ExploreInsurance Planning
Term life, health, and personal accident insurance — I help you choose covers with the highest claim settlement ratios, so your family is protected when it matters most.
ExploreLife-Stage Investment Planning
Whether you are below 30, in your mid-years, or approaching retirement — I design a mutual fund-based investment plan tailored to exactly where you are in life and where you want to go.
ExploreLearn Equity Research
Master the art of analysing Indian listed companies like a professional. Join my upcoming course covering fundamental analysis and career guidance for aspiring research analysts.
ExplorePortfolio Health Check
FREEAlready holding mutual funds? Find out how your money is really split, whether your funds are quietly buying the same shares, what they charge you each year, and the return you have actually made. Free, and no payment is ever asked for.
Get my free health checkLoan Planning Report
Taking a home loan or a car loan? Before you sign, find out what it will really cost you over its lifetime, which lender is genuinely cheapest, and how many years you should take it for. You pay me — no bank pays me anything.
ExploreHow I Work With You
A simple, transparent, 3-step process — no jargon, no pressure, no mis-selling.
Understand You
We start with a free conversation. I learn about your income, your goals, your current investments, and most importantly — your risk appetite. No forms. No pressure. Just an honest conversation.
Design Your Plan
Based on your risk profile and life stage, I recommend a customised mutual fund portfolio and suitable insurance covers — backed by research, not by commission incentives.
Review & Stay on Track
Markets change. Life changes. I stay in touch, review your portfolio periodically, and adjust your plan whenever needed — so you are always on track toward your goals.
Credentials That Speak for Themselves
Investing in India from Abroad? I Make It Simple.
If you are an NRI looking to invest in Indian mutual funds, I handle all the complexity for you — NRE/NRO accounts, FEMA guidelines, KYC requirements, and repatriation rules. I work with NRI clients entirely online across time zones.
Ready to Take the First Step?
Whether you want to start a SIP, get the right insurance cover, or simply understand where your money should go — let's have a free, no-obligation conversation.