Savart One · Financial planning
Plan every money goal, together.
A personal financial roadmap that ties your investments to your real-life goals. Built with a SEBI-registered advisor, so every decision fits the bigger picture.
One plan for your whole financial life
Everything that decides where your money goes.
Retirement
Know the number you need and the path to reach it, at your own pace.
Buying a home
Plan the down payment and the loan without stalling your other goals.
Children's education
Build the corpus for school and college, year by year.
Emergency reserves
A cash cushion sized to your life, so a bad month stays a bad month.
Insurance planning
The right cover for life and health, no more and no less than you need.
Tax optimisation
Keep more of what you earn, within the rules, across the year.
Wealth protection
Guard what you have built against the risks that can undo it.
Assets and liabilities
Map everything you own and owe in one place, so decisions are clear.
Goal amount planning
Turn each goal into a target amount and a monthly number that gets you there.
Rebalancing
Keep your mix aligned to your goals as markets and life move.
Parents and dependents
Plan for the people who depend on you, alongside your own goals.
Start free, go deeper when you are ready
Get a clear picture at no cost. Bring in an advisor for the full plan.
Start with a clear picture
- Basic financial persona
- Asset analysis
- Rebalancing advice
- Assets and liabilities mapping
A full plan, built with an advisor
- In-depth finance and asset analysis
- Deep insurance and loan review
- A target amount for each goal
- Emergency fund sizing
- Asset allocation
- Mutual fund consolidation
A real relationship, not a one-off report
You work with a financial planner over time, so the plan grows with your life instead of gathering dust.
- Year 1
Alignment
We map your money to your goals, fix the gaps, and set the plan in motion.
- Year 2
Reviews
We check in as life and markets change, and adjust the plan so it stays yours.
- Year 3
Active wealth building
With the base in place, we focus on growing wealth toward the goals that matter.
The point is to plan around everything you have, not one goal at a time.
Who it is for
Working professionals
Turn a steady income into goals you can see, without guesswork.
Families
Plan education, a home, and retirement together, in one place.
Business owners
Separate personal and business finances and protect what you build.
Young investors
Start early with a plan, and let time do the heavy lifting.
Questions, answered
Is this only about investing?
No. Savart One is full financial planning. It covers retirement, insurance, tax, loans, emergency reserves, and protection, and ties your investments to those real-life goals.
Do I have to pay to start?
No. The free plan gives you a basic financial persona, an asset analysis, rebalancing advice, and a map of your assets and liabilities. The paid plan adds a deeper, advisor-led plan across insurance, loans, a target amount for each goal, and how your money is split across investments.
Who is behind the advice?
Savart is a SEBI-registered investment advisor and has been since 2016. Your money stays in your own account the whole time. We plan and advise; you decide and act.
How does the relationship work over time?
You work with a financial planner year after year. The plan is reviewed as your life and the markets change, so it keeps reflecting where you actually are.
Your goals deserve a plan.
Talk to an advisor, or get the app and start free.