Shruti Purbiya

Still investing in just Sukanya Samridhi for your girl child? Think again! SSY vs Mutual funds

Budget plan for 1Lakh Monthly income Comment what income Budget Plan do you want? #budget #monthlyexpenses #shruti

Is your Loan Good or Bad? To know watch this video. All loans are not necessarily good, so take it carefully. To watch more such videos follow Finplanwith_shruti To start your investment journey with Shruti WhatsApp on 9167606797 #goodloan #badloan #finance #shrutipetrustkaro

Do you have a Pro-SIP plan? If not get one! #sip #lumpsum #stepupsip #limitedperiodsip #shrutipetrustkaro

Lumpsum invested 4.5 years ago. Check today's value. #lumpsum #compounding #shruti #mutualfunds

How compounding works in Mutual Funds #compounding #mutualfunds #shruti

Are you also paying taxes on your FDs? Stop paying heavy taxes on FDs and start savings in these funds to save taxes and more returns than FDs More returns + Less Taxes WhatsApp on 9167606797 to start your investment #fd #bond #inviets #shrutipetrustkaro

Don't miss these benefits from Government Schemes? #governmentscheme #benefit #shrutipetrustkaro

Equity-Debt asset allocation as per your goals and tenure of investment. Have you done the right allocation? #equity #debt #assetallocation #shrutipetrustkaro

India's Top Small Cap Mutual Funds #smallcap #mutualfunds #shrutipetrustkaro

3 SIPs for your Child's Bright Future! #childfuture #sip #financialplanning #shrutipetrustkaro

How to make your Mutual Funds Tax Free

Are you also from that 90%? Optionbuyer | optiontrading | f&o | sharemarket | shruti

Kids’ Tax-free investment Plans for both Girls and boys Kids| taxfree | investment plan | goverment schemes |

Loans in 'C' category😰🫣 Investment Ranking in India #investment #assetclass #financetips #shruti

Step-Up SIP: Small Increase, Big Difference Your income doesn’t stay the same forever — so why should your SIP? A Step-Up SIP allows you to increase your SIP amount periodically, usually every year, as your income grows. The real magic happens because you're not only investing more — your additional investments also get more time to compound. 💡 The earlier you start, the more powerful the step-up becomes. Income Growth + Step-Up + Compounding + Time 📲 Want to know how much your SIP could grow with an annual step-up? DM me “STEP-UP” and let’s plan it according to your financial goals. Finplanwith_shruti AMFI Registered Mutual Funds and SIF Distributor | ARN-249548 WhatsApp: 9167606797 Mutual Fund investments are subject to market risks. Read all scheme related documents carefully.

Iphone duo foldable phone for ₹2.99 Lakh or doing valuable things for 2.99 Lakh? Before upgrading your phone, ask yourself: 👉 Will this purchase improve my life—or just impress someone for a few months? That ₹3 lakh could instead help you: 💰 Start/increase your SIP 🏠 Build a goal fund 🛡️ Create an emergency corpus 📈 Start your journey towards long-term wealth Spend on what adds value to your life, not just what adds a price tag to it. Because the real flex isn’t a ₹3 lakh phone. The real flex is having ₹3 lakh working for your future. 🔥 #moneymindset #iphoneduo #moneymanagement #finplanwithshruti

1 Lakh monthly salary budget plan #budget #lakh #salary #shruti

500/- SIP can make you a crorepati! #crorepati #sip #shrutipetrustkaro

PPF, Mutual funds after taxes returns #ppf #mutualfunds #shruti

Who really made you more money? PPf or MF #ppf #murualfunds #shruti

Why is your portfolio not generating returns! #overlap #over-diversify #assetallocation #shrutipetrustkaro #advisorzaroorihai

India's Tax System #indiataxsystem #tax #taxseason #shruti

Investment Ranking! Worth it or trap! #investment #worthit #trap #shrutipetrustkaro

Don't let your money sleep in FDs, Let them work for you and create a good corpus for your future, think twice, invest wise! #fixeddeposit #fd #swp #passiveincome #mutualfunds

Those who can't continue the SIP for long, do Limited Period SIP #sip #limitedperiodsip #wealthcreation #explore

Monthly income for parents ✅ Wealth creation for future ✅ Ek plan, double benefit 💯 Unhone humein secure future diya… Ab hum unke liye secure income + apne liye wealth create kar sakte hain 💛 #monthlyincome #wealthcreation #lumpsum #swp #retiredparents

Don't wait to create a corpus of 2 Crore. Start today and achieve your goals smartly! #crorepati #2crore #couplegoals #goals #dreamcometrue

Lumpsum + SWP best combination #lumpsuminvestment #swp #financialconsultant #shrutipetrustkaro #exploremore

Why Company/Corporate Insurance is not enough? #corporateinsurance #medicalinsurance #shrutipetrustkaro

Plan your retirement #retirementplanning #explorepage

SIP + Lumpsum+ SWP 10 years planning #sip #lumpsum #swp

Step-up SIP #stepup #financetips #mutualfunds #returnoninvestment #financialmarkets

Investment plan for NRIs #monthlyincome #corpus #1crore #swp #shrutipetrustkaro

Check out these reasons of insurance claims getting rejected #insurance #medicalinsurance #shrutipetrustkaro

Buying a property for investment purpose? Then think again! #propertyinvestments #realestate #mutualfunds #shrutipetrustkaro #explorepage✨

Use SIF to upgrade your Mutual fund portfolio. And get advantage of falling market #sif #specialisedinvestmentfund #newinvestmentcategory #shrutipetrustkaro #explorepage✨

SIF (Specialised Investment Funds) Who should invest? ✔️ Investors with an already well-built mutual fund portfolio ✔️ Looking for diversification & advanced strategies ✔️ Have higher risk appetite ✔️ Can invest a minimum of ₹10 lakh Key Features 🔹 Minimum Investment: ₹10 lakh 🔹 Uses Advanced Strategies: Includes derivatives, hedging, long-short strategies 🔹 Flexible Investment Approach: Can benefit in both rising & falling markets 🔹 Professional Management: Managed by expert fund managers Benefits ✔️ Better risk-adjusted returns ✔️ Works in both bull & bear markets ✔️ Portfolio diversification beyond regular mutual funds ✔️ Potential to reduce overall portfolio volatility Risks Involved ⚠️ Complex strategies (not for beginners) ⚠️ Market & derivative risks ⚠️ Requires long-term understanding & patience Simple Understanding 👉 Mutual Funds = Straight driving 👉 SIF = Advanced driving with gears, reverse & control in all terrains To know more and kick start your investment in SIF, Whatsapp on 9167606797

You may have to pay the penalty if you didn’t buy insurance iearly. Be smart buy your insurance at the right time!! #medicalinsurance #terminsurance #viralreeĺs #shrutipetrustkaro

50 Lakh SWP for 20 years #swp #monthlyincome #mutualfunds #shrutipetrustkaro

Limited Period SWP for different goals Maternity leave income Retirement pension Children’s school fees Any monthly income #swp #monthlyincome #mutualfunds #shrutipetrustkaro

Market on discount! Don’t miss this opportunity to collect more units in less price! #marketfall #discount #sale #marketonsale #shrutipetrustkaro

Don’t just save for your child… INVEST early. Start at birth → Build a strong corpus Start school → Use SWP for fees Result? Fees bhi manage + Future bhi secure 🎯 To plan your kid's future planning Whatsapp on 9167606797 #kidsfuture #highereducation #investment #shrutipetrustkaro #exploremore

Is your Insurance policy right for you? #insuranceclaim #insurancepolicy #medicalclaim #preexistingconditions

1 Crore Corpus with SIP + Lumpsum in 1 year #sip #lumpsum #mutualfunds #shrutipetrustkaro

Right time to invest #investmenttime #mutualfunds #shrutipetrustkaro

Lumpsum investment done for 1 year SWP started next year (Lumpsum+ SWP) #lumpsuminvestment #swp #monthlyincome #returnoninvestment

Are you one of them? If yes then whatsapp or comment risk-profiling to kick start your investment in the right way #dontstopsip #sebi #riskprofiling #goals #explore

A Step-up SIP during a market correction, you get a double advantage: ✔️ More units at a lower NAV ✔️ Higher compounding by increasing your investment every year Want to build wealth? Change your strategy 💡 📩 Want to start your Step-up SIP? Whatsapp me “SIP”

Afraid of Market fall ?!!! Portfolio is negative?! Loss me darna easy hai… Par wahi pe decision aapki wealth decide karta hai Same market… Same client… Different mindset… Different results 📈 Aap kaunsa investor ho? 👀 #InvestorMindset #MarketCrash #MutualFunds #WealthCreation #FinancialWisdom”

Children education planning is crucial for parents as kids future depends on it. Also it increasing day by day so you require to plan it in a smarter way so that it can be covered right from the primary school till the higher studies #childreneducationplanning #investment #swp #shrutipetrustkaro #explorepage✨

Lumpsum investment done irrespective of market fall scenario, stayed invested in every market situation which gave the best compounded returns #lumpsuminvestment #mutualfunds #stayinvested #shrutipetrustkaro #explorepage

Along with a dream house plan a corpus of 5 crores #dreamhouse #corpus #mutualfunds #shrutipetrustkaro #explorepage✨

A consistent investor is never afraid of market falls. Staying invested and staying consistent is the only strategy to achieve the best compounding returns. #marketfall #consistent #mutualfunds #shrutipetrustkaro #exploremore

Market corrections during war or geopolitical events may create fear, but for investors they often become opportunities. Here’s a look at how markets reacted in past events. 📉📈 #marketfall #stockmarket #opportunity

From a small milestone to a remarkable achievement — every step climbed with hard work and belief. Grateful to everyone who supported this journey." ✨ #trophy #achievement #hardwork

Don’t die poor, plan your investments wisely #wealthcreation #generationalwealth #mutualfunds #shrutipetrustkaro #explore

50 Lakh Lumpsum invested just for 5 years #lumpsum #investment #mutualfunds #shrutipetrustkaro #exploremore

Earn 2.5 Lakh monthly income buy investing only for 3 years #monthlyincome #sip #swp #mutualfunds #shrutipetrustkaro

Anyone can start a SIP. Few stay consistent. That’s where real wealth is created. 🚀 #consistencyisthekey #sip #goals #mutualfunds #shrutipetrustkaro

A lumpsum investment during market crash gets you more units at lower prices. And when the market bounces back — those same units multiply your wealth faster. Market corrections due to events like Covid or war create fear in the short term but opportunity in the long term. A well-planned lumpsum investment during market fall can generate superior returns when markets recover. Fear creates panic sellers. Patience creates wealth builders. #marketfall #covid #war #lumpsuminvestment #shrutipetrustkaro

Retirement planning with mutual funds 3-in-one benefits #retirementplanning #mutualfunds #inflation #swp #sip [shrutipetrustkaro, exploremore]

60K SIP done for 5 years #sip #mutualfunds #mashruwealthcreation #shrutipetrustkaro #exploremore

SEBI has added new category to mutual funds for your different goals #sebi #mutualfunds #goals #shrutipetrustkaro #explorepage✨

How much your SWP amount should be as per your invested amount/corpus? #swp #monthlyincome #mutualfunds #shrutipetrustkaro #exploremore

1 Crore Lumpsum invested for 5 years thereafter started SWP #lumpsuminvestment #swp #mutualfunds #shrutipetrustkaro

20K SIP with Step-up for 7 years #sip #stepup #mutualfunds #shrutipetrustkaro #exploremore

40k SIP done for 5 years #sip #mutualfunds #shrutipetrustkaro #financetips #explore

Don't just in eat, do SWP #lumpsuminvestment #swp #mutualfunds #shrutipetrustkaro #explore

SWP from 20 Lakh Lumpsum #swp #lumpsum #mutualfunds #shrutipetrustkaro

Retirement Planning in 15 years #retirementplanning #mutualfunds #sip #shrutipetrustkaro #exploremore

1 Lakh SIP done only for 5 years #1lakh #sip #mutualfund #shrutipetrustkaro #explore

Lumpsum investment done of 50 Lakh for 5 years #50lakh #lumpsuminvestment #mutualfunds #shrutipetrustkaro

Rajpal Yadav’s case reminds us that smart money management, controlled debt, and disciplined cash flow matter more than lifestyle or fame. Wealth isn’t built by how much you make… but by how wisely you manage it. 💡💰 #rajpalyadav #debt #surrender #rajpalyadavcase #moneymanagement

Invest 30% of your salary and see the results in the chart how much you can create the corpus in 20 years #salary #sip #mutualfunds #shrutipetrustkaro #explorepage

Lumpsum 10 Lakh invested in medium risky funds 2 years ago #lumpsum #mutualfunds #shrutipetrustkaro #explorepage

Step-up SIP will help you reach your goals faster. So don't just do normal SIP do Step-up SIP #sip #stepupsip #mutualfunds #shrutipetrustkaro #explore

20k SIP returns in 19 years #sip #returns #mutualfunds #shrutipetrustkaro #exploremore

Lumpsum just not invested but also started SWP. Check the returns | Lumpsum | SWP | investment | finance | Investmentplanning | Shrutipetrustkaro |

Key Union Budget Announcements - 2026 ➡️ Financial Sector- High level committee for Banking for Vikisit Bharat to review the banking sector ➡️ PFC and REC to be restructured ➡️ Propose to introduce a market maker framework for bond market ➡️ Corporate bond market: total return swaps on corporate bonds ➡️ propose incentive of 1000cr for single bond issuance of more than 1000cr (current scheme under amrit is upto 200cr will also continue to support in mid and long term) ➡️ Services sector-core sector for Viksit Bharat ➡️ hubs for medical value tourism - 5 regional medical hubs - private sector partnership ➡️ Investment in Indian equities overall hike for PROI from 10% to 24% ➡️ Ayush centres - infrastructure for diagnostics ➡️ Focus on optometry, anaesthesia, applied psychiatry ➡️ Ayurveda gained acceptance since covid ➡️ Five regional medical hubs to be set up. AUSH and Yoga center will be in focus. Key companies to watch : Jeena Sikho Life and Vaidya Sane Labs ➡️ Medical tourism to be encouraged, positive for hospitals in metros ➡️ Propose to, 1. 3 all India centres for ayurveda , 2. evidence based research ➡️ propose loan-linked subsidy support for veterinary colleges ➡️ focus on astrophysics and astronomy - upgradation for telescope, and planetariums ➡️ National institute of hospitality for tourism sector. ➡️ Ecologgically sustainable mountain treks in Himachal, Uttarakhand, western ghats. ➡️ Bird watching traits in Odisha, AP and TN. ➡️ Khelo India mission to transform sports over next decade. ➡️ Support in Animal Husbandry ➡️ For Increasing farmer income, high value crops to be supported ➡️ Major focus on coconut planting, cashew to enhance exports ➡️ Promote on cultivation of Sandalwood ➡️ Establishing rare earth corridors in 4 states - Odisha, Kerala, AP and TN ➡️ Lakhpati didi scheme ➡️ Bharat Vistar-multilingual AI tool to be launched to enhance farm productivity and support farmers knowledge ➡️ Plan To Operationalise 20 New National Waterways Over 5 Years The government plans to operationalise 20 new National waterways over the next five years Training institutes will be set up as regional institutes #unionbudget2026 #finplanwith_shruti #shrutipetr

15k SIP for 15 years can give you 40k monthly income and 85 Crore Corpus #smartinvestment

Positive returns in the down market! Don't let market dips scare you! 📉 I always remind to stay invested and consistent. It's about playing the long game, not panicking over temporary fluctuations. Keep your eyes on the prize! 🚀💡 #InvestSmart #markerfall #sip #shrutipetrustkaro #exploreeverything

Recover your home loan through SIP #homeloan #swp #mutualfunds #shrutipetrustkaro #explore

Consistency is the 🗝️. Investment success doesn’t depend on how much or when you start, but on staying invested long enough to benefit from the power of compounding. #shrutipetrustkaro

Get Financial freedom in 10 years and do what you love! whatsapp to start your SIP #financialfreedom #sip #retirement #shrutipetrustkaro #explorepage

SWP can give you monthly income along with strong corpus in the end #swp #monthlyincome #corpus #shrutipetrustkaro #explorepage✨

50K to 1 Lakh SIP returns with different tenure of investment #sip #tenureofinvestment #mutualfunds #shrutipetrustkaro #explorepage

Become Crorepati by investing 5 years #crorepati #sip #financialconsultant #mutualfunds #shrutipetrustkaro

SWP in a falling market can be done? Check the table #swp #stockmarketfall #financialconsultant #explorepage #shrutipetrustkaro

10 years planning with SIP + Lumpsum+ SWP #sip #lumpsum #swp

SIP+Lumpsum+SWP for your kids' education #sip #lumpsum #swp #financetips #shrutipetrustkaro

1 Lakh Live Portfolio of a client who started investment 8 years ago #liveportfolio #1lakh #sip #ᴇxᴘʟᴏʀᴇᴘᴀɢᴇ #shrutipetrustkaro

NRI wants to Come-back to India with Monthly Income planning to maintain current lifestyle #NRI #monthlyincome #corpus #swp #shrutipetrustkaro

Term Plan, ULIP, Mutual Funds which one is right for you? #termplan #ulip #mutualfunds #shrutipetrustkaro

Investment with Shruti in 2026! Portfolio of SIP 70k SIP #2026 #sip #mutualfunds #financialconsultant #shrutipetrustkaro

Goal achieved by investing for just 4 years #goals #investmentplanning #mutualfunds #sip #shrutipetrustkaro

She Didn't start SIP 3 years ago. What did she miss?! #investmentjourney #opportunityloss #sip #mutualfunds #shrutipetrustkaro

In 2026 Become crorepati with this... #crorepati #2026 #financialjourney #mutualfunds #shrutipetrustkaro

Investment with Shruti in 2026. Achieve your financial goals with me To start your investment whatsapp me on 9167606797 #goals #2026 #mutualfunds #sip #shrutipetrustkaro

Lumpsum investment of 4 Crore for SWP started monthly income (withdrawal) immediately To start your investment whatsapp on 9167606797 #swp #mutualfunds #shrutipetrustkaro #financialconsultant #mashruwealthcreation

Investment with Shruti in 2026 To start your Financial journey with me Whatsapp on 9167606797 #shrutipetrustkaro #sip #mutualfunds #liveportfolio #2026

Did SIP only for 4 years and held it for next 3 years #sip #wealthcreation #finplanwithshruti #explorepage

Started SIP and stayed invested till date #SIPDiscipline #mutualfunds #shruti #ɪɴsᴛᴀʀᴇᴇʟs #explore

Lumpsum investment of Rs. 10 Lakh #lumpsuminvestment #mutualfunds #shruti #finplanwithshruti #explorepage

Retirement in 5 years with 2 Crore Corpus #retirementplan #sip #swp #shruti #finplanwithshruti

Late to invest? Plan it right! You might feel that you started your investment journey late, but your 45s and 50s are usually your peak earning years. During this phase, your income and savings capacity are higher, which allows you to invest larger amounts. With smart financial planning and the right investment strategy, a late start can still help you build your dream corpus faster and achieve your financial goals comfortably. To start your right investment whatsapp on 9167606797 #itsnevertoolatetostart #rightinvestment #sip #mutualfunds #financialconsultant

1 Lakh SIP Journey #sip #shruti #mashruwealthcreation #financetips #financialconsultant

Shaping your Retirement with SWP #swp #retirementplanning #returnoninvestment #financialconsultant #trendingreels

Salary-wise SIP amount These are minimum percentages. The higher your SIP, the faster you achieve your goals. Confused about how much your SIP amount should be? Whatsapp on 9167606797 #salary #sip #mutualfunds #returnoninvestment #financialconsultant #financetips #mashruwealthcreation #shruti #shrutipetrustkaro

Rather renewing FDs and losing value to tax and inflation, consider an SWP strategy that generates monthly income and helps your money grow over time. #fixeddeposit #swp #inflation #taxes #mutualfunds #monthlyincome #capitalappreciation #returnoninvestment #financialconsultant #financetips #mashruwealthcreation #shruti #finplanwithshruti #shrutipetrustkaro

SWP + SIP combination for wealth creation (Lumpsum investment) #shrutipetrustkaro #swp #sip #lumpsum #mutualfunds #returnoninvestment #financialconsultant #financetips #mashruwealthcreation #shruti #ɪɴsᴛᴀʀᴇᴇʟs #relatable #explore #explorepage

Earning Couple started 30% of salary as investment #couplegoals #earningcouple #salary #monthlyincome #sip #swp #ᴛʀᴇɴᴅɪɴɢʀᴇᴇʟs #ɪɴsᴛᴀʀᴇᴇʟs #financereels #explore #explorepage✨ #mutualfunds #mashruwealthcreation #shruti #shrutipetrustkaro

Couple with 3Lacs income, want to plan retirement corpus of 9 Crore #retirementplanning #sip #swp #financialliteracy #mutualfunds #returnoninvestment #financialconsultant #financetips #mashruwealthcreation #shruti #shrutipetrustkaro

Journey from 1 Lac SIP to 5.52 Crore SWP #sip #swp #mutualfunds #financialconsultant #financetips #mashruwealthcreation #shruti #shrutipetrustkaro #explorepage #ɪɴsᴛᴀɢʀᴀᴍʀᴇᴇʟs #trendingreels #relatable #financereels

Lumpsum investment+ SWP in 2022 after Covid #replyforcomment #swp #lumpsum #postcovidinvestment #mutualfunds #returnoninvestment #financialconsultant #financetips #mashruwealthcreation #shruti #shrutipetrustkaro

SWP for 10 years with different amount! #swp #mutualfunds #monthlyincome #futurevalue #corpus #financereels #returnoninvestment #financetips #financialconsultant #mashruwealthcreation #shruti #shrutipetrustkaro

SIP + SWP Combination #sip #swp #mutualfunds #financialconsultant #financetips #mashruwealthcreation #shruti #shrutipetrustkaro

Lumpsum + SWP of 20 Lacs #lumpsuminvestment #SWP #mutualfunds #returnoninvestment #monthlyincome #wealthcreation #financialconsultant #financetips #mashruwealthcreation #shruti #shrutipetrustkaro

3-in-1 planning with just 50k monthly #healthinsurance #termplan #wealthcreation #mutualfunds #mashruwealthcreation #financialconsultant #financetips #shruti #shrutipetrustkaro

One Move, Two Benefits on investing in mutual funds #mutualfunds #ltcg #propertyinvestment #buyingproperty #notax #financialconsultant #financetips #mashruwealthcreation #shruti #shrutipetrustkaro

Story of my client #client #financialplanning #investmentplanning #sip #retirementplanning #corpus #financialconsultant #financetips #mashruwealthcreation #shruti #shrutipetrustkaro

Create 1 Crore in 5 years! #1crore #corpus #mutualfunds #sip #financialconsultant #financetips #mashruwealthcreation #shruti #shrutipetrustkaro