Goals First
Every conversation begins with what matters to you, not a product.
THE SETUFI DIFFERENCE
Boutique by choice. Personal by design.
We intentionally work with a select number of investors, allowing time to understand your aspirations and build lasting relationships.
Curated for You
Mutual fund scheme selection considers your goals, time horizon and risk profile.
Ethics at Heart
Integrity, transparency, suitability and clear disclosure guide our investment approach.
START WITH A GOAL
Every goal deserves a thoughtful plan.
From tomorrow's milestones to retirement needs, align your investment decisions with the goals that matter most to you.
Own Home
Plan for a place to call your own.
Dream Car
Prepare for life's special purchases.
Travel
Make room for meaningful experiences.
Children's Education
Support their future opportunities.
Retirement
Plan for independence and comfort.
Family Legacy
Prepare for the next generation.
SOLUTIONS FOR EVERY STAGE
Committed to your financial well-being.
Mutual Funds
InvestBuild a diversified investment portfolio aligned with your goals, time horizon and risk profile through suitable mutual fund schemes.
Health Insurance
ProtectPrepare for unexpected medical expenses with health insurance solutions suited to your family's needs.
Life Insurance
SecureProtect your family's financial future with life insurance solutions aligned with your responsibilities and needs.
Goal-based Planning
Define your financial goals and build an investment approach aligned with what matters to you.
Family Protection
Identify suitable insurance solutions to help protect you and your family against unforeseen events.
Portfolio Curation
Build a thoughtfully curated mutual fund portfolio based on your goals, time horizon and risk profile.
Disciplined Investing
Develop a consistent investment approach designed around your goals and investment horizon.
Periodic Review
Review your investments periodically as your goals and circumstances evolve.
Succession Planning
Organise your financial assets thoughtfully to support a smooth transfer to the next generation.
DIGITAL CONVENIENCEPersonal relationships. Seamless access
Our digital investment and client-servicing experience is enabled through AssetPlus, our technology platform partner.
PLAN WITH PERSPECTIVE
Tools to explore your goals.
SIP Calculator
See how regular monthly investments can grow over time towards your financial goals.
Compound Interest
Visualise the power of compounding and see how your money may grow over different time periods.
Lump Sum Calculator
Estimate how a one-time investment may grow over time based on your inputs.
Goal Setting
Work out how much you may need to invest towards a specific financial goal.
Retirement Fund
Estimate the corpus you may need for retirement and understand how much you may need to invest.
Education
Estimate the future cost of your child's education and plan the investments required to work towards that goal.
These calculators are intended as planning tools and provide estimates based on the inputs and assumptions selected. Actual investment outcomes may vary.
About Us
Experience in finance. Commitment to people.
Shalini Goyal, QPFP®, Founder of SetuFI Finserve, brings 24 years of experience across banking and financial services, with a career spanning client service, banking, strategy and digital transformation.
Her philosophy is simple: listen first, simplify financial decisions and always put the client first.
At SetuFI, we build meaningful, long-term relationships with a select number of families, helping them make thoughtful decisions around their investments, protection needs and financial goals, with greater clarity, confidence and control.
Our partners
Our Mutual Fund Partners
Access a wide range of mutual fund investment options through our network of 40+ AMCs
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
HOW TO GET STARTED
A financial journey, shaped together.
- 1
Start Together
We begin by understanding your family, priorities and what matters most.
- 2
Define the Goals
Together, we bring clarity to your goals, time horizon and comfort with risk.
- 3
Shape the Approach
We align suitable investment and protection options with your overall financial priorities.
- 4
Put It into Action
We help translate the agreed approach into clear, disciplined action.
- 5
Review & Evolve
We stay connected, review progress and adapt as life and priorities change.
Let's Connect
Let's begin with what matters to you.
Whether you are planning for a milestone, reviewing mutual fund holdings or exploring protection options, begin with a conversation about your needs.