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.
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.