Mutual Funds
SIP or lumpsum — invest with the right guidance and reach financial independence.
Invest · Insure · Plan · ProtectNumbers Today,
Numbers Today,
Security Tomorrow,
Freedom Always.
CA RG Investment Advisory helps you plan, invest and stay on course — guided by a Chartered Accountant and former Air Force officer with 19 years of financial experience.
- ₹10 Cr+
- Assets advised
- 50+
- Families served
- 19 yrs
- Experience
CA RG Investment Advisory
mfsahihai.net
Goal-based, research-backed planning
Discipline of the Armed Forces
Strategy from IIM Lucknow
What we offer
Committed to helping you achieve financial freedom
One advisor for every part of your financial life — investments, protection and taxation.
Health Insurance
Protect your savings from medical emergencies with the right cover.
Term Insurance
Make sure your family stays financially secure in your absence.
Corporate FDs
Stable, fixed-return options to balance your portfolio.
National Pension System
Tax-efficient retirement building with market-linked growth.
Portfolio Management
Professionally managed strategies for larger portfolios.
Loan Against Mutual Funds
Unlock liquidity without breaking your investments.
Tax Planning
CA-led planning so you keep more of what you earn.
Personalised service
Advice built around your financial situation
No templates. Every plan starts with your income, responsibilities and timelines.
Goal-Based Investment
Make your money make money. Start an SIP with a small amount and watch it work towards each goal.
Portfolio Management
We regularly review and rebalance your portfolio to keep it on track and beat the benchmark.
Tax Planning
Chartered Accountant-led tax planning that shows exactly how much you can save this year.
Risk & Protection Review
The right term and health cover so one event never undoes years of disciplined investing.
Goal planning
Start an SIP with expert guidance
Every goal needs a first step in the right direction.
Own House
Dreaming of your own home? Reach it faster with the right plan.
Dream Car
Invest in the right places and drive it home sooner.
Vacation
Travel without breaking into your long-term savings.
Kids' Education
Finances should never stop them from pursuing a career.
Happy Retirement
Plan the corpus that lets you retire early and comfortably.
Children's Wedding
Fund the celebration without compromising on the budget.
Start a SIPOpens our secure AssetPlus investment page in a new tab.
Why an advisor
Wondering how a financial expert can help you?
Markets reward patience and process. Our job is to give you both.
- Customised investment solutions
- Real-time portfolio monitoring
- New investment ideas
- Returns that beat the benchmark
- Research-backed fund selection
- Wealth protection planning
Plan with numbers
Calculators to plan your goals
Move the sliders and see results update instantly — no sign-up, no redirects.
SIP Calculator
See how a monthly SIP builds wealth over time.
₹10,000
15 yrs
12%
Your projection
Total invested
₹18,00,000
Estimated returns
₹32,45,760
Corpus value
₹50,45,760
Illustrative calculation only. Actual returns are market-linked and not guaranteed.
About the founder
Squadron Leader (CA) Raghvendra Goswami (Retd.)
A seasoned finance professional with 19 years of experience across financial management, investments, taxation, audit, compliance and risk governance.
A Chartered Accountant and IIM Lucknow-trained management professional, combining financial expertise with strategic business thinking.
A former Indian Air Force officer (Squadron Leader, Retd.), bringing a decade of leadership, discipline, accountability and mission-focused decision making.
Diversified experience across corporate, professional practice, investment and defence environments, with a deep understanding of financial decision making.
Discipline from the Armed Forces. Financial expertise from CA & CS. Strategy from IIM Lucknow.
Three institutions. One philosophy: think strategically, act with discipline, build wealth with purpose.
Qualifications
- 1B.ComCommerce foundation
- 2CAChartered Accountant
- 3CS (Executive)Company Secretary
- 4Squadron Leader (Retd.)Indian Air Force
- 5IIM LucknowManagement programme
- 6NISM Series V-AMutual fund distribution
Vision & Mission
To make everyone financially free with proper planning and execution — so they can own their time.
Our Network
Proud partner of AssetPlus
Free consultation
Let's plan your financial freedom
Share your details and get a no-obligation conversation about your goals.