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 achieve your financial freedom — planning, investing and staying with you through every part of your financial journey. 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
Discipline from the Armed Forces
Financial expertise from CA & CS
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.
How we work
Process undertaken to take control of your wealth
A clear, repeatable path from the first conversation to a portfolio that stays on course.
Understand
We map your income, responsibilities, goals and risk appetite before recommending anything.
Plan
A goal-based roadmap that links every rupee to a clear purpose and a timeline.
Invest
Research-backed funds and products, executed through your secure AssetPlus account.
Review & Rebalance
Regular monitoring and rebalancing so your plan stays on track through every market cycle.
Goal planning
Start your investing journey with expert guidance
Every goal needs a first step in the right direction — organised by how soon you'll need the money.
Short-term goals
0–3 years
Emergency fund
Build a safety cushion for the unexpected.
Pay off high-interest debt
Clear costly loans and free up your cash flow.
Save for a vacation
Plan the trip without touching long-term savings.
Create a monthly budget
Give every rupee a job with a simple plan.
Medium-term goals
3–7 years
Home down payment
Save steadily towards your own home.
Buy a car
Reach your dream car sooner with the right plan.
Start an investment portfolio
Put your money to work across the right funds.
Children's education
Fund their studies without last-minute stress.
Long-term goals
7+ years
Retirement corpus
Build the corpus for a comfortable, early retirement.
Become completely debt-free
Work towards a life with zero liabilities.
Estate planning
Pass on your wealth smoothly to the next generation.
Children's wedding
Fund the celebration without compromising the budget.
Start Investing (SIP/Lumpsum)Opens 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
Type a value or drag the sliders — results update instantly, no sign-up and no redirects.
SIP Calculator
See how a monthly SIP builds wealth over time.
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.
Knowledge base
Learn as you grow your wealth
A growing library of helpful videos, articles and posts — new resources are added here over time.
VideoSample
Mutual fund basics for first-time investors
A short primer on how mutual funds and SIPs actually work.
OpenArticleSample
How SIPs help build long-term wealth
Why disciplined, regular investing beats trying to time the market.
OpenPostSample
Investor awareness & protection
Official investor education resources from the market regulator.
OpenNew videos, articles and posts will appear here as they're published.
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.