Strategic Financial Goal Planning for a Secure Future
Achieve Every Life Goal — On Time, Every Time
480+
Goals Planned
180+
Goals Already Achieved
7 Crores+
Worth of Goals Achieved
Clients Are 3X
Confident of achieving goals
Specialized Goal Planning Solutions
0+
Satisfied Clients
Our assurance to you
Take Control of Your Financial Future
Hit Your Milestones on Schedule
Consistent Progress, No Guesswork
Prepare for Your Life’s Uncertainties
Connect, Collaborate, & Create Limitless Opportunities.
Discovery Meeting
Plans Options
Complete Purchase
Lifetime Support
Embrace Innovation, Adapt Quickly, and Lead with Confidence.
Why Work With Us
Client First Approach
Personalised Suggestions
Complete Handholding
Transparency
Dedicated Expert
Meet Anuj Kesarwani
Anuj Kesarwani is the founder of Zenith Finserve, with over a decade of experience in comprehensive financial management.
His expertise spans financial planning, retirement planning, cash flow management, investments, loans, insurance, tax, and estate planning, helping individuals make smarter, well-rounded financial decisions.
He holds globally recognized certifications, including Certified Financial Planner (CFP) and Chartered Trust and Estate Planner™ (CTEP™), reflecting his deep commitment to professional excellence.
Anuj’s insights and perspectives have been featured in leading financial publications such as Moneycontrol, Economic Times, The Fynprint and Outlook Money, making him a trusted voice in the industry.
The Truth About Goal-Based Financial Planning
Goals planning is a one-time exercise
Income, expenses, responsibilities, and life situations change. We need regular reviews to stay relevant.
Good returns will help me reach my goals
Investing in high return products ignoring discipline, time horizon, and risk management can derail goals.
If I invest as per the goals, my money will be locked in till the goal is achieved
Good goal planning includes provision for withdraw money for unforeseen situations and liquidity
If I invest based on goals, I will lose the flexibility if my goals change in future
Investing based on goals brings discipline in money management. Investing based on goals ensures that money is saved. Good planning ensures that the savings for one goal can be used for some other as life is unpredictable.
Pathway To Your Zenith
We understand your needs, create a customised plan, put the plan into action, and keep reviewing it as life changes.
Discovery Call
See What’s Possible
Building Your Financial Foundation
We Suggest
Put the Plan into Action
Track, Review, and Adapt
What Our Clients Have To Say !
Monil Thakkar
Pranal Patankar
Purnima Mistry
Yogita Tiwari
Not Just Planning. The Right Way Of Planning
| Parameter | With Zenith Finserve | With Others |
|---|---|---|
| Beginning | Starts with your life goals | Starts with products |
| Goal setting | Converts dreams into clear, measurable goals | Goals often stay vague |
| Goal covered | All goals | Mostly wealth creation |
| Approach | Personalised | Generally generic |
| Risk protection | Health cover, life cover, and emergency fund planned first | Generally left unattended |
| Handling life events | Provision for income reduction/ break/ loss, health situation, or unforeseen situations | Assumes smooth life |
| Investment selection | Investments aligned to each goal and timeline | Same products for all goals |
| Predictability | Focuses on steady and realistic progress | Focuses on high return promises |
| Review frequency | Reviewed every 6 months | Reviewed only when new products arise |
| Reaction to uncertainty | Plan stays steady despite news and market noise | Frequent changes due to fear |
| Client experience | Calm, structured, and reassuring | Often confusing and reactive |
| End result | You move towards goals peacefully | You keep worrying about markets and returns |
Answering Your Most Common Questions
What do you do in goal-based planning at Zenith Finserve?
We convert your wishes into clear, measurable goals.
For example, we convert “I want to buy a home” into “buy a 2 BHK flat in Mumbai in 7 years that currently costs ₹2.5 crores”.
Then, we align your money to your goals.
How does goal-based planning help?
It tells you how much to invest, where to invest, and for how long.
It also helps you prioritise goals when you have many and also have adequate buffers and protections in place for unforeseen situations.
Why can’t I just save and invest on my own over taking Zenith’s help?
Without guidance and goals, money often gets spent or invested aimlessly.
This leads to low returns, high risk, or money being stuck when you need it.
How will Zenith Finserve help us when markets go up or down?
We focus on your goals and make timely adjustments, protecting your funds when the markets go down while also taking advantage of the opportunities that come our way.
Does Zenith Finserve track progress after we start?
Yes, definitely. We review your progress at pre-set regular intervals. This keeps your goals on track and predictable.
How will Zenith Finserve help if my goals change over time?
That’s normal. Your goals evolve as your life changes.
We will keep making adjustments to align with the changes over time.