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About Us Hero
About Us

Building Lasting Wealth, Guided by Principles.

Discover the story, philosophy, and credentials behind PlantRich's commitment to your financial well-being.

About Us - Our Story
About PlantRich

Financial decisions are personal. Your approach should be too.

Founded in Mumbai in 2007, PlantRich Consultancy LLP is an AMFI-registered Mutual Fund Distributor focused on helping individuals and families make informed, goal-oriented financial decisions.

"Don't begin with a product. Begin with the person."

Every individual and family has a different combination of goals, responsibilities, resources, experiences, and priorities. Our role is to understand that context first and then facilitate suitable financial solutions aligned with their needs.

Our Approach

We look at your financial life as a connected picture rather than a collection of individual products. Each decision can influence another.

  • Your investments & protection needs.
  • Your retirement goals & long-term aspirations.
  • Your responsibilities & liquidity requirements.

Our approach focuses on bringing greater structure and clarity to the financial decisions that matter to you.

PlantRich Today

A legacy built on trust, transparency, and continuous engagement.

19+

Years Experience

400+

Families Guided

Across India & Globally

AMFI Registered

ARN 60149

APMI Registered

APRN 01162

IRDAI Licensed

NPS Authorised

Built on Relationships, Not Transactions

PlantRich was founded with the belief that meaningful financial relationships take time. As your circumstances change, your financial priorities change too. Our relationship extends beyond a single transaction.

📈

A career
evolves

👨‍👩‍👧‍👦

A family
grows

🎓

Children become
independent

🏢

Businesses
expand

🏖️

Retirement
approaches

🔄

Responsibilities
change

From Understanding to Action

Our client journey begins with understanding. We take time to learn about your financial circumstances, goals and priorities before discussing suitable solutions. The objective is not to add more products to your financial life. It is to help you make more informed decisions about the solutions relevant to your circumstances.

Goal-based Mutual Funds Financial Coaching Portfolio Review NRI Guidance Insurance & NPS PMS & AIF Legacy Planning

What We Stand For

Clarity over complexity

Financial conversations should be understandable—not intimidating.

Goals over products

Financial products are means to an end. The starting point should always be the objective.

Discipline over noise

Long-term financial decisions require consistency and perspective, particularly through changing market conditions.

Relationships over transactions

We aim to build relationships that evolve alongside our clients' financial lives.

Education over jargon

An informed client is better placed to understand and participate in their financial decisions. We prioritize continuous investor education.

Our Purpose

To make financial conversations more thoughtful, structured and meaningful—so individuals and families can make informed decisions about their financial future.

Our Mission

We are on a mission to re-write 10,000 money stories with us!

Our Vision

To build a trusted financial coaching and distribution practice where people feel understood, informed and supported throughout their financial journey.

A Note on Our Role

PlantRich Consultancy LLP is an AMFI-registered Mutual Fund Distributor (ARN 60149). We facilitate distribution of financial products in the capacities in which we are appropriately registered/licensed. We are not a SEBI-registered Investment Adviser. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

OUR PHILOSOPHY

Rewriting Your Money Story.

Money is deeply personal.

Behind every investment is a dream.

Behind every goal is a family.

Behind every financial decision is a life waiting to be lived.

That is why we begin with understanding you—not your portfolio. Before discussing products, we seek to understand your aspirations, responsibilities, concerns, and priorities.

Only then do we recommend suitable financial solutions aligned with your goals, risk profile, and investment horizon.

This philosophy has guided PlantRich since 2007 and continues to shape every client relationship we build.

Meet the Guide

MEET THE GUIDE BEHIND PLANTRICH

Khyati Mashru Vasani - Chief Financial Coach

Known As

The Money Monk

Khyati Mashru Vasani

Founder & Chief Financial Coach, PlantRich Consultancy LLP

CWM® (USA) George Kinder Certified Life Planner NISM Certified
"I have never believed money should be the centre of life. It should quietly support the life you truly want to live."

Started at CNBC Awaaz...

Realised financial information was everywhere...

Real guidance wasn't...

Founded PlantRich in 2007...

Today guides 400+ families...

Instead of selling products...

She helps families rewrite their money story.

Our Award

Awards

2020
2019