Atul Naval Your Personal Finance & Money Coach
I help young adults and families build a practical, goal-linked money roadmap across mutual funds, fixed income and other assets.
- 30+ yrs
- Banking, Investing & Personal Finance
- 2
- Firms founded — money management and training
- 25 Cr+
- Client AUM and growing
- 8
- Finance certifications
About
Multi-asset investing experience, put to work on your lifestyle dreams
Three decades of experience across banking, training and personal investing taught me money concepts!
Today I run PowerMyMoney, a one-stop investment and risk management practice covering personal and family money management, and FinvantEdge, a training and consulting firm.
A personal finance enthusiast and multi-asset investor, I use my personal finance knowledge and investing experience to give my clients practical advice that connects their money to their lifestyle goals.
Certifications
- Certified Financial Education Instructor
- Certified Wealth Management Program (Advanced)
- Personal & Family Financial Planning
- Investment Evaluation
- Stay Ahead in Personal Finance
- Using the Time Value of Money to Make Financial Decisions
- MDP on Mutual Funds
- Corporate Finance
Experience
What I do today — and the experience behind it
Three decades in global banking and finance — put to work on your goals, not a sales target.
Services
How I can help you
Practical money guidance, wherever you are in India.
Personal & Family Money Coaching
One roadmap that links your money to the life you want.
Money Management & Cash Flow Analysis
Know what comes in, what goes out and what gets invested.
Retirement Planning
Size the target first, then fund it steadily.
Goal-Based Portfolio Construction
Every goal gets its own asset mix and timeline. Fund selection and execution — AMFI Registered Mutual Fund Distributor (ARN-249709).
Insurance & Risk Review
Term and health insurance sized right, before investing begins.
Portfolio Review & Rebalancing
Reviews every six months — rebalance instead of reacting.
Financial Literacy Education
Structured sessions for young adults, families and groups.
Learn & manage
Your Money Toolkit
Learn the basics, run the numbers, and manage your investments — all from here.
Client Speak
What clients say about working with me
Client names shortened for privacy. Testimonials are illustrative of typical engagements and are not a guarantee of investment results.
Let's talk about your money goals
Whether it's a family money roadmap or increasing your awareness and understanding of financial products, I'd be glad to hear from you.
Your details stay private. I use them only to contact you about your enquiry — never shared, sold or added to any external database.
Start with a free, no-obligation consultation
Share your name, email and phone number, and I'll reach out to understand your goals and suggest the right next step.