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SEBI-registered financial planning by Famli

Every rupee is saving for a moment: your own home, college, retirement.

Advisory Pro gives each of those moments a plan. A SEBI-registered Investment Adviser maps the path, and the Famli app tracks every step live.

Book a free callHow it works

SEBI-registered Investment Adviser, INA000021979

Three steps to a plan you can see.

You talk about what matters. We do the rest.

  1. 1

    Book a free call

    Pick a time that suits you.

  2. 2

    Get your goal plan

    Built around your moments by a SEBI-registered adviser.

  3. 3

    Track it together

    Live progress in the Famli app, shared with family.

Trusted with the moments that matter.

Planning experience you can lean on.

300+Client families advised, including NRIs in the US, Australia, Europe and the UAE
50+Investor awareness and training sessions, across 7+ institutions
2,000+Financial goals mapped and tracked

Figures for our lead adviser, Rohit Bornarkar, across his career, as of October 2026.

SEBI-registered Investment AdviserINA000021979
ISO 27001 certifiedAudited security
Account AggregatorRBI-regulated, consent-based
Read-only accessFamli cannot move money

Is Advisory Pro right for you?

It is, if any of these sound familiar.

  • You are saving for more than one big goal, and they all compete for the same money.

  • Your investments are spread across different apps, banks and brokers.

  • You want advice from someone who is not trying to sell you a product.

  • You want a clear answer to whether you are on track for the life you are planning.

Book a free callNo obligation. Pick a time that suits you.

An adviser for the big decisions. An app for every day.

Your SEBI-registered adviser builds your plan and reviews it with you. The Famli app keeps you and your family up to date on it, live.

Expert advice when it matters

Your adviser builds your goal plan and reviews it with you on a call, whenever life changes.

Progress in real time

Accounts sync through Account Aggregator, so every goal in the app updates on its own.

Shared with family

Invite your spouse or parents to see the goals you share. They see only what you choose, so everyone has peace of mind.

Illustrative screen. Names and figures are examples.

Rohit Bornarkar

Leads Famli's advisory team

Rohit Bornarkar

Head, Advisory, Regulatory and Product Strategy

"Every financial decision should ultimately help people live with greater peace of mind, confidence and purpose."

Rohit has spent over 18 years advising HNIs and families on investments, tax, estate planning, retirement and risk, and has trained more than 1,000 students, professionals and aspiring financial planners.

Experience
18+ years in wealth management and advisory
Advises on
Investments, income tax, risk, retirement and estate planning
Has trained
1,000+ students, professionals and aspiring financial planners
Has advised
300+ client families, including NRIs in the US, Australia, Europe and the UAE
Certifications
Certified Financial Planner (FPSB USA)
NISM Investment Adviser L1 (X-A) and L2 (X-B)
NISM XII, Securities Markets Foundation
NLP (Neuro Linguistic Programming)
Education
Chartered Accountancy, Intermediate (ICAI)
Executive Programme in Mergers, Acquisitions, Restructuring and Valuations, IIM Ahmedabad
Chief Digital Officer Programme, Indian School of Business
Registered entity
Famli Technology Products Pvt. Ltd., SEBI RIA INA000021979

Advice from someone accountable for it.

A SEBI-registered Investment Adviser is bound by regulation, not just good intentions. Here is what that means for you.

Acts in your interest

SEBI's code of conduct requires registered advisers to put your interest first in every recommendation.

Advice kept apart from selling

SEBI rules separate advice from product distribution for advisory clients, so a recommendation is not shaped by what a product pays.

Risk profile before any plan

Your adviser assesses your risk profile and checks that every recommendation suits it.

Everything on record

Your advice and the reasoning behind it are documented, so you can always see why.

Your data works for your plan. Nothing else.

Sharing your finances with an adviser takes trust. This is how Famli protects it.

Consent-based connections

Accounts connect through the RBI-regulated Account Aggregator framework. Famli never sees your banking passwords.

Encrypted and separated

Identity and financial data are stored in separate encrypted structures, with bank-grade encryption. ISO 27001 certified.

Read-only access

Famli cannot move money or place orders. You act on your plan through your own bank and investment platforms.

Read how Famli secures your data

Questions, answered.

Prefer to talk it through? Book a free call or message us on WhatsApp.

What is Advisory Pro?
Advisory Pro is Famli's goal-based financial planning service. A SEBI-registered Investment Adviser works with you to define your goals, understand your risk profile and build a plan that maps your money to each goal.
Is Famli a SEBI-registered financial advisor?
Yes. Famli Technology Products Pvt. Ltd. is registered with SEBI as an Investment Adviser (registration no. INA000021979). Advisory Pro is delivered under this registration, and you can check it in the list of registered Investment Advisers on SEBI's website.
What happens on the call?
At the time you pick, our advisory team calls you to understand what you are planning for, explains how Advisory Pro works and which plan suits you, and answers your questions. There is no obligation to sign up. If you go ahead, we help you connect your accounts and your adviser starts on your plan.
How is this different from advice from a distributor or an investment app?
A distributor earns commission from the products it sells. A SEBI-registered Investment Adviser is required to act in your interest, assess your risk profile and keep advice separate from product distribution. Advisory Pro also starts from your full financial picture rather than one product at a time.
Can I reach you on WhatsApp?
Yes. Message us on WhatsApp at +91 88570 49200 if you have a question before booking, or if none of the available times work for you.
Who will be my adviser?
Your plan is built by Famli's advisory team, led by Rohit Bornarkar. Advice is provided by Famli Technology Products Pvt. Ltd., a SEBI-registered Investment Adviser (INA000021979), and the individuals who advise you hold the certifications SEBI requires for investment advice.
Which accounts can I connect?
Mutual funds, stocks, bank accounts, fixed deposits and loans connect through the RBI-regulated Account Aggregator framework. You can add real estate yourself. We walk you through it after the call.
Can my family see my plan?
Only if you want them to. You can invite your spouse or parents to see the goals you share in Famli. They see only what you choose to share.
How do I track my progress?
Your connected accounts sync through Account Aggregator, so progress on every goal updates in the Famli app without manual entry.
Can Famli move my money or invest on my behalf?
No. Famli has read-only access to the accounts you connect. It cannot move money or place orders. You act on your plan through your own bank and investment platforms.
How often is my plan reviewed?
You can see progress on every goal in the app at any time. Your adviser revisits the plan with you at reviews, and whenever your income, expenses or priorities change.
How much does Advisory Pro cost?
Advisory Pro is a paid plan, and the fee depends on the plan that suits you. We share the exact fee with you on the call, in writing, before you sign up. The call itself is free.
Does Famli earn commission on what it recommends?
Not for advisory clients. As a SEBI-registered Investment Adviser, Famli is paid a fee by you for advice and keeps advice separate from product distribution.
How is my data protected?
Accounts connect through the RBI-regulated Account Aggregator framework, so Famli never sees your banking passwords. Famli is ISO 27001 certified, uses bank-grade encryption and stores identity and financial data separately.

Put a number on the moment.

Prices rise every year. Pick a moment and see what today's cost becomes by the time you need the money.

An assumption, not a forecast. Adjust it to suit this goal.

Your child's college will cost about
₹0

Your adviser builds the plan to get you there.

How much to set aside each month, where to put it and how to stay on track, based on your risk profile and what you already own.

Book a free call

Illustrative calculation of inflation-adjusted cost only. It does not project investment returns.

Start planning for your moments.

Pick a time that suits you. Our advisory team will call you to understand what you are planning for.

  • Free call, no obligation to sign up
  • SEBI-registered Investment Adviser
  • Your number is used only to contact you about Advisory Pro

Step 1 of 2

Book a free call

Your details first. You pick a time next.

What would you like to plan for? Optional

You will speak with Famli's advisory team, led by Rohit Bornarkar.

Prefer chatting? Message us on WhatsApp

The call is free. You are not signing up for any paid service.

© 2026 Famli Technology Products Pvt. Ltd. Data security

Famli Technology Products Pvt. Ltd. is a SEBI-registered Investment Adviser (INA000021979) and ISO 27001 certified. Famli connects to your accounts via the RBI-regulated Account Aggregator framework and does not hold, move or manage your money.

Investments are subject to market risks. Famli is a SEBI-registered Investment Adviser (INA000021979). Registration does not guarantee performance of advice or assurance of returns. Please read all scheme related documents carefully before investing.