Boutique financial planning practice

Financial awareness, before financial products.

Innovative Investments is a founder-led practice built for families who want clarity, confidence, and thoughtful financial planning without pressure or jargon.

Aliasgar Khambati
Founder

Aliasgar Khambati, CFP CM

Aliasgar leads Innovative Investments with a simple belief: people make better financial decisions when they understand the decision first.

The practice blends financial awareness, planning conversations, portfolio health checks, insurance review, retirement thinking, and learning-led guidance for Indian families, professionals, business owners, and communities.

CFP certification logo Certified Financial Planner credential
Financial planning-led approach with education first.
My Story

Why I Started Innovative Investments

I realised early that most people do not struggle with money only because they do not earn enough. Very often, they struggle because nobody teaches them how money works.

Over the years, I met families making major financial decisions based on hearsay, fear, or product sales rather than understanding. Many were trying to do the right thing, but the conversation around money had become too complicated, too rushed, or too product-driven.

That inspired me to build Innovative Investments not as another financial distribution firm, but as a place where financial awareness comes before financial products. My goal has always been to simplify finance so ordinary families can make informed decisions with confidence.

The website and Financial Learning Centre are an extension of that mission: a quiet place to learn, ask better questions, and begin the journey with clarity.

Boutique Practice

A Boutique Financial Planning Practice

Every family is different, so financial planning cannot be reduced to a standard template.

We intentionally remain selective so every client receives personal attention. Relationships matter more than transactions, and education always comes before recommendations.

That is what makes the practice different from large institutions: conversations are slower, more personal, and built around the family sitting across the table.

Professional Network

Supported by Trusted Professionals

Innovative Investments remains founder-led while collaborating with experienced consultants whenever a client situation requires additional professional input.

Aliasgar Khambati
Founder & Financial Planner

Aliasgar Khambati

Leads the planning, awareness, portfolio review, risk review, and learning-led client conversations.

Purushottam Reddy
Chartered Accountant Consultant

Purushottam Reddy

Collaborates on taxation, compliance, and financial structuring matters whenever a client situation requires specialist input.

Kshama Desai
Legal Consultant - Wills & Trusts

Kshama Desai

Supports clients on wills, trusts, personal-finance-linked legal documentation, corporate and commercial law matters, and related advisory support whenever required.

Farazdak Nasrulla
Technology & Digital Consultant

Farazdak Nasrulla

Supports technology initiatives, SEO direction, digital strategy, website development, and digital education tools.

Philosophy

Simple principles, applied with care.

Good financial planning is not about noise. It is about understanding the family, the purpose, the risk, and the behaviour behind each decision.

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Understand First

Financial decisions become better when they are understood.

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Plan with Purpose

Every investment should have a reason.

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Stay Invested

Consistency often matters more than timing.

Personal Values

What You Can Expect

A calmer, more transparent way to discuss money, goals, risk, and long-term financial decisions.

Education before Advice

We explain first, recommend later.

Personalised Attention

Every financial journey deserves individual care.

Long-term Relationships

We focus on decades, not transactions.

Integrity & Transparency

No unnecessary complexity. No pressure. No shortcuts.

Journey

From planning conversations to financial education.

The practice keeps evolving, but the center remains the same: help people understand before they act.

Financial Planning Journey
Helping Families
Financial Awareness Initiatives
Corporate Workshops
Financial Learning Centre
Digital Financial Education
"Financial planning isn't about predicting the future. It's about preparing for it."

Aliasgar Khambati

Start with learning

Let's Build Your Financial Confidence

Begin your financial journey not by rushing into an investment, but by understanding the choices in front of you. Learn the basics, ask better questions, and then decide with confidence.