AS
Amit Sharma
Senior Financial Consultant
12+ years experienceView Profile →Let Money
Work For You
Where Statistical Thinking Meets Financial Goals,
Powered by Technology.
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10+Years Experience
500+Happy Clients
₹250 Cr+Assets Facilitated
MultipleFinancial Partners
What Are You Looking For?
Your Goals. Our Investment Solutions.
Every investor has a different destination. Encompass helps you explore suitable Mutual Fund investment options based on your goals, risk profile and investment horizon.
Build Long-Term Wealth
Build Long-Term Wealth
Your goal: Grow wealth over time and work towards financial independence.
Our solutions: SIPs, lump-sum investments, goal-oriented investing and periodic portfolio reviews.
Secure Your Child’s Future
Secure Your Child’s Future
Your goal: Prepare for future education and other important milestones.
Our solutions: Goal-based Mutual Fund investing, SIP planning and progress reviews.
Achieve Major Life Goals
Achieve Major Life Goals
Your goal: Accumulate funds for a major purchase like Home, Car, Foreign Vacation or other Dreams.
Our solutions: Investment-horizon-based Mutual Fund selection, SIPs and periodic progress tracking.
Prepare for Retirement
Prepare for Retirement
Your goal: Build a retirement corpus and prepare for changing income needs.
Our solutions: Retirement-focused investing, long-term accumulation strategies and portfolio reviews as retirement approaches.
Manage and Review Existing Investments
Manage and Review Existing Investments
Your goal: Understand your portfolio and keep investments aligned with changing needs.
Our solutions: Portfolio review, investment consolidation support, risk-profile review and monitoring.
Why Encompass?
Why Investors Prefer
Encompass
Smarter Insights, Structured processes, A more secure future tomorrow.
Statistical Thinking
The financial decisions are supported by data, analysis and disciplined processes.
Structured Process
A systematic approach to mutual fund investments and portfolio servicing.
Technology Enabled
Digital access to investment information, requests and portfolio servicing.
Long-Term Orientation
Encouraging disciplined investing and periodic portfolio reviews.
Client-Centric Approach
Focused on understanding investment objectives, risk profile and time horizon.
Who We Are
About Us
Encompass was born from a simple conviction that money should work for you, instead of you spending your life working for money. Built on decades of experience across technology, banking and financial services, Encompass brings together Statistical Thinking, Financial Discipline and Technology to make investing more structured and meaningful. Our journey is a transition from Profession to Passion, driven by a desire to help individuals and families move from financial anxiety to financial clarity.
As an AMFI-registered Mutual Fund Distributor, we focus on helping investors build disciplined, long-term Mutual Fund investments aligned with their objectives, risk profile and investment horizon. We believe investing is not about predicting the future; it is about preparing for it with discipline and consistency.
Our Services
Explore Our Financial Services
Wealth Management
- Retirement Planning
- Goal Based Planning
- Risk Profiling
- Plan & Asset Allocation
- Execution & Tracking
- Portfolio Rebalancing
- Estate Planning & Transfer
Risk Management
- Life Insurance
- Health Insurance
- Accident & Disability Care
- Vehicle Insurance
- Travel Insurance
- Home Insurance
Regular Income
- Regular Income
- Deferred Regular Income
- Immediate Regular Income
- Annuity Planning
- Pension Solutions
Financial Compliance
- Income Tax Return
- PAN Related Services
- Documentation Assistance
- Compliance Support
Know Your Numbers
How Financially
Prepared Are You?
Take a few minutes to understand your current financial health and get personalized insights and recommendations.
🔒Your information is safe and secure.Your Financial Snapshot
Emergency Fund 72%
Protection 48%
Investment Readiness 84%
Retirement Readiness 61%
Investment Calculator
Wealth Calculator
See how your monthly investments could grow over time.
Your Estimated Returns
Invested Amount
₹18,00,000
Estimated Value
₹50,45,760
Potential Growth
₹32,45,760
Our Approach
A Process Built Around Your Goals
We follow a simple, transparent and client-centric process to help you make informed financial decisions.
01
Understand
We understand your financial situation, goals and priorities.
02
Analyse
We evaluate suitable solutions based on your requirements.
03
Recommend
We explain the available options and key considerations.
04
Implement
We assist with documentation, onboarding and execution.
05
Review
We continue to review your financial journey and requirements.
Our People
Meet Our Financial Advisors
Experienced. Certified. Committed to your goals.
PN
Priya Nair
Financial Consultant
8+ years experienceView Profile →RM
Rohan Mehta
Wealth Advisor
10+ years experienceView Profile →SN
Sneha Iyer
Financial Planner
7+ years experienceView Profile →Client Portal
Manage Your Financial Journey
Access your portfolio, investments, statements and service requests in one secure place.
Login to EncompassMy Portfolio
₹32,45,760 +12.4%
Mutual Funds ₹14,20,000Bonds ₹5,20,000SIPs ₹8,40,000
Your Financial Journey
Where Are You In Your Financial Journey?
Every stage of life comes with different financial needs. Select your stage to explore relevant solutions.
Starting Out
- Emergency Fund
- Start Investing
- Get Protection
Growing
- Increase Investments
- Plan Major Goals
- Diversify Portfolio
Building Wealth
- Wealth Management
- Tax-efficient Investing
- Long-term Planning
Preserving Wealth
- Retirement Planning
- Estate Considerations
- Intergenerational Wealth
Not Sure Where to Start?
Let's build a clearer financial future.
Book a conversation with our financial advisors and take the first step towards a more secure financial future.