Planning · Preservation · 20+ Years Trusted

Financial planning built for
doctors, founders & NRIs

Specialised strategies for high-earning professionals and NRIs — tax-smart, compliant, and India-linked.

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20 + Years Experience
2000 + Happy Clients
100 % Goal-Based Planning
Trusted Across India
AMFI Registered Insurance Partners Investment Partners Financial Institutions
Robin Abraham - Financial Advisor
20+ Years Trusted
Portfolio Growth +18.4%
SIP Growth ₹2.4Cr
Retirement Ready 92%
Wealth Protection Active
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20+
Years of Experience
2000+
Clients Served
Goal Based
Planning Approach
Trusted
By Professionals
Robin Abraham - Founder
Robin Abraham
Founder & Chief Financial Planner
2000+
Clients Guided
About the Founder

Two decades of turning financial confusion into financial clarity

Robin Abraham founded Plan with Robin on a simple belief: financial planning should feel personal, not transactional. Over 20+ years, Robin has guided more than 2,000 individuals and families — from first-time investors to seasoned business owners — toward financial goals built on discipline, not guesswork.

His practice blends goal-based investing, retirement planning, business planning and NRI advisory into a single, coherent strategy — one that adapts as life does, and stays anchored to what matters most to each client.

Financial Planning Goal-Based Investing Retirement Planning Business Planning NRI Planning
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The Framework

Three pillars. One coherent plan.

Every recommendation Plan with Robin makes sits inside one of three pillars — so your money always has a job to do.

Wealth Protection

Shield your income and family from life's uncertainties before you build anything else.

  • Life Insurance
  • Health Insurance
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Wealth Creation

Grow capital with disciplined, goal-linked investing across market cycles.

  • Mutual Funds / SIP
  • NPS
  • PMS / AIF
Explore Creation

Wealth Preservation

Protect what's already built with stable, predictable, low-volatility instruments.

  • Fixed Deposits
  • Annuities
  • Guaranteed Fixed Income
Explore Preservation
Our Services

Every instrument, matched to a goal

A curated set of financial products — chosen for you, never sold to you.

Life Insurance

Income protection for the people who depend on you.

Health Insurance

Comprehensive cover against rising medical costs.

Mutual Funds

SIP and lumpsum investing across market cycles.

NPS

Tax-efficient, long-horizon retirement corpus building.

PMS

Actively managed portfolios for larger corpora.

Fixed Deposits

Predictable, capital-safe short and mid-term returns.

Annuities

Convert your corpus into dependable lifetime income.

Guaranteed Income

Fixed, contractually guaranteed payout plans.

Why Choose Us

Why families plan with Robin

Not a product sale. A long-term financial relationship.

Personalized

Personalized Advice

Plans built around your goals and life stage — never off-the-shelf.

Transparent

Transparent Guidance

Clear costs, clear trade-offs, no hidden agendas in any recommendation.

Long-Term

Long-Term Planning

Strategies designed to hold up over decades, not just market cycles.

Expert-Led

Expertise

20+ years of hands-on experience across every major asset class.

Proven

Reviews

A track record built on referrals from long-standing clients.

Always-On

Support

Responsive, ongoing support — well beyond the day you sign up.

Trusted Across India & Beyond

Numbers built over two decades of consistent, disciplined advice

20 +
Years of Experience
2000 +
Clients Guided
100 %
Goal Focused
Client Stories

What clients say about planning with Robin

Robin didn't just sell us a plan — he mapped every goal we had, from our daughter's education to retirement, into one strategy we finally understand.

AK
Anita Kulkarni
IT Professional, Pune

As an NRI, cross-border planning felt impossible until we found Plan with Robin. Every recommendation was compliant, tax-aware and easy to follow.

SM
Sunil Mathew
NRI, Dubai

Twenty years from now, I want to retire the way I've imagined. Robin built the roadmap and reviews it with me every single year without fail.

DR
Dr. Reema Shah
Physician, Mumbai
Recognitions & Partnerships

Working within a regulated, industry-recognised advisory framework

FAQ

Common questions, answered plainly

Book a free introductory consultation. We'll review your current finances, understand your goals, and outline a plan before any commitment is made.
Yes — NRI financial planning is a core part of our practice, covering repatriation, taxation-aware investing, and India-linked goals for clients across 30+ countries.
Typically PAN, address proof, and a recent photograph. Our team will guide you through the exact KYC checklist based on the products you choose.
No — plans are built around your goals, not a fixed ticket size. SIPs can start small and scale as your income and priorities grow.
Every client receives at least an annual review, with additional check-ins around major life events, market shifts, or changes to your goals.

Your financial future deserves a plan, not a guess

Book a complimentary consultation with Robin Abraham and take the first step toward a goal-based financial plan.

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