Money with a date on it.
At 2i WealthPlus Financial Services, the focus is on helping individuals, families, and business owners build, grow, and preserve long-term wealth through disciplined mutual fund planning.
AMFI-registered Mutual Fund Distributor (ARN-266652). We are paid trail commission by asset management companies and do not provide SEBI-registered investment advisory services.
₹25,000 a month
₹2.50 Cr
after 20 years at an assumed 12% a year. An illustration, not a projection.
- AMFI Registered · ARN-266652
- EUIN E499311
- 9
- Services under one roof
- 1
- Dashboard for MF and non-MF assets
Everything your investment journey needs
From your first SIP to retirement income — planned around your goals, executed digitally, and reviewed as life changes.
Six goals, ordered by how long you have
Horizon decides the portfolio. A goal twenty-five years out and one three years out get different answers, even for the same person.
A comfortable retirement
A retirement corpus sized to your real expenses and adjusted for inflation, built steadily through SIPs and, where suitable, NPS.
Your child's higher education fund
Education costs rise faster than general inflation. We work backwards from the likely fee in the year your child enrols.
Long-term wealth creation
A SIP you can sustain through market ups and downs, reviewed periodically and stepped up as your income grows.
A home or a major purchase
Money needed within a few years should not ride on equity markets. We match the investment to the date it is needed.
Tax-saving investments
ELSS carries the shortest lock-in among Section 80C options. Planned through the year, not as a last-minute March purchase.
Protect the plan before you grow it
Protect your family first. The right insurance keeps one bad event from undoing years of saving.
We work with ICICI Prudential Life Insurance as an Insurance Agent.
partner
Life Insurance
Life cover plus savings for goals like your child's education or retirement.
Term Insurance
Simple, low-cost cover that supports your family if you are not there.
Health Insurance
Covers hospital bills so your savings stay untouched.
See it for yourself
Move the sliders. Watch when compounding takes over.
The gap between the two lines is your return. For the first decade it is barely visible, which is exactly why so many people give up before it opens.
An illustration at the return you choose, not a projection. Mutual fund returns are not guaranteed, and past performance is not an indicator of future returns.
Your corpus in 20 years
₹2.50 Cr
- You invest
- ₹60.0 L
- Compounding adds
- ₹1.90 Cr
An illustration, not a projection. Equity returns are not linear and no return is assured. Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not an indicator of future returns. 2i WealthPlus Financial Services acts solely as an AMFI-registered Mutual Fund Distributor (ARN: 266652) and earns trailing commissions paid by Asset Management Companies (AMCs) for mutual fund scheme distribution. In compliance with SEBI guidelines, we do not provide SEBI-registered investment advisory or portfolio management services.
Founder & Distributor Profile
Shrikant Atmaram Sawant
Founder & AMFI-registered Mutual Fund Distributor
As an independent distributor, I work closely with families and professionals to help them navigate capital markets with confidence. My hands-on approach ensures that every portfolio managed through 2i WealthPlus Financial Services reflects the highest standards of regulatory compliance and operational safety.
“My mission is not just to invest capital, but to help my clients build financial freedom through disciplined, goal-focused execution.”
For existing clients
All your investments, in one transparent dashboard.
Every 2i WealthPlus client gets a dedicated digital portal to track mutual fund investments alongside non-MF assets — on the web or on mobile, 24/7. Units are always held in your own name.
- Paperless onboarding
- Swift transactions
- 24/7 portfolio tracking
- MF and non-MF assets together
Signed in as
Your account
Portfolio value
₹ ••••••
Visible once you sign in
- Funds
- Goals
- Chat
Your goals
A comfortable retirement
Your child's higher education fund
Illustration of the app, not a client account.
Four steps, in this order
Most of the value is in the fourth. The first three just get you somewhere reviews are worth doing.
- 01First conversation
Understand your goals
Your income, commitments, dependants, time horizons and risk profile — and the life goals the money is meant for.
- 02Planning
Build a goal-based plan
Each goal gets a target amount, a date and a monthly or lumpsum investment, with schemes chosen to suit its horizon and liquidity needs.
- 03Onboarding
Paperless execution
KYC, onboarding and transactions processed digitally through BSE StAR MF / NSE Invest, with units always held in your own name.
- 04Ongoing
Track and review
Follow every investment 24/7 on your client portal, with periodic reviews to rebalance and realign the portfolio as life changes.
What changed this month
Fund launches, regulation and industry moves worth knowing about. A headline and a line on each — nothing here is a recommendation.
- News30 September 2026
Aditya Birla Sun Life Mutual Fund launches Aditya Birla Sun Life BSE Total Market Index Fund
The investment objective of the Scheme is to replicate BSE Total Market Index with an aim to provide returns before expenses that track the total return of BSE Total Market Index, subject to tracking errors. The Scheme does not guarantee/indicate any returns. There is no assurance or guarantee that the investment objective of the Scheme will...
Read more - News30 September 2026
Aditya Birla Sun Life Mutual Fund launches Aditya Birla Sun Life BSE Total Market ETF
The investment objective of the Scheme is to track BSE Total Market TRI with an aim to provide returns before expenses that track the total return of BSE Total Market TRI, subject to tracking errors. The Scheme does not guarantee/indicate any returns. There is no assurance or guarantee that the investment objective of the Scheme...
Read more - News30 September 2026
Mahindra Manulife Mutual Fund SIF launches MSIF Equity Long Short Fund
The investment objective of the Investment Strategy is to generate long term capital appreciation by investing predominantly in listed equity and equity related instruments while selectively employing tactical short positions through derivatives to provide risk-adjusted returns across market cycles. However, there is no assurance that...
Read more
Start your investment journey.
Tell us a little about your goals. Shrikant Atmaram Sawant will get back to you to understand what you are planning for.
- +91 99707 66699
- shrikantsawant00@gmail.com
- Flat No. C-3, Pimple Apartments, Kasarwadi,, Pune, Maharashtra 411034