Goal-Based Financial Planning for Chennai, Tamil Nadu & India — And NRI Families Worldwide
Mutual funds & SIP investing, insurance, and retirement, tax, and child education planning — built around your goals, not a product to sell. Led by a CWM®-certified advisor and an individually IRDAI-licensed insurance specialist, with 15+ years of hands-on experience.
- Deepak Wealth Framework Pvt Ltd is an AMFI Registered Mutual Fund Distributor (ARN-328771), based in Pallikaranai, Chennai, serving clients across India and NRI families worldwide.
- Services span investing (Mutual Funds & SIP, Portfolio Review, Wealth Creation), protection (Health Insurance, Life Insurance, Wealth Protection, Contingency Planning), and planning (Financial Planning, Tax Saving, Retirement, Estate, Child Education Planning) — 12 in total.
- Deepak Gokul personally holds Chartered Wealth Manager (CWM®) and NISM-Series-XVII: Retirement Adviser Certified credentials — separate from the firm’s AMFI registration.
- Insurance-related guidance is offered under the individual IRDAI licenses held by Deepak Gokul and Uma Rani.
- Rated 4.9 out of 5 across 526 Google reviews as a Financial Planner in Tamil Nadu.
How We Can Help
A quick look at our most-requested services — see the full list of 12 for the complete picture.
Mutual Funds & SIP
Goal-based SIP and lumpsum investing across equity, debt, and hybrid Regular Plan mutual fund schemes.
Learn More →Financial Planning
A structured, written plan connecting your income, goals, and timeline — not a single product pitch.
Learn More →Retirement Planning
SIP-built corpus with an equity-to-debt glide path, plus SWP-based income once you retire.
Learn More →Child Education Planning
Step-up SIP corpus building for your child’s education, including currency-risk planning for NRI families.
Learn More →Health Insurance
Individual, family floater, senior citizen, and critical illness cover guidance under IRDAI-licensed advisory.
Learn More →Life Insurance
Term insurance as the recommended default, with factual comparisons against endowment and ULIP options.
Learn More →Who We Help
“Funds suggested by Mr. Deepak Gokul are based on his rich experience and knowledge in mutual funds and as per our needs. They are in regular touch to make sure you don’t lose any opportunity.”
“We have been benefiting from the sound, safe and truly professional Financial Planning advice… for close to a decade now and would strongly recommend his services to all our colleagues and friends.”
“I got the best suggestion for Health Insurance from these people… they explained me clearly and clarified all my queries with real time examples. I hope I chose the best financial advisors in the market.”
“I had started my investment journey at the age of 29 with Deepak’s guidance. Deepak has immense knowledge and expertise of the client’s investment needs based on their risk level and expectations.”
“Really appreciate the financial service & support that Mr. Deepak & team provide. Very much grateful to the team for being so simple, humble & patient in handling clients.”
“One of the YouTube videos made me join hands with Deepak Sir and team. The entire team has a very high level of patience in addressing my doubts and their spontaneity is next level.”
Why Families Choose Deepak Wealth Framework
Goal-First, Not Product-First
Every conversation starts with your goals and timeline — the product recommendation comes last, not first.
Disclosed Compensation
You always know how a service is compensated before you commit — no hidden commissions.
Ongoing Portfolio Review
We don’t disappear after the sale. Mutual fund holdings are reviewed and rebalanced against your goals over time.
Dual-Credentialed Team
CWM® and individually IRDAI-licensed advisors under one AMFI-registered firm.
How It Works
A simple, four-step process from first conversation to ongoing review.
Book a Free Consultation
Call, WhatsApp, or fill the contact form — no cost, no obligation.
Share Your Goals
We understand your income, goals, timeline, and risk comfort before suggesting anything.
Get a Clear Plan
A structured recommendation with full disclosure on how each service is compensated.
Ongoing Review
Regular portfolio reviews and check-ins as your goals and the markets evolve.
Serving Chennai — And NRI Families Worldwide
Based in Pallikaranai, Chennai, Deepak Wealth Framework works with clients across Tamil Nadu in person, and with families across India and NRIs in the Gulf, US, UK, and beyond through video and phone consultations.
- In-person financial planner appointments in Pallikaranai and across Chennai
- Remote video/phone consultations for clients across India and NRI families worldwide
- Same AMFI-registered, IRDAI-licensed team for every engagement, in person or remote
Areas we serve in Chennai: Pallikaranai, Velachery, Medavakkam, Sholinganallur, Tambaram, OMR, Adyar, Anna Nagar, and T Nagar — plus remote consultations across Tamil Nadu, India, and NRI families worldwide.
Deepak Wealth Framework in Numbers
Expert guidance, a personalised approach to your goals, and a commitment to transparency in how we’re compensated.
Frequently Asked Questions
What does Deepak Wealth Framework do?
We provide goal-based financial planning for individuals and NRI families — mutual funds & SIP investing, health and life insurance, retirement, tax-saving, estate, and child education planning — delivered from Pallikaranai, Chennai and remotely worldwide.
Is Deepak Wealth Framework SEBI Registered or AMFI Registered?
Deepak Wealth Framework Pvt Ltd is an AMFI Registered Mutual Fund Distributor (ARN-328771). Deepak Gokul personally holds NISM-Series-XVII: Retirement Adviser Certified credentials. Insurance guidance is offered separately under individual IRDAI licenses held by Deepak Gokul and Uma Rani.
Can NRIs work with you remotely?
Yes. NRI families across the Gulf, US, UK, and other regions are served through video and phone consultations, covering NRE/NRO-linked mutual fund investing, retirement planning, and insurance guidance without needing to visit the Chennai office.
Is the initial consultation free?
Yes, the initial consultation is free and no-obligation. For Mutual Fund services, Deepak Wealth Framework earns commission through Regular Plans, disclosed upfront — you don’t pay a separate advisory fee out of pocket for that service.
How do I get started?
Use the “Book a Free Consultation” button on this page, call or WhatsApp +91 91763 40301, or visit the Contact Us page to submit your details — the team responds within one business day.
Are the reviews shown here genuine?
Yes. All reviews shown are pulled from Deepak Wealth Framework’s public Google Business Profile, currently rated 4.9 out of 5 across 526 reviews. You can read every review directly on Google.
Latest Insights
Recent guides from Deepak Wealth Framework on planning, insurance, and investing.
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Ready to Start Your Financial Plan?
Start with a free, no-obligation conversation. We’ll help you figure out the right starting point based on your actual goals — not a generic sales pitch.
Deepak Gokul, CWM®
Chartered Wealth Manager (CWM®) · NISM-Series-XVII: Retirement Adviser Certified · Founder, Deepak Wealth Framework
Deepak Wealth Framework Pvt Ltd — AMFI Registered Mutual Fund Distributor | ARN-328771
Deepak Gokul specialises in goal-based financial planning, child education planning, SIP investments, mutual fund advisory, and retirement planning for families across the globe. With his Chartered Wealth Manager (CWM®) certification and specialised training in retirement advisory, Deepak helps clients build long-term wealth through structured, disciplined financial planning.
📞 +91 91763 40301 | 🌐 deepakwealth.com | 💼 LinkedIn | ▶ YouTube | 📘 Facebook | 📸 Instagram | ✕ X | ⭐ Google Business Profile
📍 Pallikaranai, Chennai
Dr. Uma Rani, BPT
IRDAI Licensed Insurance Advisor (Health, General & Life) · NISM-Series-V-A Qualified (Mutual Fund Distributors) · Co-Founder, Deepak Wealth Framework
Individually IRDAI Licensed — distinct from the firm’s AMFI registration held by Deepak Wealth Framework Pvt Ltd (ARN-328771)
Dr. Uma Rani co-founded Deepak Wealth Framework and brings individually held IRDAI licensing across health, general, and life insurance to the firm’s client engagements, alongside NISM-Series-V-A qualification for mutual fund distribution.
🌐 deepakwealth.com | ⭐ Google Business Profile
📍 Pallikaranai, Chennai