Frequently Asked Questions
By law, Registered investment advisers have a fiduciary duty to their clients, which means they have a fundamental obligation to provide suitable investment advice and always act in their client’s best interests.
As many times as required. By You. We will connect multiple times on WhatsApp/virtual meets (Lifesize/Skype)/phone and through email. You can reach out as many times as required during our engagement.
Our virtual meets will be at times that are mutually convenient. Since i work from home, i have flexible timings and meet clients virtually on weekends as well.
Your current goals would be the starting point. As your financial advisor, it is my job to ask relevant questions to discover the goals that are important to you and what kind of a life you and your family wish to live, now and in the future.
We first discover a client’s most essential goals in life before formulating a financial plan, so that the client’s finances support those goals. We attempt to help you live the best life possible with the money you have.
You are unique as are your goals, concerns and your life experiences. Your values regarding money are unique as well. Similarly your financial plan will be unique to you, not a generic template. Hence, I don’t provide any sample plans.
Any information that you share during the financial planning engagement is strictly confidential. Similarly, all interactions with our clients are confidential as well. We do not share any information regarding our clients with any other client or a prospective client.