Frequently asked questions – FAQs
We specialize in working with salaried professionals in their 30s and 40s who want to get financially organized and reach their personal and family financial goals. If that’s you, let’s work together to achieve your aspirations.
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.
We’re just a call or message away! You can reach out to us as much as you need, whether it’s on WhatsApp, virtual meetings, phone or email. We’ll also schedule virtual meetings 4-5 times during our engagement to go over your risk profile, goals, and financial plan.
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.
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.
The SEBI SCORES website allows investors to make complaints directly against listed companies/intermediaries including investment advisers.
Yes. My remuneration is solely in the form of fees from the client. Additionally, as a SEBI registered investment adviser, I am a fiduciary.
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 can check out our Step-by-Step financial planning process on this page. We encourage both spouses to actively participate in the financial planning process.
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.
Our investment advice is based on your goals, their time horizon, your risk ability, risk need, risk tolerance and risk capacity.
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. You can visit my LinkedIn services page and check the client testimonials there.
SEBI requires that all Investment advisers provide mandatory regulatory disclosures regarding complaints. You can get that information on the SEBI regulatory disclosures page.
In that case, you would do better to hire a portfolio manager. I cannot help you “maximize” your return. I only provide fee-only financial planning.