Step-by-Step Financial Planning Process

Step by Step financial planning process

Incredible You

We want to hear your story. What is your background ? What are your dreams and your goals?
What are your concerns ?
What do you value most ?
This dialogue will help us in understanding you as well as laying a foundation for our relationship.

Get Organized

You may have savings accounts, investment accounts, loan accounts, insurance plans, credit cards etc. We will assist you in getting your Financial stuff organized and also help you take control of your Cash flow.

Explore Possibilities

Once we have an understanding of your current financial situation, we will help you explore future possibilities and alternative scenarios with respect to your goals and any tradeoffs that may be involved.

Finalize Action Plan

We will go through the recommendations and show you how each one further improves the path towards achieving the stated goals. It will provide you an opportunity to understand how each recommendation would work and to decide which ones to proceed with and in what order.

Individual Financial Plan

20,000
  • 4-5 virtual meets
  • 60 days Phone/Email/WhatsApp support
  • Access Secure Client Portal
  • Cash-flow planning
  • Salary Tax Planning
  • Retirement planning
  • insurance planning
  • investment planning
  • streamline your Personal Finances

Family Financial Plan

24,000
  • 4-6 Virtual meets
  • 180 days Phone/Email/WhatsApp support
  • Access Secure Client Portal
  • Cash-Flow Planning
  • Children Education planning
  • Salary Tax Planning
  • Retirement Planning
  • insurance planning
  • Investment Planning
  • streamline your Personal Finances

NRI Family Financial Plan

28,000
  • 4-6 virtual meets
  • 180 days Phone/Email/WhatsApp support
  • Access Secure Client Portal
  • Cash-flow planning
  • Children Education planning
  • Compliance with FEMA law & RBI rules
  • Retirement planning
  • Investment Planning
  • Vacation Planning
  • streamline your personal finances

Renewal charges after 180 days

  • Resident Indian – Ongoing financial consulting fees of ₹3000 every quarter.
  • Non-Resident Indian – Ongoing financial consulting fees of ₹4000 every quarter.