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

Resident Indian
17,000 60 days
  • Getting Financial stuff organized
  • Investment planning
  • Insurance planning
  • Retirement planning
  • Optimise Cash-flow
  • Stress-test your finances
  • Phone/Virtual meetings
  • 60 days support
  • Fees inclusive of taxes

Family Financial Plan

Resident Indian
21,000 180 days
  • Everything in Individual Financial Plan
  • Children Education planning
  • Optimise Salary tax planning - Couple
  • Six months - Ongoing financial consulting
  • Phone/Virtual meetings
  • 180 days support
  • Fees inclusive of taxes
Best Value

Complete Financial Plan

Non-Resident Indian
26,000 180 days
  • Children education planning
  • Investment planning - as per FEMA rules
  • Optimise Cash-flow
  • Insurance planning - Family & dependent parents
  • Retirement planning
  • Vacation planning
  • Tax planning - Indian investments only
  • Phone/Virtual meetings
  • 180 days support
  • Fees inclusive of taxes

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.