Our process

1. Introductory Meet

Join our client portal, fill out a questionnaire and let’s connect virtually. This is your chance to confirm that we can address all your objectives and worries.

2. Engagement

Once you give us the go-ahead, you need to accept our engagement letter. It covers all the important details of our agreement, like what we’ll deliver and our responsibilities to you.

3. Risk Profile

Answer our risk profile questionnaire and let’s have a one-on-one discussion about your and your partner’s risk profile and capacity for risk. We’ll also go over the different types of investments and the risks associated with them.

4. Goals

Time to have an open and honest conversation about your financial goals and address any queries you might have like ‘How much money do you need to reach your goals?’, ‘Can you retire earlier, or do you need to postpone retirement?’, “Can your home loan be repaid early without impacting other goals?” and more.

6. Action Plan

Your financial action plan is equipped with all the strategies you need for family safety, tax efficiency, debt control, and investment planning to reach your financial objectives. We’re here to assist you with any financial matters that come your way.

Know Your Charges

What you pay is what you see

Individual Financial Plan

20,000

Plan Highlight

Ideal for early-career salaried working professionals

  • Connect on Virtual Meets
  • 60 days support
  • Build your Asset-Map
  • Become Financially Independent
  • Optimise your Taxes
  • Allocate your investments to multiple assets
  • Live, Earn, Save, & Invest
  • Renewal charges ₹6k

Family Financial Plan

24,000

Plan Highlight

Ideal for mid-career salaried working professionals

  • Connect on Virtual Meets
  • 180 days support
  • Build your Asset-Map
  • Risk management for Life’s uncertainties
  • Secure your Child’s future
  • Manage your Debts
  • Invest for your goals
  • Multiple Scenario planning
  • Portfolio review & recommendations
  • Renewal Charges ₹6k

NRI Financial Plan

30,000

Plan Highlight

Ideal for NRI professionals working in ME & EU

  • Connect on Virtual Meets
  • 180 days support
  • Build your Asset-Map
  • Comply with FEMA
  • Diversify your investments
  • Invest for your goals
  • Multiple Scenario planning
  • Plan for early retirement
  • Portfolio review & recommendations
  • Renewal charges ₹8k