Our process 1. Introductory MeetJoin 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. EngagementOnce 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 ProfileAnswer 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. GoalsTime 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 it?’, “Can your home loan be repaid early without impacting other goals?” and more. 5. Asset AllocationWe delve into how to commit your monthly investments according to your aspirations, risk profile, investment horizon, risk appetite and other key factors. 6. Action PlanYour 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. Fee Pricing Individual Financial Plan₹20,000 3-4 virtual meets60 days supportAccess secure client portalEV Risk ProfilingSecure your cash-flowOptimise your tax savingsTailor-made investmentsBecome financially independentPortfolio review & recommendationsResident Indians (RI) GET STARTED Family Financial Plan ₹24,000 to ₹30,000 5-6 virtual meets180 days supportAccess secure client portalEV Risk ProfilingRisk management for life’s uncertaintiesSecure your children’s futureRetire in comfortInvestments aligned with your goalsFEMA compliance assistance (NRI)Portfolio review & recommendationsResident & Non-Resident Indians (RI & NRI) GET STARTED