Shutter 1 kenya-min

Our Financial Planning Process

Your story

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.

Financial plan

Resident Indian Individuals
21000 / 1st Year
  • Getting Financial Stuff Organized
  • Goal Based Investment planning
  • Debt Reduction
  • Cash Flow
  • Loan Planning
  • Support for 1 year
  • Phone/Virtual Meetings

Financial plan

Non- Resident Indian Individuals
30000 / 1st Year
  • Goal Based Investment Planning
  • Debt Reduction
  • Cash Flow
  • Loan Planning
  • Getting Financial Stuff organized
  • Support for 1 year
  • Phone/Virtual Meetings

renewal - 2nd year onwards..

Resident Indian Individuals —

₹12000 yearly. 

Non-Resident Indian Individuals —

₹15000 yearly.