Our process
2. Engagement
Begin by accepting our detailed letter of engagement. 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 risk profile and capacity for risk. We’ll also go over the different types of investments and the risks associated with them.
4. Goals
Engage in an open conversation about your financial goals and address any queries you might have like ‘How much money do I need to reach my goals?’, ‘Can I retire earlier, or do I need to postpone my retirement?’, “Can my home loan be repaid early without impacting other goals?” and more.
6. Personalized Action Plan
Obtain your financial action plan 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 seeIndividual Financial Plan
₹20,000
(All inclusive)
Ideal for early-career salaried working professionals
Family Financial Plan
₹24,000
(All inclusive)
Ideal for mid-career salaried working professionals
NRI Financial Plan
₹30,000
(All inclusive)
Ideal for NRI professionals working in ME & the EU