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 see

Individual Financial Plan

20,000

(All inclusive)

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

(All inclusive)

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

(All inclusive)

Ideal for NRI professionals working in ME & the 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