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FINANCIAL PLANNING

Ideal for Non Resident Indians(NRI's)
High Net worth Individuals(HNI's)

A financial plan is a master document that brings clarity to  your present and future finances. The financial plan is personalised for you/your family. Here's what you can expect with your financial planning with us:

  • A birds eye view of how you earn, spend and save. Enables you to understand and manage money better

  • An assessment of your short and medium term financial requirements

  • A plan to meet the present day and future requirements. This is done by creating a balance between your income sources, expenses and investments

  • A long term investment strategy to make compounding work for you 

  • The dream of an early retirement can only be made into a reality by meticulous discipline and practice of prudent financial planning. Our financial plan helps you get on the path 

  • The best investment planning based on your risk profile: We DO NOT earn brokerages from any financial product recommendations. As we charge a fixed fee/percent of AUM, it is in our best interest that you get the best performing and lowest expense investment portfolio suitable to you. 

  • Finally and most importantly, when we sign a SEBI compliant agreement for a financial plan service, you get access to our advice for the duration of the agreement, over and above the financial plan document.   

How it Works?

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Get in touch with is through email/ website

Email us the filled portfolio evaluation matrix & payment confirmation

Fill portfolio evaluation matrix and risk assessment test

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Discuss terms, deliverables, duration and pricing

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Telephonic discussion

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Sign agreement and make payments

Telephonic discussion

Comprehensive Financial Plan 

Execution and Consulting Assistance (optional)

IMPORTANT: Fee-only vs. commission based model

Financial advisors can be compensated in one of the 2 ways:

  1. Fee Only advisors: Advisors receive their income from the client

  2. Commissions by selling products: Advisors earn from asset management companies

‘When you are not paying for a product/ service, you are the product being sold!’. There are no free lunches, especially when it comes to managing money!

We are fee-only advisors registered with SEBI. We engage with our clients extensively to understand their requirements and suggest instruments that match their risk appetite and expectation of returns. We ensure that the recommendations we make are on the basis of how much risk you can AFFORD, and not on the basis of how much risk you WANT to take.

Download a Sample Financial Plan

Stop Procrastinating. Get your financial plan today!

Contact us by phone, email or via our social media channels.