Services, Fee & TestIMONIALS
Services
We provide end-to-end Financial Planning and Investment Advisory Services
Risk Assessment
Financial Planning
Insurance Planning
Retirement Planning
Investment Advisory
Tax Planning and Will Creation
Fee
Our pricing model is “Fee-Only” and is dependent on the complexity involved in creating a financial plan and helping the client implement it.
The first year of financial planning will require significant effort in understanding your financial background and goals and come out with a comprehensive financial plan to achieve those goals. During this annual engagement, the financial plan will be updated for life events, financial needs and solution optimization opportunity. You can choose to renew the services for the subsequent year.
I will work closely with you to implement the financial plan. There will be two reviews during the annual engagement period and I will be available throughout the year for any questions you might have.
Fee:
- Resident Indian – From ₹ 20,000 to ₹ 25,000
- Non-Resident Indian – From ₹ 30,000 to ₹ 40,000
FAQ
People are extremely busy with their regular chores. A full-time job with multiple family commitments makes it very difficult for individuals to find time to self-educate and use a methodical approach for financial planning and wealth creation.
An Advisor is objective, unbiased, brings discipline and works with Clients to bring the plan into action. If you are not able to take control of your finances, you should seriously consider an advisor, as he/she will make a significant difference in wealth creation for you in long run.
We are “Fee-Only” advisor and do not take commissions from any product recommended by us. We will listen to your need and use our knowledge and expertise to come out with a smart financial plan. We believe in offering quality services to our clients and hence have taken conscious decision to focus on select few clients. Ethics, integrity and transparency are our core values.
You will get a better understanding of your existing assets, financial goals and plan to achieve that. The engagement will help you streamline your finances and achieve your desired financial goals.
No. We will give very specific and clear advice as part of the financial plan so that it will be easy for you to implement. We will provide you all assistance in enabling you to do it on your own. This decision is taken to avoid conflict of interest.