FAQs

 It’s a professional service wherein Financial Planners work with clients to understand their current financial position i.e., Income & Expenses, Risk analysis, Investments, identify goals, prepare investment plan for achieving the goals, implement and monitor the progress on a regular basis

We do not believe in investing based on stock tips. We believe in partnering with big business houses and be a part of long term wealth creation through long term investments in fundamentally strong companies.

We help our clients by guiding tax efficient investment routes. However, we do not file income tax returns for the clients. We recommend clients to professionals, who can provide this service.

Yes, we do provide the implementation service. In this case, investments in mutual funds would be facilitated through direct mutual funds (Without commissions).

We not only provide customized financial plan and the initial support for its implementation, we also actively work in monitoring the plan progress and recommend necessary changes at regular intervals based on financial situations.

Considering most of our meetings happen online using digital platforms, we cater to clients from all over India.

No, we do not charge any fees from clients for the initial meeting to discuss the scope of our engagement. Post onboarding the client, we charge as per our fee schedule for providing our professional service.

Fees charged from our clients acts as our only source of revenue.