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 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.

We possess IRDAI license for Insurance policy distribution and license from AMFI for mutual fund distribution. We can help you in buying Life and Health Insurance and also investing in Mutual Funds.

We believe in equipping our clients with the financial knowledge required for managing their finances independently over a period.

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.

We act as Mutual Fund and Insurance Distributors and we earn commissions from mutual fund houses and Insurance Companies.