Turn Dreams Into Reality, Get Started Now !!!
Let’s admit, there is no one size fits all solution. We all have unique aspirations & goals that require customized solutions. We are here to understand your needs and help you achieve your goals by designing the perfect portfolio. Choose from the below services; we are happy to help you get started !!!
- Evaluate your Current Financial Life
- Review of Existing Financial Instruments
- Define goals and aspirations
- Evaluate viability of goals and assign priority
- Formulate a Financial Plan to achieve financials goals
- Define a Investment Policy Statement – Ideal Asset Allocation, Monitoring Frequency and Re-balancing Mechanism
- Risk Mitigation – Study of current insurance policies, Insurance Need-Based/ Income replacement Analysis and contingency planning
- Loan Management – Study of Current Loans and Debt Restructuring
- Cash Flow and Net Worth Optimization
We stay away from...
- Guaranteed returns on instruments that you invested by you
- Hot stock buying or intra-day trading tips
- Timing stock market investments
- Constant churn of portfolio every month or quarter. We believe in reviewing the portfolio once a year or on any significant change in your circumstances
- We don’t provide Tax filing or tax due calculations. We provide efficient tax planning for investments
- Get rich quick schemes
Comprehensive Financial Planning
For Resident Individuals
- 1st Year Fee – Rs. 15,000/-
- Renewal Fee – Rs. 8,000/-
For Non – Resident Individuals
- 1st Year Fee – Rs. 18,000/-
- Renewal Fee – Rs. 10,000/-
The fees is payable in advance and fees are subject to increase over the years.
- Complete Financial Plan covering Contingency Planning, Risk Analysis and Insurance Planning, Cash Flow & Net Worth Analysis, Retirement Planning, Goal Planning & Debt Restructuring.
- Fees are designed for 20 Hours of work for financial planning and gives you access to financial advice through the year.
- We start with 5 to 7 hours of discussions to understand your financial situation, goals & aspirations.
- Once the data is collected we work on preparing a plan to meet your aspirations and share a draft with you.
- The final plan is shared post discussions and changes, if any.