Frequently asked questions – FAQs

We work with salaried professionals in their 30’s and 40’s who want to get financially organized and achieve their personal and family financial goals.

By law, Registered investment advisers have a fiduciary duty to their clients, which means they have a fundamental obligation to provide suitable investment advice and always act in their client’s best interests.

As many times as required. We will connect multiple times on WhatsApp/virtual meets (Microsoft Teams)/phone and through email. You can reach out as many times as required during our engagement. We’ll be virtually meeting at least 4-5 times during the course of the engagement for an hour each from the introductory meet to discussing your risk profile, goals, corpus required, cash-flow projections, prioritising goals and discussing the financial plan and how to go about executing the plan.

Our virtual meets will be at times that are mutually convenient. Since I work from home, I have flexible timings and meet clients virtually on weekends as well.

You are unique as are your goals, concerns and your life experiences. Your values regarding money are unique as well. Similarly your financial plan will be unique to you, not a generic template. Hence, I don’t provide any sample plans.

You can avail your free call by fixing an appointment through our contact form or register yourself on this page and complete the basic fact finder. Once you complete the fact finder on the client portal, we can have a virtual meet.

The SEBI SCORES website allows investors to make complaints directly against listed companies/intermediaries including investment advisers.

The SEBI Investor Charter is provided on the SEBI regulatory disclosures page. You can also access the latest SEBI guidelines and circulars through the link on this page

Yes. My remuneration is solely in the form of fees from the client. Additionally, as a SEBI registered investment adviser, I am a fiduciary.

We first discover a client’s most essential goals in life before formulating a financial plan, so that the client’s finances support those goals. We attempt to help you live the best life possible with the money you have.

You can check out our Step-by-Step financial planning process on this page. We encourage both spouses to actively participate in the financial planning process.

Your current goals would be the starting point. As your financial advisor, it is my job to ask relevant questions to discover the goals that are important to you and what kind of a life you and your family wish to live, now and in the future.

Our investment advice is based on your goals, their time horizon, your risk ability, risk need, risk tolerance and risk capacity.

Any information that you share during the financial planning engagement is strictly confidential. Similarly, all interactions with our clients are confidential as well. We do not share any information regarding our clients with any other client or a prospective client.

SEBI requires that all Investment advisers ensure that their client’s KYC is up to date.

SEBI requires that all Investment advisers provide mandatory regulatory disclosures regarding complaints. You can get that information on the SEBI regulatory disclosures page.

Who do you work with?

We work with salaried professionals in their 30’s and 40’s who want to get financially organized and achieve their personal and family financial goals.

Are you a flat fee-only adviser?

Yes. My remuneration is solely in the form of fees from the client. Additionally, as a SEBI registered investment adviser, I am a fiduciary.