Our financial planning process

1. Introductory Meet

Join our client portal, fill out a questionnaire and let’s connect virtually. This is your chance to confirm that we can address all your objectives and worries.

2. Engagement

Once you give us the go-ahead, you need to accept our engagement letter. It covers all the important details of our agreement, like what we’ll deliver and our responsibilities to you.

3. Risk Profile

Answer our risk profile questionnaire and let’s have a one-on-one discussion about your and your partner’s risk profile and capacity for risk. We’ll also go over the different types of investments and the risks associated with them.

4. Goals

Time to have an open and honest conversation about your financial goals and address any queries you might have like ‘How much money do you need to reach your goals?’, ‘Can you retire earlier, or do you need to postpone it?’, “Can your home loan be repaid early without impacting other goals?” and more.

5. Asset Allocation

We delve into how to commit your monthly investments according to your aspirations, risk profile, investment horizon, risk appetite and other key factors.

6. Action Plan

Your financial action plan is equipped with all the strategies you need for family safety, tax efficiency, debt control, and investment planning to reach your financial objectives. We’re here to assist you with any financial matters that come your way.

Introductory Meet

Fill out an Asset-Map questionnaire and let’s connect on phone or virtually. This is your chance to confirm that we can address all your expectations and concerns.

Engagement

Once you give us the go-ahead, you need to accept our engagement letter. It covers all the important details of our agreement, like what we’ll deliver and our responsibilities to you.

Risk Profile

Answer our risk profile questionnaire and let’s have a one-on-one discussion about your and your partner’s risk profile and capacity for risk. We’ll also go over the different types of investments and the risks associated with them.

Goals

Time to have an open and honest conversation about your financial goals and address any queries you might have like ‘How much money do you need to reach your goals?’, ‘Can you retire earlier, or do you need to postpone it?’, “Can your home loan be repaid early without impacting other goals?” and more.

Asset Allocation

We delve into how to commit your monthly investments according to your aspirations, risk profile, investment horizon, risk appetite and other key factors.

Action Plan

Your financial action plan is equipped with all the strategies you need for family safety, tax efficiency, debt control, and investment planning to reach your financial objectives. We’re here to assist you with any financial matters that come your way.

How does it work?

With three easy steps, you’ll be up and running in no time.

Step 1

Introductory Meet

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Step 2

Engagement

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Step 3

Risk Profile

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How does it work?

With three easy steps, you’ll be up and running in no time.

Step 1

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Step 2

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Fee Pricing

Individual Financial Plan
₹20,000

  • 3-4 virtual meets
  • 60 days support
  • Access secure client portal
  • EV Risk Profiling
  • Secure your cash-flow
  • Optimise your tax savings
  • Tailor-made investments
  • Become financially independent
  • Portfolio review & recommendations
  • Resident Indians (RI)
GET STARTED

Family Financial Plan
₹24,000 to ₹30,000

  • 5-6 virtual meets
  • 180 days support
  • Access secure client portal
  • EV Risk Profiling
  • Risk management for life’s uncertainties
  • Secure your children’s future
  • Retire in comfort
  • Investments aligned with your goals
  • FEMA compliance assistance (NRI)
  • Portfolio review & recommendations
  • Resident & Non-Resident Indians (RI & NRI)
GET STARTED

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Individual Financial Plan

20,000

Plan Highlight

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  • 2-3 virtual meets
  • Plan Featured Item
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Sign Up

Family Financial Plan

₹24,000

Plan Highlight

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  • Plan Featured Item
  • Plan Featured Item
  • Plan Featured Item
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  • Plan Featured Item
Sign Up

NRI Financial Plan

30,000

Plan Highlight

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  • Plan Featured Item
  • Plan Featured Item
  • Plan Featured Item
  • Plan Featured Item
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Sign Up

Know Your Charges

What you pay is what you see

Individual Financial Plan

20,000

Plan Highlight

Ideal for early-career salaried working professionals

  • Connect on Virtual Meets
  • 60 days support
  • Build your Asset-Map
  • Become Financially Independent
  • Optimise your Taxes
  • Allocate your investments to multiple assets
  • Live, Earn, Save, & Invest
Sign Up

Family Financial Plan

24,000

Plan Highlight

Ideal for mid-career salaried working professionals

  • Connect on Virtual Meets
  • 180 days support
  • Build your Asset-Map
  • Risk management for Life’s uncertainties
  • Secure your Child’s future
  • Manage your Debts
  • Invest for your goals
  • Multiple Scenario planning
  • Portfolio review & recommendations
Sign Up

NRI Financial Plan

30,000

Plan Highlight

Ideal for NRI professionals working in ME & EU

  • Connect on Virtual Meets
  • 180 days support
  • Build your Asset-Map
  • Comply with FEMA
  • Diversify your investments
  • Invest for your goals
  • Multiple Scenario planning
  • Plan for early retirement
  • Portfolio review & recommendations
Sign Up