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.
Introductory Meet
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Engagement
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Risk Profile
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How does it work?
With three easy steps, you’ll be up and running in no time.
Step One Title
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Step Two Title
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Fee Pricing
Individual Financial Plan
₹20,000
Family Financial Plan
₹24,000 to ₹30,000
Create an enticing headline.
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Individual Financial Plan
₹20,000
Plan Highlight
Basic plan description. Phasellus sodales gravida lorem, ac accumsan eros facilisis vel.
Family Financial Plan
₹24,000
Plan Highlight
Standard plan description. Phasellus sodales gravida lorem, ac accumsan eros facilisis vel.
NRI Financial Plan
₹30,000
Plan Highlight
Premium plan description. Phasellus sodales gravida lorem, ac accumsan eros facilisis vel.
Know Your Charges
What you pay is what you seeIndividual Financial Plan
₹20,000
Plan Highlight
Ideal for early-career salaried working professionals
Family Financial Plan
₹24,000
Plan Highlight
Ideal for mid-career salaried working professionals
NRI Financial Plan
₹30,000
Plan Highlight
Ideal for NRI professionals working in ME & EU