Fee Only Planning || Affordable || No Forced Sale of Products||
Personalised Financial Plans for You.
Financial Plans are like your fingerprints, they are unique. I create financial plans for the rising middle class – Salaried, Entrepreneurs and professionals like doctors. Investments, Insurance, Succession Planning – all what you need in a personalised financial plan.
Personalised Financial Plan
Features
With Personalised & Comprehensive Planning, make plans and prepare for the years to come – be it on retirement, children education, your own higher studies, or early retirement.
SEBI Registered Investment Adviser
In India, only SEBI RIAs can offer financial planning services including investment advisory in all asset classes and financial products – real estate, equity, debt, bonds, insurance.
Fee Only Service
You Pay for the service.
Transparent fees ensure you know exactly what you’re paying
for. Plus, you avoid hidden commissions in investments that
could erode your returns over time.
Investments based on your Needs
There are many financial products in the Market. Not everything fits everyone. With personalized financial planning , achieve your financial goals based on your financial risk fitment.
Straightforward
Pricing Plans
Affordable yet Premium Services.
Detailed Financial Planning
₹ 22,000
One month contract with 4 to 5 meetings – about 5 hours of interaction.
Best suited for those planning for their future, detailed cash flow analysis, goal planning, portfolio review and reconstruction, liability management and loan decisions
Detailed Insurance review for Life & Health
Annual Contract
₹65,000
Annual Contract with everything in Detailed Financial Planning plus quarterly review meetings on portfolio review..
Ideal for those having more than ₹50L portfolio and for those who need equity exposure.
Adhoc meetings based on custom demands
Annual Contract NRI
₹1,25,000
Annual Contract with everything in Detailed Financial Planning plus quarterly review meetings on portfolio review.
Custom package for NRIs with focus on resident investment plans and also investmenta in India.
Adhoc meetings based on custom demands.
Compliance Data
- Complaints at beginning of the month: 0
- Received During the Month 0
- Resolved during the month 0
- Pending at End of the month 0
- Reasons for Pendency NA
- As on Date 31 May 2025
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