🛡️ All services are fee-only — we earn zero commissions from any financial product. · SEBI Registered Investment Adviser – Reg. No. INA000022598
Comprehensive advice that covers your complete financial picture — not just investments.
A comprehensive, 360-degree financial plan that brings together every aspect of your money life — income, expenses, savings, goals, insurance, and taxes — into one coherent, actionable roadmap.
Build a retirement corpus that sustains your lifestyle — without relying on your children. We calculate exactly what you need and chart the most efficient path to get there.
From school to IIT, MBBS, or international university — education costs in India double every 7–8 years. We build a dedicated, goal-specific investment strategy so you're never short.
Most Indians are either under-insured or paying for expensive, low-value policies. We audit your existing cover and recommend only what you need — with zero product commissions.
Debt, when managed wisely, builds wealth. When ignored, it destroys it. We help you navigate home loans, car loans, and credit card balances with a clear strategy.
Goal-aligned, evidence-based investing using low-cost direct mutual funds. No market timing, no product push — just a disciplined strategy built for the long term.
Flat fees agreed upfront in writing. No hidden charges, no AUA-linked surprises.
| Plan | Services Covered | Fee (+ GST) |
|---|---|---|
| Comprehensive Financial Plan | All 6 pillars – full one-time plan | ₹15,000 |
| Focused Advisory Session | One specific area (e.g., retirement only) | ₹5,000 |
Note: All fees exclude GST at applicable rates. Fees are finalised in your signed Advisory Agreement before work begins. Payments via bank transfer / UPI only — no cash accepted.
30-minute no-obligation conversation about your goals.
SEBI-compliant questionnaire & financial data collection.
Written plan or report delivered within agreed timeline.
Regular reviews & support as life and markets evolve.
Book a free 30-minute discovery call — no fees, no obligations.
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