Advisory Services
Everything you need for a comprehensive and clear financial plan — delivered by a SEBI registered, fee-only adviser.
All services included · No commissions · No hidden charges
Personalised Goal-Based Financial Planning
We map your life goals — buying a home, funding children's education, retiring early, or building a legacy — into a concrete, actionable financial plan with realistic timelines and investment strategies.
- ✓Comprehensive financial goal identification
- ✓Net worth assessment and cash flow analysis
- ✓Prioritised goal roadmap
- ✓Dedicated strategy document
Asset Allocation Strategy
Strategic allocation across mutual funds, ETFs, debt instruments, and NPS — calibrated to your risk profile, time horizon, and tax situation.
- ✓Multi-asset class allocation framework
- ✓Debt and alternative instruments
- ✓NPS and EPF integration
- ✓Tax-efficient structuring guidance
Portfolio Review & Restructuring
A thorough audit of your existing investments to identify overlaps, inefficiencies, and misalignments with your goals — followed by clear restructuring recommendations.
- ✓Full existing portfolio audit
- ✓Overlap and redundancy analysis
- ✓Performance vs benchmark review
- ✓Restructuring recommendations
Retirement Planning Strategy
A holistic retirement plan that accounts for inflation, healthcare costs, lifestyle expectations, and longevity — so you can retire with confidence.
- ✓Retirement corpus calculation
- ✓Inflation-adjusted projections
- ✓Drawdown strategy planning
- ✓Social security and pension integration
Risk Profiling & Suitability Assessment
A structured risk assessment to understand your true risk tolerance and ensure every recommendation is suitable for your specific financial situation.
- ✓Psychometric risk questionnaire
- ✓Financial capacity assessment
- ✓Documented suitability report
- ✓Regular re-assessment on life changes
Investor Education
Workshops, webinars, and structured learning programs to help you understand markets, investment instruments, and financial concepts — so you make informed decisions confidently.
- ✓Personal finance workshops
- ✓Investor awareness webinars
- ✓Curated reading resources
- ✓Q&A and community discussions
Our Advisory Offerings & Pricing
Full Financial Planning
Comprehensive plan covering your entire financial life.
What's Included
- Financial Goals & Roadmap
- Cash Flow & Budgeting
- Net Worth & Asset Allocation
- Portfolio Strategy & Optimization
- Risk Protection Review
- Retirement & Financial Independence
Includes tax-efficient investment recommendations where applicable.
Goal Planning
Focused plan to help you achieve a specific goal.
What's Included
- Goal Definition & Prioritization
- Required Corpus Estimation
- Investment Strategy
- Goal-specific Recommendations
Second Opinion / Review
Objective review of your existing financial plan or portfolio.
What's Included
- Existing Plan Review
- Portfolio Assessment
- Gap Analysis
- Independent Recommendations
Investor Education Sessions: Complimentary interactive sessions to help you build financial knowledge and make informed decisions.
Your Advisory Partnership
| Engagement Feature | Full Financial Planning | Goal Planning | Second Opinion / Review |
|---|---|---|---|
| Engagement Duration | 1 Year | 1 Year | 6 Months |
| Review Meetings (Video Call) | 2 Half-yearly | 1 Half-yearly | 1 End-of-engagement |
| Investor Education Sessions (60–90 min) | 2 Sessions | 1 Session | — |
| Advisor Access (WhatsApp & Email) | Unlimited | Included | Included |
| Significant Life Event Review | Included | Available via Full Planning Upgrade | Available via Full Planning Upgrade |
Examples of significant life events: marriage, birth of child, job change/loss, promotion, starting a business, inheritance, buying a home, relocation, retirement, health events, etc.
Note: Each scheduled review includes preparation, portfolio analysis and a 60-minute video consultation.
Ready to Get Started?
Book a free discovery call to discuss your goals and find out how we can help.
Book a Free Call