Services
Financial Planning & Advisory
Financial planning is key to achieving financial well-being. It guides you through the maze of personal finance, helping you make smart choices. We equip you with the know-how and assurance to handle your money wisely and reach your financial aims. We get to know your specific financial standing, objectives, and comfort with risk. This lets us give you custom advice and plans, putting you in the driver’s seat of your financial journey.
Budgeting and Cash Flow Management
We assist you in crafting and sticking to a budget, monitoring your spending, and overseeing your cash flow.
Debt Management
We offer practical advice on cutting down and handling debt, along with a roadmap to clear existing liabilities effectively.
Savings and Investment Planning
We help you pinpoint your financial objectives and suggest fitting savings and investment approaches to reach them.
Risk Management and Insurance
We evaluate possible risks and suggest the right insurance coverage to safeguard you and your assets
Tax Planning
We offer tactics to lessen your tax burden, making the most of tax-smart investments and write-offs.
Retirement Planning
We guide you in preparing for a worry-free retirement, calculating future costs and crafting a savings strategy.
What Does the Fee Entail?
Our pricing is simple and clear-cut, unrelated to your income or assets. We have an annual flat fee of Rs. 11,000 for ongoing support. After the first year, the annual fee for continued help and reviews is Rs. 5,000.
Our clients see the value in investing in reliable, impartial advice. They understand that the benefits far outweigh the upfront cost. Unlike “free” advice that can end up being costly due to hidden fees or poor recommendations, our guidance is transparent and trustworthy. We help you sidestep bad financial products and hidden costs, enabling you to make well-informed choices. Each piece of advice we give is tailored to fit your specific financial goals and needs.
