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Your Free No Obligation Call
This call will help you identify areas to focus on and you will receive personalized suggestions tax planning, financial planning, investment planning, retirement savings, and emergency savings.
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Invesment
Analysis
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Insurance
Checkup
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Tax & Estate Plan Review
Financial
Assessment
Prepared for
Mr & Mrs Sharma
We understand and do our best work with:
Aged 30+
Private Service professional who want to live a financial healthy life and craft a great financial future for themselves and thier children.
Rs 10 LPA(CTC)+
Diligent savers who earn of Rs 10 Lakh or more. (Both Spouses Combined)
Expert Guidance
People who value hiring an expert because they know their retirement is too important to manage it alone.
Your Free Financial Assessment
A 3-step process showing whether you are making the Right Decisions with your Money?
Step #1
Schedule 10-Min Call
A 10-minute phone call will give us both a chance to make sure your situation matches our expertise. We explain you what free financial assessment is and your prefered mode
(In-person or Virtual )
Step #2
Step by Step Assessment
Like a doctor, it’s important to diagnose before we prescribe.
The next step is assessing your finances with our team (in-person or virtually). During this 1-hour meeting, you will get crystal clear on your financial goals, needs, and concerns.
Step #3
Prescription
With your Financial Assessment complete, we will review our findings & recommendations and in plain English, we will explain exactly what you can do to improve your Financial plan, lower taxes, and optimize your investments.
At the end of this process, we will simply explain you if we can be a fit for you and ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find 'Do-It-Yourself' ways to implement the assessment recommendation.
There is never a hard-sell or pressure to say "yes."
You have questions, we have answers.
We believe in making things simple to understand and being completely transparent at the same time.
Totally free. It normally takes half an hour to one hour depending on the complexity of your case and your understanding of your own finances. During the financial assessment, we help you take a look at how you manage your personal finance, whether you have made right investments, whether you have clarity on your insurances, taxes and estate plan.
We don’t earn any commission. We only earn what our clients pay us.
Are fees are charged on quaterly basis ( after every 3 months )
For managing Investments between
Rs 10,00,000 – Rs 30,00,000, we charge Rs 5000 per quarter
Rs 30,00,001 – Rs 50,00,000, we charge Rs 7000 per quarter
Anyhting above Rs 1,00,00,000 , we charge Rs 12000 per quarter
Yes, we offer tax filing service also whihc is included in your fee that you pay. No separate charges for tax filing. But its not a compulsion for the client, they can opt out and take tax filing services from places of their choice.
Absolutely Not. Financial Assessment is just like a health checkup. Its like an exercise that helps you realize if any financial aspect has to be looked at or whether we are off track with some investments. It reflects on your own understanding of the financial products that you have subscribed to.
We serve people from private service background.We specialize in service IT professionals and their families as we have in depth clarity about their life stages and financial cycles Anyone with an annual household income of more than Rs. 10,00,000( both spouses combined ) can opt for our services.
Its always hard to bid goodbyes but we always wish best for our clients. Whenever client feels like opting out, he can notify us and we will handover all the client data back to them and also guide them on how to take care of their finances going forwards. Also, if any help is needed, we are just one call away.
