We are here to help you take control of your financial future. Below are the services we offer.
With this comprehensive service, we help you clearly identify and quantify your unique goals, evaluate the current situation and develop efficient strategies to achieve the goals. We research and recommend solutions tailored to your needs and educate you on all the options available in an unbiased manner. With professional risk profiling, diversification, asset allocation and risk management, your written financial plan is developed and implemented. We also review your existing asset allocation and insurance and recommend changes as needed.
This applies to any individual or family, no matter your age, income or wealth. Your goals can be saving for child’s education, marriage, buying a home or car, retirement, pension, insurance and most importantly achieving Financial Freedom.
Includes
Identifying goals – Risk profiling – Investment planning – Insurance – Tax planning – Cash flow analysis
This ongoing Wealth Management service is for clients who have the above holistic financial planning done and would like a professional to review and update their investments based on their changing needs and scenarios. Investments would be reviewed in an unbiased manner and necessary modifications will be recommended to ensure that the plan stays efficient and in line with the client’s goals always. We will be available to answer questions and help with ongoing financial decision-making. Keep in mind that your funds are invested outside and never with us, we only act as a consultant.
Includes
Portfolio rebalancing – Progress tracking – Periodic reviews – Plan updates
What about fees?
Our fee structure is straightforward and NOT dependent on your net worth or income. It is a flat fee of Rs. 29,500 (Rs.25,000 + GST) for the one-time ‘Holistic Financial Planning’ exercise which includes 6 months of ongoing support. After this initial 6-month period, it is Rs.10,000 (Rs.8,475 + GST) per year for the review and ongoing support of ‘Wealth Management’ service.
Clients choose to pay fees for trusted advice, because the value from this unbiased approach is many times the one-time fee they pay. They understand that 'free' advice is more expensive than 'fee' advice. We ensure that wrong product choices, hidden fees and commissions are avoided, and you make fully informed financial decisions. You receive one-on-one personalized advice, tailor-made to your unique requirements and financial goals.
To explore how our services can benefit you, contact us for a free, no-obligation introductory call with Vikram.
“We are not involved in financial product sales and are not affiliated with any financial institution. When investing in the products and solutions we recommend, you do so directly with the provider. We only act as a consultant and monitor your progress toward your goals.”