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 investments and insurance in detail and recommend changes as needed.
This applies to any individual or family, no matter what your age, income or wealth is. Your goals can be saving for child’s education and marriage, buying a home or car, retirement planning, pension, insurance or just investing to grow wealth.
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 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?
The fee is NOT based on your net-worth or income. It is a flat fee of Rs. 25,000 (inclusive of 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 per year (inclusive of GST) for the review and ongoing support of ‘Wealth Management’ service.
Clients choose to pay fees for trusted advice, because the value got from this unbiased approach is many times more than 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 get one-on-one personalized advice, tailor-made to your unique requirements and financial goals.
Contact us for a free, no-obligation introduction with Vikram to learn how you will benefit from our services, before you make a decision about working with us.
“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.”