I am here to help you take control of your financial future. Below are the services I offer as a SEBI Registered Investment Adviser.
A comprehensive, one-time financial planning exercise where I help you clearly identify and quantify your unique financial goals, evaluate your current situation, and develop efficient strategies to achieve them. I research and recommend solutions tailored to your needs and educate you on all options available - in a completely unbiased manner.
Through professional risk profiling, disciplined asset allocation, and structured risk management, your written financial plan is developed and implementation guidance is provided. Existing assets and insurance coverage are also reviewed and recommendations made as needed.
This applies to any individual or family, regardless of age, income, or wealth. Goals can include saving for a child's education or marriage, buying a home, building a retirement corpus, insurance planning, and most importantly - achieving financial freedom.
For clients who have completed the initial financial planning and would like ongoing professional support to review and update their investments based on changing needs and market conditions. Investments are reviewed in an unbiased manner and necessary modifications recommended to ensure the plan stays efficient and aligned with your goals at all times.
Your funds are always invested directly with the provider - never with me. I act solely as your adviser and consultant.
My fee structure is straightforward and not dependent on your net worth or income.
GST applicable as per prevailing rates. Fees are payable only through banking channels - NEFT, RTGS, IMPS, UPI, or account payee cheque. Cash payments are not accepted.
"I am not involved in financial product sales and am not affiliated with any financial institution. When investing in the products and solutions I recommend, you do so directly with the provider. I only act as a consultant and monitor your progress toward your goals."
Regulatory note: Investment advice is limited to securities under the purview of SEBI. No guaranteed or assured returns are implied or offered under any circumstance. All investments are subject to market risks.
Ready to take control of your financial future?
You have read about who I am, what I do, and how I charge. If this resonates with you, write to me for a free, no-obligation introductory conversation.
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