Frequently Asked Questions

A financial plan is prepared after deep discussion related to your current income, expenses, savings, investments, tax planning, etc. You must involve your spouse while we do this discussion. If your children are in teens they can also sit during the discussion. 

We do some math related to time value of money and arrive at some figures which helps us visualize our goals better.  Once ready, A financial plan will help you move in the right direction with discipline. It will also cover risk assessment and give solutions too.  This plan will help you proper decision making too. Once you are with your financial plan you will feel more comfortable walking on it and your peace of mind will give you confidence too.

Call now on 8100118820 or whatsapp for more discussion on this subject.

The first meeting will be of 30min-45min and it will be free of any charge.

The tea/coffee is on us.

We shall discuss further in this meeting all the applicable professional fees. 

Generally a one-time fee not less than Rs.10000/- is charged for preparing a financial plan.

Call now on 8100118820 or whatsapp for more discussion on this subject.

One should look for proper professional support in this important issue of financial planning as an when one turns major (18+ years of age). The second time line is when you start earning. (Job or business or profession ). the third time line is your marriage and the fourth time line is when you become parent.  Call now on 8100118820 or whatsapp for more discussion on this subject.