Flagship Offering
Financial assessment of life goals.
Review of Existing assets and liabilities and an investment roadmap.
Counselling on unproductive assets.
Subscription to the weekly newsletter.
A Comprehensive Financial plan.
Prioritization of life goals & affordability assessment.
Customized asset allocation & Goal-based investment advice.
Review of existing insurance plans (Life, Health & Disability) and recommendations.
Tailored wealth management strategies
Assistance in setting up a Will, POA or Other estate arrangements Sounding board for investment advice on sophisticated products.
Work with any of your other financial intermediaries (CA, Banker, Lawyer) Mode of Advice - Email & Unlimited access.
Wealth SolutionsPackage
This is suitable for clients who only require our expertise in prudent allocation of their assets using our proprietary model.
Under this bespoke model, we get down to work on the specific requirement as outlined and remain steadfast until the objective is achieved.
This is not part of our advisory offering; hence, we do not charge a Fee under this model.
