FAQs

Personalised approach to each client's requirement with the aim of achieving sound financial health. A diligent wealth advisory expert in the areas of budgeting, income protection, wealth creation, education planning and retirement planning.

I help in increasing the time available to my clients so they can focus on other activities. Many clients lack the time to vet good investment products that will be suitable for them, and also to monitor them once they invest. I take charge of this task for them.

1. Being able to act in the clients' best interest all the time.
2.Excellent interpersonal relationships based on mutual understanding and respect.
3. Maintaining client confidentiality.
4.Ability to contribute positively to the financial thought process of my clients by sharing financial concepts when required.
5.Ability to advice the right kind of insurance and investment plans

As Robert Kiyosaki says, “The primary difference between a rich person and a poor person is how they manage fear.”

Having to navigate through unknown and unchartered territory leads to fear. Seeking knowledge from verified sources and learning more about the financial world leads to less fear. So remove fear from the equation and start taking decisions appropriate to your needs.

Charges vary as per the needs of the client. These will be discussed at the end of the first Discovery Meeting.

Mutual funds, PMSs, AIFs, Options, ETFs, Non market linked investments, Insurances, Real Estate and Startups.