FAQs

How can we help you

01. What makes Padma Wealth Advisory unique?

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.

02. What problem do you solve ?

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.

03. What are the key attributes of Padma Wealth Advisory?

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

04. What contributes to good decision making?

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.

05. What are the charges for the various services?

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

06.What investment sectors can we approach you for?

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

How can we help you

Newsletter Subscription