SEBI Registered • Fee-Only Advisory

Live Better, Not Just Wealthier

Structured, Purposeful Financial Planning – For Life, Not Just Investments

Family
Family
Health
Health
Career
Career
Education
Education
Lifestyle
Lifestyle
Retirement
Retirement
Legacy
Legacy
200+
Goals Finished
250+
Families Served
1000+
Goals Tracked
₹375+Cr
Assets Under Advisory
8
Countries
Our Sweet Spot Clients

Who We Serve Best

Professionals at pivotal life moments seeking financial clarity

Busy Professionals

Corporate leaders and consultants who need expert financial guidance but lack the time to manage it themselves.

High-earning professionals seeking clarity
Want structured financial planning
Value expertise over DIY approaches

New Beginnings

Couples starting their journey together and individuals at major life transitions needing financial alignment.

Recently married or planning marriage
Merging finances and future plans
Starting family financial foundation

Career Builders

Ambitious professionals building wealth while navigating career growth and life goals.

Employed across diverse industries
Balancing career and wealth building
Need trusted financial partner

Recognize Yourself?

If you see yourself in any of these profiles, let's have a conversation about your financial goals.

Schedule Your Discovery Call
Flexible Solutions

Choose Your Engagement Model

Tailored financial planning solutions for every stage and need

Individuals & Family

Comprehensive planning for personal and family financial goals

Services Include:
  • Start Right - First income, first investment (from ₹10,000)
  • 2nd Opinion - Review existing investments (from ₹25,000)
  • Continuous/Annual - Ongoing support (from ₹58,000)
  • Decision Support - Major life decisions (from ₹20,000)
  • Transition Management - Career/life changes (from ₹30,000)
View Details

Groups & Organizations

Financial awareness programs for corporate teams and associations

Services Include:
  • Awareness Programs - General or specific topics (from ₹7,000)
  • Workshops - Customized interactive sessions (from ₹10,000)
  • 45-90 minute sessions including Q&A
  • For corporates, societies, associations
View Details

Practice Mentoring

Guidance for aspiring financial planners and advisors

Ideal For:
  • Starting own Financial Planning practice after certification
  • Transitioning from job to RIA practice
  • Switching from MFD to RIA/FP model
  • 1-6 months online/call mentoring (from ₹10,000)
View Details

Not sure which engagement model suits you best?

View Full Comparison Book a Consultation
Comprehensive Planning

Planning & Preparing For

Strategic financial planning that covers every critical aspect of your life

Strategic Financial Planning

Comprehensive roadmap aligned with your life goals and values

Emergency Preparations

Building financial safety nets for unexpected life events

Risk Preparedness

Protecting your family and assets from unforeseen risks

Life Milestones & Goals

Planning for marriage, children, education, and major purchases

Retirement Understanding & Prep

Creating sustainable income strategies for your golden years

Estate & Succession Planning

Preserving and transferring wealth to future generations

Tax Optimisation

Maximizing wealth through efficient tax strategies

Liability & Debt Management

Understanding and strategically managing debt obligations

Decision Making

Confident clarity in critical financial and life choices

Transition Planning & Management

Navigating major life and career changes smoothly

Implementation Handholding

Guided support throughout plan execution and beyond

Our Process

Your Financial Journey

A structured 7-step partnership tailored to your life goals

1
Discovery / Exploration

Initial meeting & needs assessment

2
Documentation & Fee Quote

Details & fixed-fee quote

3
Onboarding & Risk Profiling

Risk profiling & setup

4
Agenda & Planning

Goals & strategic direction

5
Plan Presentation & Approval

Plan review & approval

6
Implementation & Handholding

Execution guidance (No POA)

7
Ongoing Tracking & Optimisation

Continuous reviews & optimisation

Book Your Discovery Call

Free consultation • No obligations

The Advisor
The Advisor
The Advisor
  • CFP & SEBI Registered
  • Products & market expertise
  • Data-driven & solution-oriented
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The Advisory
The Advisory
The Advisory
  • Fee-only, transparent model
  • Unbiased & client-centric
  • Holistic goal-based planning
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Life Stages
Life Stages
Life Stages
  • First-time earners to retirees
  • Mid-career & entrepreneurs
  • NRI asset management
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Scope
Scope
Scope
  • Emergency funds to estate planning
  • Goal structuring & tax optimization
  • Excludes execution & stock tips
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Engagement
Engagement
Engagement
  • First-Time: Beginners & queries
  • 2nd Opinion: Plan validation
  • Continuous: Long-term wealth
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Approach
Approach
Approach
  • 7-step structured process
  • Discovery to implementation
  • Ongoing tracking & optimization
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Fee Structure
Fee Structure
Fee Structure
  • 100% fixed fee, no AUM%
  • Zero commissions or bias
  • ₹25K – ₹1.5L based on complexity
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Programs
Programs
Programs
  • Investor Wellbeing Workshops
  • CFP Practice Mentorship
  • Online, in-person, or hybrid
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Book an Appointment