Our Approach

THE ADVISORY

Discover a fundamentally different approach to financial advisory — one that puts your family first, not products or commissions.

FEES MODEL

Fees & Remuneration Model

We reject commission-based models. Here's why:

Commission Based

by product sales

% Of Assets Under

Portfolio management

% of Assets

Under Advisory

Fixed Amount

Based on solution suite chosen

Focus and Priority

Clarity and targeted actions for your better life and life needs, with regular monitoring, tracking and making changes if and where required, instead of best or cheapest product or one set of product specialisation offered wholesome advisory — YOU FIRST

CORE PRINCIPLES

Our Core Principles

Nine foundational values that guide everything we do

Fixed Amount Based Fee Only

Transparent pricing with no hidden charges or commissions

You First / Client Centricity

Your goals and interests always come first in every decision

No Product Sales / Unbiased

No commissions, no product pushing — pure, unbiased advice

Transparency

Clear, honest communication at every step of the journey

Wholesome

Holistic approach covering all aspects of your financial life

Empowerment Over Knowledge

Building your confidence to make informed financial decisions

Target Based

Everything aligned to measurable family goals

Joint Partnership

We walk alongside you — bridging aspirations with realistic plans

Family Centric

Investments as a way to achieve family life goals, not just wealth

COMPARISON

Traditional vs. Our Approach

See the clear differences that set us apart from conventional financial advisors

Differentiator Traditional Advisors Our Family-First Approach
Client Definition Every family member is a separate client Your entire family is our client — holistic advice for all dependents
Specialisation One product or product category specialist Wholesome advisory — all products plus continuous life guidance
Growth Benchmarks External benchmarks that change daily Internal benchmarks — stable, family-specific goals
Responsibility Model 100% client responsibility 70-80% us, 20-30% you — true joint partnership
Risk Profiling Optional & basic templates Compulsory & customised per your solution suite
Delivery Model In-person or fully digital Phygital — personal touch via digital only
Knowledge Transfer Information sharing only Empowerment over knowledge — build confidence
Transparency Variable transparency Consent-based approach — full empowerment
Client Engagement You need to know what to ask We guide you to ask the right questions proactively

Who Is This For?

Busy professionals and consultants including IT professionals, financial services experts, legal advisors, design consultants, HR specialists, business consultants, project managers, green building consultants, and more — both in India and NRIs across the globe.

Take the Next Step

Ready to Experience True Partnership?

Discover how our family-first approach can transform your financial journey

Book Your Free Consultation
30-Minute Discovery Call No Obligations Completely Free