SEBI Registered • Fee-Only Advisory

Live Better, Not Just Wealthier

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

250+

Families Served

1000+

Goals Tracked

8

Countries

₹375Cr+

Assets Under Advisory

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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