Flexible Options
Engagement Models
Choose the right engagement model for your needs
First-Time
Perfect for beginners or focused queries
- Goal-based planning
- Portfolio review
2nd Opinion
Validate your existing financial plan
- Unbiased review
- Identify gaps & risks
Decision Making
For high-stakes financial choices
- Property buy/sell
- ESOP planning
Transition
Navigate major life changes
- NRI relocation
- Retirement scenarios
Continuous / Annual
Long-term financial planning
- Ongoing wealth management
- Annual financial reviews
Book an Appointment
Not sure which solution fits? We'll help you decide in the first call.