Scope of Advisory
What's Covered & What's Not
What We Cover
- Emergency fund preparedness
- Risk & Insurance preparedness
- Life goals & milestone planning
- Retirement planning
- Succession & estate planning
- Tax planning & optimisation (not CA services)
- Investment portfolio review & rebalancing
- Unbiased advisor on call — beyond just investment products
- Acting as a bridge between you and product/service providers to execute as per plan
What's Included
- Document & Net Worth Review
- Lifetime Financial Goal Structuring
- Tax Structuring & Optimisation
- Investment Portfolio Review
- Insurance Adequacy & Gap Analysis
- Quarterly Tracking & Half-Yearly Reviews
What's Not Covered
- Execution on your behalf (No POA)
- Specific stock tips or trading advisory
- Speculation or short-term trading
- Crypto investments
- Commodities (except gold & silver)
- Foreign / offshore product sales
- Product sales or commissions
- Legal document preparation or product buying
Clear Boundaries: Unbiased, comprehensive financial advice with full transparency