Consultation
1-1 consultation with a finance expert for 45 min
Individual
Couple
₹ 2,000
₹ 2,500
Simple, jargon free consultation on any/ all of the below domains
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Investments
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Loans (new loan or getting interest rates reduced on your current loan)
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Income tax planning
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Insurance (life, health, home, etc.)
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General financial consultation on salary structure, income and expenses, etc.
Learn and Plan
Part 1 Learn finance in a group
Part 2 Build your financial plan 1-1
Individual
Couple
₹ 6,000
₹ 8,000
Part 1
3 hour group learning with a financial planner on
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wealth creation mindset
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build your financial plan
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debt/loan planning
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risk management
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investment and tax planning
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Part 2
Consultation with a financial planner to finalize your plan
Individual - 1.0 hour
Couple - 1.5 hours
Financial Planning
Individually, build your plan with an expert
Individual
Couple
₹ 20,000
₹ 25,000
-
Initial 2 hour conversation to collect all the inputs for financial plan, answer your queries and set the wealth creation mindset.
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Creation of Financial Plan in the backend (takes about a week)
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Final conversation to finalize the financial plan.
Individual - 2 hours
Couple - 3 hours
What our clients say...
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