Financial Goal Planning Session ( 45mins )

This meeting is intended to help you gain clarity on your overall financial situation and understand whether you're moving in the right direction towards your financial goals.

During the discussion, we'll:

• Understand your financial goals and priorities.

• Discuss your current financial position and existing investments at a broad level.

• Identify any gaps, risks, or planning opportunities that may exist.

• Share our overall observations and discuss the approach you may consider going forward.

Please note that this is not a detailed portfolio review or investment advisory session. We will not be analyzing your individual investments, recommending specific mutual funds, stocks, ETFs, or other products, nor will we provide buy/sell recommendations.

This is because SEBI regulations require all registered investment advisers to complete a formal advisory process including risk profiling, signing the advisory agreement, and client onboarding before providing personalized investment advice. Without completing these regulatory requirements, we are not permitted to offer specific investment recommendations.

The purpose of this session is to provide you with an objective, goal-based assessment of your finances, help you identify areas that may need attention, and give you clarity on the next steps. Should you decide to engage with us further, we'll then carry out a comprehensive analysis and provide personalized recommendations based on your financial profile and goals.

Looking forward to speaking with you!