Services

Video meeting . 30 mins
5

Discovery Call – Let’s Talk About Your Goals

30-min call to understand your goals & plan your money
3002,100
Popular
Video meeting . 90 mins

Comprehensive Financial Freedom Plan

Your Personalized Roadmap to Financial Freedom
10,00021,000
Video meeting . 60 mins

Mutual Fund Portfolio Assessment

Get a detailed review of your mutual fund portfolio
3,0005,000

Ratings and feedback

5/5
2 ratings

About me

If your goal is to reach your first 1 crore and you want someone who has helped 100s of people do it already, you’re in the right place! Here is how we can work together in a transparent manner: Option 1: One-time Financial Consultation (₹300) You can book a 30-minute consultation call with me for ₹300. What this includes: A personalised financial roadmap covering key goals such as wealth creation, retirement, house purchase, children’s education, marriage planning, or travel. Discussion on your existing investments and assets such as mutual funds, insurance, property, gold, car, etc. Investment and insurance suggestions will be provided after understanding your financial goals, risk profile, time horizon, and suitability, in line with SEBI guidelines. Clear explanation of realistic return expectations and timelines for each goal. If any questions arise after the call, you may reach out to me later for clarification. The objective of this consultation is to help you gain clarity and a practical action plan that you can implement based on your comfort and suitability. Option 2: Ongoing Investment Support as a Mutual Fund Distributor If you choose to invest through me as your Mutual Fund Distributor: I will assist you with execution, tracking, and periodic portfolio reviews to align investments with your goals and life changes. I am compensated by the Asset Management Companies through the expense ratio of the mutual fund schemes, as per SEBI regulations. You do not pay me any separate commission. There are no additional advisory or service charges for ongoing support related to mutual fund investments. You can approach me for regular portfolio-related queries and reviews over the long term. Both options are designed to provide clarity and structured financial planning. You are free to choose the option that best suits your requirements. More than 750 people have planned their money with me. Many of them have already crossed their 1st crore. Others are on track with clear plans for retirement, children’s education, and long-term wealth creation. My CA background helps me understand money at a deeper level, taxation, cash flow, risk, compounding, insurance gaps, and how each piece affects your long-term life goals. I don’t give generic “one-size-fits-all” advice. I study your numbers, your responsibilities, and your future plans, and then suggest only the investments that truly fit your life. This call is for you if you want clarity. Clarity about your goals, your savings, your investing structure, and the exact steps you need to take to build serious wealth. Whether you are starting late, starting small, or starting confused, this session will give you direction to your 1st crore. Looking forward to helping you build the financial life you truly want.