Services
Video meeting . 30 mins
Discovery Call
Not sure what financial guidance you need? Let’s talk.
Video meeting . 45 mins
Financial planning Quick Start
Confused about your money? Let’s bring some clarity.
Video meeting . 60 mins
Tax planning
Personalised Income Tax Planning
Priority DM . 2 days reply
Priority DM
You really want to pay ₹499 just to DM me? 😭
Video meeting . 120 mins
1:1 Complete Financial Planning Session
Your money deserves a plan. Let’s build the complete one.
Video meeting . 120 mins
Portfolio Review (+ 3 Bonuses)
Deep Review . Detailed Written Report . Understanding "WHY"
About me
I’m Yash Patel, Chartered Accountant by profession and Financial Educator by passion(Mostly) . I talk about money for a living, invest for the long run, and occasionally convince people to stop making questionable financial decisions. 😭
I believe your network is your net worth, which is exactly why I’m here. Sometimes, one conversation with the right person can give you the clarity you’ve been looking for.
Whether it’s taxes, personal finance, or just figuring out which of my services you actually need, there’s probably something here for you.
And if there isn’t?
Book a Discovery Call. We’ll figure out why you ended up on my profile anyway, haha ...