Services

Video meeting . 30 mins

Discovery Call

Not sure what financial guidance you need? Let’s talk.
499
Video meeting . 45 mins

Financial planning Quick Start

Confused about your money? Let’s bring some clarity.
1,499
Video meeting . 60 mins

Tax planning

Personalised Income Tax Planning
5,000
Priority DM . 2 days reply

Priority DM

You really want to pay ₹499 just to DM me? 😭
499
Popular
Video meeting . 120 mins

1:1 Complete Financial Planning Session

Your money deserves a plan. Let’s build the complete one.
2,999
Popular
Video meeting . 120 mins

Portfolio Review (+ 3 Bonuses)

Deep Review . Detailed Written Report . Understanding "WHY"
9,999

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 ...