1:1 Consultation

Being a NISM "Certified Mutual fund Distributor & Investment Advisor" (Reg. No. ARN 345296), I do offer following professional services:

* Financial Planning - Open to new clients

* Direct Equity Investment Advice - Currently not open to new clients

If you are interested in first (financial planning), which includes creation of a financial plan based on your financial goals, then I can be of help.

To give you an idea about the deliverables and to aid your understanding of whether financial planning is suitable for you or not, here are some of the key pointers about the engagement:

The 10-20 page financial plan will include:

* Assessment of all your Financial Goals (like retirement, children’s education and marriage, etc.)

* Prioritization of Goals

* Checking Goal Affordability & help in

* Rationalization of goals (if necessary)

* Evaluate your risk tolerance and appetite.

* Review existing investments

* Come up with a customized Asset

* Allocation for each goal (or goal groups)

* Provide Goal based Investment Advice

To put it very simply, you will have the right answers to following five questions:

1. How much will each of your goals cost in future?

2. How much to invest periodically?

3. Which current savings/investments will be earmarked for which goals?

4. When exactly to invest (and for how long)?

5. Where to invest? (scheme level advice)

Post creation of the plan, this is what you are entitled to during the One Year period:

One review at the end of 6-months

My availability for doing plan revisions, in case there are changes in your life situations which demand change in plan parameters.

Planning fee varies from case-to-case depending on factors like goal-specific requirements, financial complexities, etc. I can only quote a fee when I know your exact financial situation and requirements.

Hope that gives you an idea of what you can expect.

So if you are interested, we can first have a small call to better understand.