FINANCIAL PLANNING & WEALTH ADVISORY
Your Money Deserves a Plan — Not Just Products
CA-led financial planning for professionals, business owners and NRIs. We build tax-smart plans around your goals — no product selling, no commissions, just clear advice you can act on.
Clarity on Where Your Money Goes
Tax-Efficient Investment Structuring
Better Decisions on Loans, Insurance & Savings
Goal-Based Planning: Home, Education, Retirement
One Advisor Who Sees Your Full Financial Picture
Annual Reviews That Keep You on Track
Simple Pricing, No Hidden Charges
Financial Health Check-up
Starting at
₹4,999/one time
- Free 15-min consult first
- One detailed session (60–90 min)
- Review of income, expenses, investments & insurance
- Gap analysis with action points
- Summary note after the session
Comprehensive Financial Plan
Starting at
₹14,999 /one time
- Free 15-min consult first
- Everything in Health Check
- Goal-based plan: retirement, education, home & more
- Tax-efficient investment structure
- Cash flow & emergency fund planning
- 2 review calls during the year
Annual Advisory Partner
Starting at
₹29,999 /year
- Free 15-min consult first
- Everything in Comprehensive Plan
- Quarterly reviews & rebalancing guidance
- Year-round WhatsApp access for money decisions
- Coordination with your ITR & tax planning
Ready to Get Your Finances in Order?
Start with a free 15-minute discovery call — we’ll tell you honestly whether you need a plan.
OUR PROCESS
Discovery Call
We understand your income, goals, and current situation
Data & Documents
You share details of income, investments, loans and insurance
Analysis & Plan
We prepare your personalised, tax-smart financial plan
Plan Discussion
We walk you through it and refine it together
Reviews & Support
Periodic reviews to keep the plan aligned with your life
What We Review
Before building your plan, we take a complete look at your financial picture.
Income & Cash Flow
- Salary / business income details
- Monthly expense pattern
- Existing EMIs & liabilities
Investments & Assets
- Mutual funds, stocks, FDs, PPF/EPF, NPS
- Property & other assets
- Existing SIPs and their purpose
Protection & Goals
- Life & health insurance policies
- Family goals with timelines
- Retirement expectations
100% Secure & Confidential
Your data is safe with us, always.
Expert CA Guidance
Planning led by a CA, not a salesperson
Tax-Smart Approach
Every recommendation is checked for tax impact
Full-Picture View
Income, business, investments & compliance together
One Conversation Can Organise Your Next Ten Years.
Message “PLAN” on WhatsApp for a free discovery call.
Quick • Easy • Reliable
Our Clients
Frequently Asked Questions About Financial Planning
Get answers to common questions about financial planning, wealth advisory, and how our process works.
Banks and distributors earn commissions on products they sell you, so their advice tilts toward products. We charge a flat professional fee and sell nothing — our only job is a plan that works for you.
No. We are not a SEBI-registered portfolio manager or stock-tip service. We build your financial plan, structure it tax-efficiently, and guide your decisions — execution stays in your hands, with your own accounts.
Salaried professionals, business owners, and NRIs who earn well but want structure — clear goals, the right savings rate, tax efficiency, and confidence that nothing is being missed.
Your investments, business income, and taxes are one interconnected system. A CA sees all three together — so your plan doesn't save on one side and leak on the other.
The Health Check happens in one session. A comprehensive plan is typically ready within 7–10 days of receiving your details.
Completely. Your information is used only for preparing your plan and is never shared with any third party or product seller.