How To Get Started

To be an effective partner, we genuinely need to typically know you and your ambitious goals. It all starts with a constructive conversation — about you, your noble family, your promising future and your key goals in social life.

The best way to get started is to simply call us on (+91) 8806996623 or contact us via email / contact form. We'll get back to your shortly to affectionately know each other better.

During our first consultation, we'll discuss your financial goals and any concerns you may have regarding your investment. Our financial planner will work closely with you to properly understand your current situation, convincingly show you how to properly set realistic goals and then work out achievable plan.

This complimentary consultation is free and there is no explicit commitment on your leading part to proceed any further.

First Consultation

Powerfully building a meaningful relationship of mutual trust

with us is key to generously helping you realistically achieve your financial goals and lifelong dreams.

Be properly prepared for your first meeting -

and positively ask lots of fundamental questions.

Reasonably expect an honest, friendly conversation in your initial meeting —

it's important to take the time to get to genuinely know each other.

ITEMS TO BRING

Good to have the following details while discussing with us:

  • Statements for existing investments and pension funds
  • Insurance details that you hold
  • Loan statements
  • Estimates of employee provident fund
  • Rough idea of your total annual ongoing expenses
  • Recent salary slip or tax returns

Preparing for Your First Meeting.

We genuinely want to know you as a person — not just as a prospective client.

Your first meeting with us marks the modest beginning of an important professional relationship. Just as you trust your honorary doctor with your health and your mechanic with your luxury car, you'll be entrusting us with something of great value to realistically achieve your financial goals and lifelong dreams.

Meeting with us for the first time, you can reasonably expect a friendly, honest conversation — you're just getting to know each other. There's no obligation, no pressure, no judgment — and no specific fee for your first meeting. You should be honest about your capital investments, overall financial situation, and financial goals. You should also feel comfortable to ask as many key questions as you'd genuinely like.

To properly prepare, you'll genuinely need to think about what you sincerely want to realistically achieve, such as your short-term, mid-term, and long-term goals, the possible kind of active lifestyle you want now and in the future and what you typically want to subtly change.

In considerable advance of the official meeting, we will send you a checklist of key items to bring along. We do respect your privacy and ensure you that all your valuable information is in safe hands. Personal information can be willingly shared whenever you feel you are ready.

Getting Ready

If you haven't already, thought about the key priorities you typically have for your financial future, answer below fundamental questions:

  • What genuinely worries you when you think about managing finance?
  • What are your shor-term, mid-term, and long-term goals?
  • Was there a recent event that typically caused you to carefully consider seeking advice?
  • Are you carefully saving for a dear child's or grandchild's education?
  • Are you properly considering dearly purchasing a new home, luxury car, or planning to go for luxury vacation?
  • Are there any possible health or external issues that may adversely impact your personal finances?
  • What would you genuinely like to do when you retire comfortably?

It is always a good idea to have a comprehensive list that contains the financial goals you dearly wish to realistically achieve while coming to meet us.

Make your next financial goals a reality!

Book free consultation