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  • Meet life goals
    with ease
  • Retire to a peaceful
    secure life
  • Live a worry free
    serene life
  • Through
    holistic financial planning
  • Come to a Fiduciary
  • Come to us
    for your Success Planned!

Who is our service meant for?

Financial Planning/ Advisory services is required by everyone. However, there are some broad pointers –

  • Our services will be useful for those genuinely interested in getting quality, conflict-free, client-centric advice.  We have a Perpetual Engagement model of advisory to ensure that our clients may reap the advantages of fiduciary advice. The focus with us is not returns; rather, it is sketching out a blueprint to meet goals, ongoing advice to ensure our clients stay aligned with the plan created & assist to put together a portfolio that is suitable for them and assist in managing it.
  • Those engaging us should be prepared for detailed spadework and an immersive planning exercise. Our plan takes time and due to that, pretty detailed. We need comprehensive data & a lot of your time. Once the plan is done, the Perpetual engagement ( optional ) to access ongoing advice would start.
  • We seek to engage those who are looking at longterm planning and are looking for a trusted advisor to handhold them and help them navigate finances, over time.  Hence, it may not interest those who are looking for someone to advice on some investments alone. Piecemeal advice/ engagements are not useful and hence we do not indulge in that.  One night stands don't excite us!

We have serviced hundreds of clients from across the age, income spectrum and from a variety of personal situations and backgrounds. An overwhelming majority of our clients are salaried working professionals or others who have their own practice. We do our best work for such clients. We help our clients to completely outsource their financial worries to us so that they can focus on their personal & professional side of life. We play the role of CFOs to our clients.

We are CFOs to our clients. We deliver clarity & peace of mind.