“If you fail to plan, you plan to fail

The basic objective of our work in to bring about financial transformation in the lives of our clients. Our motto is to help them achieve Financial Independance.

Our work philosophy as aptly articulated by “Nick Murray” in his book “The Number Game” is as follows:

  • To do Good
  • To do Well by doing Good
  • To be Happy doing Well by doing Good

We have TWO basic offerings delivered in two phases – Initial Phase (6 months) & Subsequent Annual Phases (12 months)

  1. Comprehensive Financial Planning
  2. Financial Management and Investment Advisory

Once a prospect sign up and becomes our client, we engage him for a 6 month long Initial Phase where we take him/her through a powerful process of Comprehensive Financial Planning. After 6 months client has the option of renewing with us for 12 month long Subsequent Phase of continuous Financial Management and Investment Advisory.

The details are as follows:

Comprehensive Financial Planning

The services include creation of Comprehensive Financial Plan. The focus is on improving knowledge of clients on various asset classes and the recommended best practices to be adopted while investing. Mutual Fund investing core of this service. More details on the right >>>

Creation of Financial Plan : A 25-30 pages of Pdf report consisting of: –

  • Easy to understand texts, graphs, and tables
  • Analysis & Recommendations on 5 components of Financial Planning
  • Projected cash flows for next few decades.
  • Goal-based Investment Strategy
  • Action Plan in short-run

Learning Sessions:

  • Understanding investment products
  • Understanding best practices

Unlimited Advice: 

    • Discussion on any topic related to personal finance
    • Answering queries from time to time

Post Planning Review:

  • Discussion on implementation of financial plan
  • Challenges if any & Support required on implementation

Construction of Mutual Fund Porfolio

  • Basis Risk Profile and Investment Horizon
  • Direct Plans only

Financial Templates: 3 financial templates are shared for DIY: –

  • Networth Template for regularly checking the financial health
  • Cash Flow Template to track financials
  • Budgeting Template to monitor and control expenses

Financial Management and Investment Advisory

This offer is only for those clients who have got their Financial Planning done and are needing support for implementing the financial plan. We handhold clients in their financial journey towards their Financial Wellbeing.

Financial Plan Tracking : Twice a Year

  • Updating and Reviewing Asset Allocation
  • Risk Profiling
  • Tracking Plan Implementation

Expense Budgeting and Monitoring

Real Time NetWorth Tracking

Investment Transactions 

  • Mutual Funds-Direct Plans
  • Quartely Portfolio Review
  • Other Assets

Learning Sessions-Asset Classes

Unlimited Advice

Support WILL Creation