Frequently Asked Questions

I have no money to invest right now. Will you help?

Yes, please book a counselling session. I will help you figure out how to set aside funds from your earnings to invest.

We help you put together a business plan and a financial plan for your business.

I help with real estate advisory services, to guide you with the correct real estate investment decisions.

We advise on Insurance, Fixed Deposits, EPF, PPF, Bonds, Equities, Mutual Funds, Real Estate and, Gold. Our aim is to guide you at a Strategic level across all investment products based on your needs.

Yes, let us get some friends together and do a financial education session. Alternately, we could schedule an exclusive training session online.

A lot of schemes are available through government and financial institutes. We handhold you to approach them and put together your pitch.

Advisory fees depend on the services required by the client. There is a one-time Planning Fee and a retainer fee that is applicable.

No. The money is available when you need it.

First, I help you assess the current financial requirement and your current situation. Then I create an investment plan for you. Investments are done based on this plan. You can fill up the form on the homepage if you are ready to start.

RIA Code INA200009582

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