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Consultation

"Get a Detailed & Personalized Review of Your Investment Portfolio"

Mutual funds. Stocks. Insurance. Fixed income.
Let our experts review and align your investment strategies with your goals.

If you are not satisfied with the service, get a full refund within 48 hours.

How Does it Work?

01 Pay the Consultation Fee

Make the one-time payment of ₹15,000 to initiate your personalized financial review and consultation.

02 Book Your Session

Choose a time slot for a one-on-one session. You can choose to meet me in person or connect via phone/video call.

02 Book Your Session

03 Fill Out Required Details

You’ll have to fill out a short form and share a few documents that will help me understand:

Your financial goals
Your current investments (all assets, including stocks, mutual funds, insurance, etc)
Your savings, income, and potential for investment

04 In-Depth Portfolio Review

After understanding your financial profile, I analyze your investment portfolio to assess:

Quality of the stocks you’ve picked
Asset allocation
Portfolio diversification
Performance and suitability of mutual funds
Insurance and tax efficiency

04 In-Depth Portfolio Review

05 Create a Clear, Actionable Plan

After a detailed portfolio review, you will receive a custom report that includes:

Assets you should keep, change, or exit.
A new investment plan that properly aligns with your goals.
Asset and strategy suggestions based on your risk tolerance and other factors.

Note : In case you are holding more than 30 stocks, do let me know before making a payment.

Who Should Opt For It?

If you fit any of the following criteria, you must opt for this consultation:

A new investor confused about their mutual fund choices.
A person with complex finances, such as multiple incomes, various assets, and complex tax requirements.
An entrepreneur or busy professional with a large portfolio but no time to manage it
A retiree or NRI who wants a second opinion on their financial assets
An HNI seeking customized financial advice to achieve their long-term goals
Anyone looking to optimize their portfolio

This consultation service is basically for every investor and brings you personalized clarity and advice, which is 100% unbiased and focused on your goals.

Why Our Clients Trust Us?

Here’s why our consultation services are trusted by clients from all across the globe:

SEBI-registered financial advisory
Unbiased advice with no commission greed
100% Personalized Advice based on one’s individual goals
Over a decade of experience in financial advisory
Trusted by 1000+ Clients
Transparent fee structure with no hidden costs

What Happens After Payment?

As soon as you complete the payment, you will get an option to schedule your session at your convenience.
You receive a form, where you’ll have to enter some basic details.
After a detailed consultation, you receive a detailed review and investment plan within 3–5 working days.

Consultation

"Get a Detailed & Personalized Review of Your Investment Portfolio"

How Does it Work?

01

Pay the Consultation Fee

02