Services
Investment Management
From wealth growth to retirement, we provide personalized guidance to help you manage risk and build long-term financial confidence.
Retirement Planning
From wealth growth to retirement, we provide personalized guidance to help you manage risk and build long-term financial confidence.
Debt Management
From wealth growth to retirement, we provide personalized guidance to help you manage risk and build long-term financial confidence.
Tax Optimization
From wealth growth to retirement, we provide personalized guidance to help you manage risk and build long-term financial confidence.
Our Pricing
Transparent, Value-Driven Pricing
No commissions. No hidden fees. Just clear pricing for exceptional financial guidance.
All plans include our fiduciary commitment and transparent, fee-only structure.
Foundation
Perfect for getting started with professional financial guidance
₹2,000
/One-time
One Financial Consultation session
Basic financial assessment
Fiduciary advice on investment product being asked to purchase by any sales-person (insurance, banking, mutual fund etc)
Goal-setting and priority analysis
Debt reduction strategy
Financial returns mathematics
Wealth Builder
Perfect for professional financial guidance with certified financial plan
₹15,000
/Annual
Three Financial Consultation session
Comprehensive financial assessment
Goal-setting and priority analysis
Debt reduction strategy
Financial returns mathematics
Budget and cash flow optimization
Basic investment recommendation with tax planning
Written financial plan
Complementary semi-annual financial plan review
Free Quarterly financial webinar
Legacy
Perfect for stress-free professional financial guidance for life-time
₹70,000
/One-time
Three Financial Consultation session annually
Comprehensive financial assessment
Goal-setting and priority analysis
Debt reduction strategy
Financial returns mathematics
Budget and cash flow optimization
Investment recommendations with tax planning
Written financial plan
Semi-annually financial plan review
Detailed insurance planning
Holistic retirement planning
Guidance on estate planning
Free Monthly financial webinar
build a secure financial future
Get clear, personalized guidance to help you grow, protect, and plan your wealth at every stage of life.
why choose us
Ex-Bank Branch Head, now CFP-qualified coach helping clients with Fiduciary Principal.
I'm not a content-creator-turned-coach. I'm CFP-qualified, SEBI RIA-eligible, and I spent 13 years watching real people succeed and fail with money from inside a bank. I know exactly where the cracks are — because I used to see them close-up, every single day.
The world of bank relationship managers, insurance agents, and FIRE influencers who push products or numbers to hit their own targets or add revenue, not because it's genuinely right for the client, I am the coach who walked away from a stable, senior branch position in government bank specifically to escape that enemy — and now I rescue people from being sold to, and give them advice built purely on their own best interest.
Certified Financial Planner
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