most googled questions

Sir Winston Churchill said, "He who fails to plan is planning to fail." Financial Planning helps you to achieve your goals confidently. It allows you to plan for emergencies, the "What if" situation and your life's most important goals. A well-directed & planned investment helps you achieve much more with the same amount of money.

On the contrary, the rich & wealthy have enough money to achieve their financial goals and aspirations. It is more important for people who wish to accomplish a lot with little money.

It's quite simple. We have a trained team of wealth specialists who first spend time understanding your goals, your priorities, your finances and your personal situations. Upon understanding your exact situation, the team of financial planners customize a personal financial plan for you. The personal plan also has an implementation road map that picks the best-suited investments that will help you achieve your financial goals confidently and also protect you from life's uncertainties.

No, Financial Planning is an ongoing exercise, it gets revised based on the changing life situations, lifestyles and life milestones. We do quarterly interactions to review your plan and your life situations.

We monitor your progress and conduct quarterly reviews. We make appropriate changes to ensure that you remain on track to achieve your lifetime financial goals.

No, the wealth specialist speaks with each client, either over a phone or over a video call, depending on mutual time availability.

The physical model is expensive and works well for very high-value customers only. Over the years, the revenue has declined considerably. The virtual model ensures that we remain viable and, at the same time, offer ethical solutions. Two of our core values are Client Centricity and Ethicality.

We have a well-defined process for Financial Planning and Investment Planning. A structured approach enables us to seamlessly manage a large set of clients globally.

We have taken multiple steps to ensure that your data, transactions, and money are safe. The website is https:// - the "s" after http signifies "Safety", this is given to websites that have SSL Certification. We have 128-bit encryption. The SSL certification ensures that the transaction file is transferred to the registrar in an encrypted form. We follow a two-Factor Authentication approach for login and transactions. Each transaction is concluded after you submit the OTP generated to your registered mobile number only. Further, the data is stored in the cloud database platform with multiple security levels. The safety measures are similar to that of a bank.