Faq’s
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Common Questions
Most Popular Questions
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A fee-only advisor charges a transparent fee for advice and does not earn commissions from products. This ensures unbiased, conflict-free recommendations focused entirely on your financial goals.
Banks and agents earn by selling products (Regular mutual funds, insurance, ULIPs), which creates conflicts of interest.
No. We provide advisory-only services.
You stay in full control of your accounts; we guide you on what to purchase, rebalance, or adjust.
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Yes. Direct plans have lower expense ratios, saving investors ₹5–7 lakhs over 10 years (for a ₹20 lakh investment). Even after paying our advisory fee, you build significantly higher long-term wealth.
There is no strict minimum.
Our plans start from ₹18,000/year, suitable for beginners as well as investors with portfolios of ₹50 lakhs and above.
We start with a free 30-minute consultation to understand your goals and portfolio.
If you choose to onboard, we complete risk profiling, create your financial plan (2–3 weeks), and present it through a 60–90 minute session.