I've been dealing with Abhishek for about 2 years now and definitely recommend him. He took over a mismanaged SIP, and my funds have been doing good ever since. He's knowledgeable, takes the effort to understand our goals, keeps it simple and is proactive.
Detailed Financial data, Goals and Risks analysis to educate, and implement the plan.
Learn about Abhishek as he understands your financial goals. This meeting is a trust exercise and sets the tone for the rest of the relationship. Use this time to ask Abhishek anything you need to. By the end of this meeting, Abhishek summarizes and confirms actions and next steps.
Based on the discovery meeting and his well-rounded financial planning expertise, Abhishek puts together a holistic, customized personal financial plan for you. The more detail you dive into in the discovery meeting, the tighter this plan is.
This normally takes place within 10 days of the initial conversation. Abhishek will present various solutions and explain the different products that will best help you meet your goals. It’s important to ask questions, understand the plan, and feel comfortable with it.
Once you have signed up, you will meet regularly. Most people prefer to do this quarterly to review numbers, investment opportunities and even run financial decisions by Abhishek. Every six months the portfolio is reviewed to make sure your investments are working for you.
Practical, unbiased advice for every stage of your life to serve ONLY your goals.
Our comprehensive Financial planning helps you achieve a hassle-free retirement goal using a well optimized financial roadmap.
No matter if you are a business or an individual, our Investment advisory capabilities reflects in our work of Investment research, Portfolio Management, and Asset management.
Your estate plan may bring in new avenues of financial opportunities. Allow us to ensure you never lose out on them.
Whether you are a beginner or an experienced in ETF, we tell you how to make ETFs the perfect platform for you to achieve financial freedom.
We ensure that you don’t miss out on the sustainable investing factors while facilitating their incorporation in your financial planning process.
Determine your retirement income, without compromising on your lifestyle and priorities. We ensure your long-term goals are fulfilled with the best financial planning services.
Real-life, practical information on all things regarding financial freedom.