Plans, not products.
A small, deliberate set of planning engagements — each with a transparent fee, agreed before we begin. No commissions, ever.
Financial Health Check
Indicative · Rs 6,000–9,000 one-off
A focused read on where you stand and the two or three things that matter most right now.
- Cash-flow & runway snapshot
- Debt & protection review
- Your three priority actions
- A short written summary
Comprehensive Plan
Indicative · Rs 18,000–30,000 one-off
A full written financial plan across every part of your money life, built around your real goals.
- Everything in the Health Check
- Goal & savings strategy (in Rs)
- Protection & contingency planning
- Property & house-build decisions
- A clear, sequenced action plan
Planning Partnership
Indicative · Rs 2,500–4,000 per quarter
For those who want a steady hand as life changes — the plan kept current, on a cadence.
- Scheduled plan reviews
- Decision support as life shifts
- Priorities re-sequenced each review
- A planner who knows your story
Fees shown are indicative and will be confirmed in writing before any engagement begins. Every fee is fixed and agreed up front — you will never be surprised by a bill, and we are never paid by anyone but you.
What we don't do.
We don't sell products
No policies, funds or structured notes. If a product genuinely fits your plan, we'll point you to it — and earn nothing from it.
We don't hold your money
We never take custody of your assets. Your money stays in your name, in your control, always.
We don't overstep our remit
Until our regulatory authorisation is in place, we provide financial planning — not regulated investment advice. We'll always be clear about the line.