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Questions and answers
Do you charge for the first discussion?
No—we keep the first conversation free and focused solely on understanding your needs before recommending anything.
How do you ensure your advice is compliant with Indian regulations?
We follow RBI, SEBI, and PFRDA guidelines directly and cross-check all recommendations against current circulars and circular updates.
Can you help if I already have a bank relationship?
Yes—we work with your existing bank, broking, or insurance providers and only suggest alternatives when it clearly adds value.
Do you handle digital or in-person meetings?
We offer both digital and in-person meetings—choose whichever suits your comfort and convenience.
How do you handle data privacy?
We use secure channels for sharing documents, never store sensitive files on cloud services, and delete them after completion—confirmed when you get in touch.