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Questions and answers
Do you sell financial products or earn commissions?
We charge only for advisory services—no product sales, no commissions. Our fees are transparent and agreed upfront.
What documents do I need to share for a plan?
Recent salary slips, Form 16, investment statements, loan details, and insurance policy summaries help us start efficiently.
How often will my plan be reviewed?
We recommend annual reviews, with quarterly check-ins for high-activity goals like active investment rebalancing.
Can you help with filing taxes or speaking to the IT department?
We provide planning and preparation support; filing is done by you or your CA. We assist in case of notices or queries.
Do you serve clients outside my city?
Yes—we serve clients pan-India via secure video calls and encrypted document sharing.