financialconsulting.in
Retirement Planning
Custom retirement paths for professionals and small business owners wanting clarity on savings, income, and lifestyle goals.
Details →Traditional Financial Consulting
Clarity in Your Finances, Legally
Personalized investment, retirement, and tax planning for Indian individuals and small businesses—face-to-face or virtual—through SEBI-aligned firms that charge only for advice, never for product sales.
What we do
See all →
Tax Planning
Proactive tax strategy to reduce liability legally under Indian law—no last-minute panic, just smart, year-round planning.
Details →
Investment Advice
Personalized investment choices for Indian markets—simple, low-cost, and aligned with your goals and comfort with risk.
Details →
Emergency Fund Setup
A tailored safety net in liquid, accessible instruments to cover income loss without touching long-term investments.
Details →
Insurance Review
A health check of your coverage—term, health, and critical illness—so you’re protected without overspending on low-value policies.
Details →
SME Financial Strategy
Cash flow, profit resilience, and owner compensation planning for small Indian businesses seeking stability and growth.
Details →How it works
Initial Contact
You share your broad need via email or call—we respond within 24 hours with next steps.
Discovery Call
A 30-minute conversation to clarify your goals, timeline, and what a solution would look like.
Custom Proposal
You receive a clear, no-pressure outline of scope, approach, and estimated effort.
Plan Delivery
Once you confirm, we build your plan and walk through it with a follow-up discussion.
Clarity over complexity
We explain things plainly—no jargon, just what matters to your life and business.
Your goals, our focus
We adapt to your priorities—not push a pre-set agenda or product.
Trust built slowly
We earn your confidence through consistency, transparency, and long-term support.
About
We are a boutique financial consulting practice registered under SEBI guidelines, committed to transparent, fee-for-service advice. Our consultants bring experience from banks, asset management firms, and regulatory environments—structured to serve Indian clients under local law, not templates or algorithms.
Fee-Only Model
We charge for time and expertise—no commissions, no product push.
SEBI-Aligned Practice
Advisors operate within regulatory boundaries, with registered NRI-compliant processes.
Personalized Planning
Strategies built for your life stage, goals, and risk comfort—not one-size-fits-all.
Services
We help Indian households and small enterprises navigate complex financial decisions with advice that holds up under scrutiny—and life changes.
- 01
Investment Planning
Construct diversified portfolios using equities, mutual funds, PPF, EPF, and NPS—aligned with your time horizon.
- 02
Retirement Roadmaps
Forecast income needs, estimate corpus, and build a withdrawal strategy that lasts.
- 03
Tax Optimization
Legally reduce liability across sections 80C, 80D, 24, and more—within current law.
Process
Our process is structured, clear, and respectful of your time—no hidden stages, no upselling pressure.
01
Discovery Call
A brief, no-obligation conversation to understand your goals and assess fit.
02
Proposal
A written plan outlining scope, fees, and timeline—before any commitment.
03
Execution Support
Ongoing guidance as you implement decisions—via video, phone, or in-person.
Team
Our team includes certified financial planners and former banking professionals—each registered with SEBI, carrying valid license numbers, and bound by fiduciary duty.
- CertificationsCFP, RERA, and NISM-certified advisors across Delhi, Mumbai, and Chennai.
- ExperiencePortfolio management, and tax advisory.
- RegistrationAll advisors listed on SEBI’s IAR database with active registrations.
Testimonials
Clients speak of calm, confidence, and clarity—after years of conflicting advice or confusion.
Clearer Thinking
Finally understood what my mutual fund portfolio was really doing—no jargon, just sense.
Peace of Mind
Retirement planning felt impossible until a single meeting made it doable.
Confidence in Decisions
Knew every tax-saving move was legal—not just clever—before acting.
Get in touch
Questions or ideas about financialconsulting.in? Send a note and we will get back to you.
For acquisition, partnership or investment inquiries about financialconsulting.in, use this form.