financialconsulting.inQuestions and answers
Do you give specific stock or fund recommendations?
We focus on strategy and structure—like asset allocation and fund selection criteria—not stock-level tips. Our advice is holistic and aligned with SEBI regulations.
Is this only for high-net-worth people?
No—we work with middle-income professionals and small business owners who want disciplined, personalized planning without the minimums of big firms.
Can you help if I’m not in a metro city?
Yes—we serve clients across India via virtual meetings and secure document sharing. Proximity doesn’t affect the quality of advice you receive.
How do you charge for these services?
Fees are clearly outlined upfront—either fixed for a defined scope or tied to assets under care. We never hide charges or tie them to product sales.
Do you file my tax returns or handle my investments?
We provide planning and guidance, not execution services like filing ITRs or executing trades. We can recommend trusted partners if you need help with that.