On its most fundamental level, Planning acts to eliminate your financial fear: what would happen if you become unemployed, become disabled, or passed away?

Planning can’t prevent those things from happening, but it can, within certain tolerances, prevent them from turning into financial disasters.

On the upside, I think planning gives you the best possible chance to grow and protect your earnings and assets so that you can live, as nearly as possible, financially worry-free. And so that you can do the things you want for the people you care about & achieving your goals.

We are doing financial planning & managing investments from a decade but I am not sure I know what “best” means. And I don’t know that “best” is a true test of planning.

I don’t ask my doctor if he’s the “best” at anything. I ask if he can cure me. If I recover, then the doctor was well suited to my needs.

I think same thing applies with financial planning. My basic conviction is that any good plan from an experienced planner that you actually put into effect is better than all the plans that you don’t.

People feel that financial planning is about writing a financial plan, when actually financial plan is just the beginning of financial planning. An excellent analogy for this can be the difference between a wedding (event) and a marriage (life long journey).

Life is dynamic, investment world is dynamic - so financial plan can't be static.

We are following Virtual advice model from day one.

Last year report from global consulting powerhouse McKinsey identified 'Virtual Advice' as the future of Financial Advisory.

Virtual advice should not be confused with a "high-end call center” or "robo". The three core features that define the virtual Financial Planner are:

1. Dedicated advice at a distance i.e. centralized hubs from which high-caliber advisors deliver a high level of personal service.
2. Central locations from which advisors interact with clients via phone, video chat and e-mail.
3. Seamless digital fulfillment with nearly all transactions completed digitally and seamlessly.

Great that you are taking responsibility of your finances – this will help you in collaborating with us better.

You may be surprised but even after more than 15 Years experience in the personal finance Industry I have a Financial Planner. Why? Because even I want to have a third person, who without involving EMOTIONS, can look at my financial situation and make suggestions. Even I am advisor to couple of CAs & Financial Planners.

Financial Planner's biggest role is to stand between YOU & THE BIG MISTAKE.

Mutual Fund is a good way to invest your money for long term but it's a small part of the broad services that we provide.

​If you think bank's relationship manager can be a trusted advisor - I will suggest you to search "how banks mis-sell in India" on google. Whether you work with us or not - I will suggest you to hire an ethical & efficient planner who can understand your needs better & guide you towards your goals. Be frank - excessive trust on bankers hurt clients.

Bw I don't know if any bank provides quality "Financial Planning" Service.

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We firmly believe the value you receive from our services is much greater than the fee. But in a rare case if you are unsatisfied with our financial planning process you get your 100% money back.

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