As you would know by now, I am a fee-only SEBI Registered Investment Adviser. Read my post on why I became a fee-only Investment Adviser / Financial Planner.
There are 2 broad services you can avail.
#1 Financial Planning and Investment advisory
By itself, money has no meaning unless it helps you achieve your goals and enables a fulfilled and meaningful life.
Financial Planning is an attempt to map your money and your life goals. By identifying what means the most to you, you can then take appropriate action steps to achieve your life goals, financially.
In this engagement, my focus will be to listen to you and understand what is it that you want to do with money.
This would lead to listing of your financial goals and setting priority.
Post that, we would analyse and see what is the best strategy to reach the identified goals including an asset allocation.
We will then go on to identify the most suitable investments to execute the investment strategy.
You would also understand how can you protect yourself and your dependents adequately.
This service also includes a review of any existing investments that you might have.
This is not just a number driven exercise. The foundation of this service are the conversations that we have. At the end of it, you will feel empowered and confident to achieve your goals.
#2 Portfolio Review and recommendations
This service is a subset of the Financial Planning service.
If you have an existing portfolio of mutual funds and other investments that you feel has overgrown in size and complexity and you are just not sure what you are holding, then we can work to sort the mess out and build a portfolio that is suitable to your risk profile and time horizon.
This service excludes any goal based planning. It is given that you already have a firm handle on that piece. All you need is to see that your investments are done right.
Each of the services is offered for a flat fee on an annual basis. You are free to ask as many questions as you would like.
Fees start at Rs. 25,000 and can change based on the effort and complexity involved.
To ask any questions about the services, drop in an email to email@example.com. It would be great to know something about you, your work and what are you looking for.
We can follow this up with a phone call.
In case you want to know, here’s more about me.