Portfolio Review
Maximize returns by identifying opportunities and eliminating underperformers in your existing investment portfolio.
Written portfolio health report with grading
Overlap & redundancy analysis
Underperformer identification + exit strategy
Revised asset allocation recommendation
Rebalancing execution plan
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Financial Freedom Plan
Achieve true wealth and lifestyle independence through a structured, personalised roadmap designed for the long term.
Net worth statement & financial snapshot
Freedom corpus target calculation
5-year milestone roadmap
Monthly surplus deployment strategy
Annual progress review call
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Investment Plan
Strategic planning for long-term growth with diversified allocation across equity, debt, and alternative assets.
Risk profile assessment report
Asset allocation strategy (equity, debt, alternatives)
Recommended fund & instrument shortlist
SIP schedule with staggering plan
Quarterly rebalancing alerts
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Retirement Plan
Robust retirement corpus strategies that ensure lasting peace of mind and financial independence through your golden years.
Retirement corpus requirement calculation
Income gap & inflation analysis
SIP / lump sum accumulation plan
SWP drawdown strategy post-retirement
Annual review call + rebalancing alerts
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Child Education Plan
Ensure quality education for your children without financial burden — start early, stay invested, and let compounding do the work.
Inflation-adjusted corpus target
Timeline-based investment schedule
Instrument selection (SSY, ELSS, MF)
Mid-course review trigger points
Final-year liquidity exit plan
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Future Wedding Plan for Child
Create memorable celebrations without compromising your family's long-term financial stability and goals.
Corpus target with inflation adjustment
Dedicated investment bucket strategy
Low-to-moderate risk instrument shortlist
Milestone review schedule
Final-year liquidity transition plan
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Home Purchase Plan
Turn homeownership dreams into reality with structured savings, down payment planning, and smart EMI optimisation.
Down payment corpus calculation
Savings-to-down payment timeline
EMI affordability analysis
Rent vs. buy financial comparison
Pre-purchase investment liquidation plan
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Tax Planning
Year-round strategic tax solutions — legally save more, stay fully compliant, and retain a larger share of what you earn.
Old vs. new tax regime comparison
80C / 80D / 80CCD optimisation plan
LTCG / STCG harvesting strategy
HRA, NPS & deduction maximisation checklist
Year-end advance tax review
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Stock Market Education
Learn to invest and trade smartly — structured workshops, fundamental analysis techniques, and mentorship from experts.
Personalised learning roadmap
Fundamental & technical analysis sessions (3)
Curated research resource library
Live portfolio case study walkthroughs
30-day post-training Q&A support
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ESOP & Equity Advisory
Expert guidance on when to exercise options, manage RSU taxation, handle concentration risk, and stay FATCA compliant — tailored for tech professionals with Indian or US stock grants.
Vesting & exercise window analysis
RSU / ESOP tax liability calculation
Concentration risk assessment
Diversification plan post-exercise
FATCA / foreign asset compliance checklist
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FI/RE Planning
Build your path to Financial Independence and Early Retirement — personalised corpus planning, SWP modelling, and India-adapted FI/RE strategy to retire confidently on your own terms.
FI number calculation (India-adapted)
Safe withdrawal rate modelling
SWP structure for post-FI income
Sequence-of-returns risk scenario analysis
Annual FI corpus progress tracker
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Women's Financial Plan
Financial planning built around the reality of working women — career break investing, joint asset management, return-to-work financial resets, and long-term wealth building with expert guidance.
Career break financial impact assessment
Investment plan for the break period
Joint asset strategy & independence blueprint
Return-to-work financial reset roadmap
Long-term wealth milestone plan
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Corporate Wellness Programme
Structured financial wellness workshops for your workforce — help employees build retirement readiness, cut unnecessary tax leakage, and start investing smarter, delivered as a premium HR benefit.
Customised 90-minute financial wellness workshop
Employee retirement readiness scorecard
Tax-saving strategies guide for salaried employees
Investment basics toolkit — SIPs, asset allocation & goal mapping
Post-workshop Q&A and employee helpdesk session
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NRI Advisory
India-rooted, globally aware — fee-only, commission-free financial advisory covering DTAA planning, NRE/NRO optimisation, PIS equity investments, repatriation, India property, and succession planning for NRIs worldwide.
DTAA relief mapping (India-US, UK, UAE & more)
NRE/NRO account structure & FEMA compliance review
India investment plan via NRI-compliant channels
Repatriation strategy & tax optimisation
Succession planning for multi-country assets
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Investments are subject to market risks. Please read all scheme-related documents carefully before investing.
