My Approach, Fees & Financial Planning Process

Dedicated to providing unbiased, client focused and personalized services.

My Approach

I specialize in financial planning of:

-Resident Indians &

-NRIs (including USA & Canada) who are planning to return and have majority of their investments in India.

As a Financial Planner I offer following values to my clients:

A trusted partner who can help you in your financial journey
I strive to provide financial peace of mind by delivering simple and personalized solutions
l focus on making my clients financially aware and having right mindset as an investor because a successful financial plan is built on a foundation of increasing self knowledge & awareness,
To bring more clarity for their financial goals & situation; to help them achieve their financial dreams

Fees:

Fees totally depends on the service required and it differs from person to person depending on their needs. For standalone services like ‘Review My Plan’, insurance planning etc, the fees will be based on the extent of service.

A typical fee ranges between Rs. 12,000-Rs.15,000

The engagement begins after receiving the 100% fee in advance and remains valid for six months. I do not accept cash payment.

Process of Financial Planning

Step 1: Engagement letter & data collection

After you decide to take the service, a formal letter of engagement with all the terms and conditions will be mailed to you. After receiving the signed copy of the letter & fees, I will send you a data collection file.

Step 2: Analysis & risk profiling

The data like your income & expenses, assets & liabilities, financial goals, your challenges, risk profile etc. all will be evaluated and analyzed on the basis of inputs given in the data file.

Step 3: Develop & present a plan

Based on the data file and other inputs received during the discussion through email & calls, a personalized financial plan will be made and get delivered to you.

The given plan can be further revised and modified on your request.

A Few points to Note:

– All discussions/ communication with the client will be through email, audio and video calls only.

– The implementation of the financial plan and given recommendations is the sole responsibility of client.

– No Follow up with clients about execution of the plan.

– I am currently based in USA. In today’s online world, location won’t matter. From last 9+ years I am serving Resident Indians and NRI clients with various financial planning services through Fund-Matters.

Fund-Matters is an established & popular firm with an excellent track record for the client satisfaction.