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Yes, completely. Our first consultation is a no-obligation, 30-minute conversation to understand your financial situation and goals. There's no pressure to commit — we want you to feel comfortable before we work together.

For the initial consultation, no documents are required. Just come with your financial goals and any questions in mind. If you decide to proceed, we'll guide you through the exact documents needed for your specific needs (PAN, Aadhaar, bank statements, existing portfolio statements etc.).

Absolutely. We serve clients across India and internationally (NRIs) via video calls (Zoom, Google Meet) and phone. Many of our long-term clients have never met us in person — the advisory process works seamlessly online.

There's no minimum for financial planning consultations or SIP-based mutual fund investments — we welcome investors of all sizes. For PMS the regulatory minimum is ₹50 lakhs, and for AIF it's ₹1 crore, as mandated by SEBI.

We are fully transparent about our fee structure. We receive trail commissions from AMFI-registered product manufacturers for mutual fund distribution. For PMS and advisory services, we charge a transparent advisory fee. All fee structures are disclosed upfront — before any investment is made.

Yes. We serve NRI clients across the globe — UAE, UK, USA, Singapore, Australia and more. We guide NRIs through NRE/NRO account structures, FEMA compliance, repatriation rules, and optimal investment strategies for Indian markets.

At a minimum, you'll receive a quarterly portfolio review with a detailed report and a personal discussion. Beyond that, your dedicated advisor is accessible via phone, WhatsApp, and email during business hours. We also send monthly market updates and curated insights.