Personal financial advisory services means looking at your personal income, potential savings, goals, risk profile and guiding you on how to make smarter investing decisions. We have been providing these services for 11 years.

There are 2 formats in which we provide these services:
(1) Financial Planning (Annual) - In this, we engage with you on an annual basis and handhold you all the way through to convert your earned and savings into investments that will help you achievable your goals. We make a comprehensive financial plan for you based on the inputs and also execute the same for you. We become your financial partners and guide you for any changes to be made in your investments based on changes in your personal finances or changes in market conditions.

(2) 1-2-1 Consultation (One-time) - In this, we have 1-2-1 consultation with you for an hour where we resolve your queries related to personal finance and guide you to set up your base plan to put your investments in order to achieve your goals. The call is followed by finalization over an email and if required another 15 minutes call to resolve any open queries. We expect you to execute the advise given here.

Please note - The CALL after filling this form is a FREE discovery CALL. Fees is chargeable only after mutual agreement on the same.

Our fees
(1) Our fees for Financial Planning (Annual) is based on your income, its nature, number of members, existing investments and other complications of your portfolio and starts at a pricing of INR 30,000 + GST per annum. You can read more about this at https://ria.wealthcafe.in/services/financialplanning/
(2) Our fees for 1-2-1 Consultation is fixed at INR 7,500 + GST.

Our approach:
(1) After you share this form, our team will get in touch with you and explain you the way forward.
(2) Once you are onboard, we shall share with you access to our Omnimax application that will help you collate all your financial details in a single place and becomes the basis of our advise.
(3) After going through the same:
For Financial Planning (Annual), we shall schedule a call for the way forward and inform you of the applicable fees for this engagement and start once we can signoff on the Engagement Letter.
For 1-2-1 Consultation (One-time), we shall share with you an agreement and the payment link for this service. Once you make the payment, we shall schedule the call and move forward.

You can ask us your questions at iplan@wealthcafe.in or WhatsApp us at +91 98886 03330.