Targeted, à la carte engagements for a specific financial question — no retainer required.
Our Focused Advisory services are standalone, fixed-scope engagements — each one addresses a specific financial question in depth and delivers a written report plus an advisory call. No ongoing retainer needed. Each service is priced at a flat fee of ₹7,500.
While each engagement is focused on a single question, the rigour behind it is no different from our comprehensive planning process. We still evaluate your risk profile and conduct a full suitability assessment before arriving at any recommendation — because every answer we give must fit within your broader financial picture.
Your retirement plan was built for normal conditions. We test it against the ones that actually derail retirements — market crashes, inflation shocks, and living longer than expected. We model three scenarios and deliver a clear verdict on whether your plan holds up.
You've been investing for years — but do you know what you actually own? We look inside every fund and stock you hold, uncovering hidden overlap, cost drag, concentration risk, and misalignment with your goals that your statements never show you.
Most Indians are simultaneously over-insured in the wrong products and dangerously under-protected in the right ones. We audit every policy you hold — life, health, term — and tell you exactly where you're exposed and where you're wasting money.
You've received financial advice and something feels off — or you simply want to be sure before acting on it. Get an independent, SEBI-registered review of any recommendation before you commit to it. Our review has no financial stake in what you decide.
Not sure which service fits you? Schedule a complimentary call and we'll help you find the right fit — no commitment required.
Schedule a Meeting →