1:1 Consultation
A plan made for your life — not a template.
One focused session to bring clarity to your money: goals, portfolio, insurance gaps and next actions.
Discovery Call
FREE
15–20 minutes · Google Meet / phone
- Understand your goals & risk profile
- Quick health-check of current investments
- Roadmap for working together
Most popular
Goal Planning Session
₹499
45–60 minutes · video call
- Full goal mapping (retirement, education, home…)
- Custom SIP plan with exact amounts & step-ups
- Fund categories suited to each goal
- Term & health insurance gap check
- Written action summary on email
Portfolio Review
₹999
60–75 minutes · video call
- Deep-dive of existing funds & overlaps
- XIRR analysis of every investment
- Exit / switch / step-up recommendations
- Rebalancing plan for the next 12 months
- Follow-up doubt support on Telegram
Secure payments powered by Razorpay — UPI, cards, netbanking & wallets.
The process
How a session works
- Book & share basics — pick a plan, fill your details, pay securely via Razorpay.
- We meet on video — screen-share session where we walk through your numbers together.
- You get the plan — a written summary with exact fund categories, amounts and next steps.
- Invest with support — I help you set up SIPs paperlessly and stay available for reviews.