Fee-Only Financial Planner in India: ₹15,000 Fixed Fee
Fixed fee
No product sales
SEBI RIA since 2017
Fixed fee
No product sales
SEBI RIA since 2017
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What is a fee-only financial planner?
How fee-only advice differs from commission-based advice, and why it matters to you.
What does financial planning cost?
What financial planners in India charge, and what you get for the fee.
Who is Abhishek Kumar?
SahajMoney's founder: background, credentials and media coverage.
What does a finished plan look like?
Click through the eight sections of a SahajMoney financial plan with an illustrative family.
Who we plan for
NRIs
NRE and NRO money, Indian mutual funds, repatriation and returning to India.
Early retirees
The corpus you need, inflation, health cover and withdrawals for retiring in your 40s or 50s.
IT professionals
RSUs and ESOPs, a layoff buffer, EPF across job changes and insurance.
We also plan for salaried couples and families, government and PSU employees, self-employed professionals, and people approaching or already in retirement. All guides →
Feeling lost with your finances?
Can I retire early?
How do I fund my dream trips?
Do I have adequate insurance?
Am I overpaying on taxes?
Relax, we have got you covered!
₹15,000 fee for the first year. ₹7,500 renewal fee for next year. Both include GST.
Fixed Fee Support
A plan walk-through, a review at 6 months and 12 months of email support.
Half-yearly Check-Ins
Track your progress and adjust plan for any life changes.
Tailored Financial Plan
Retirement, goals, investments, insurance, tax, risk profiling, and portfolio review..
Relax, we have got you covered!
₹15,000 fee for the first year. ₹7,500 renewal fee for next year. Both include GST.
Why Choose Us
SEBI Registered
SEBI RIA: INA100008045. Registered since 2017, with regulatory disclosures and complaint records published transparently.
Fee-Only Model
Fixed-fee advice. No product sales. No commissions. Your investments stay under your control.
Comprehensive Planning
Our holistic approach covers investments, insurance, tax, and retirement.
SEBI RIA Since 2017
Providing fixed-fee, commission-free financial advice as a SEBI Registered Investment Adviser since 2017.
Step 01
Book a free discovery meeting
- Go through FAQ videos and schedule a meeting.
- Discuss process with our advisor and clear doubts.
Step 02
Complete onboarding and share details
- Sign contract, share documents and make payment.
- Provide your financial details and share risk preference.
- Advisor prepares and shares initial analysis for approval.
Step 03
Discuss plan and receive support
- Review, discuss and approve analysis.
- Your advisor prepares and shares the plan.
- Discuss financial plan and review it every 6 months.
Get Your Sample Financial Plan!
Discover how we streamline your financial planning.
Discover how we streamline your financial planning.