Your Questions, Answered
Fees

How much fee do I pay for first year ?
How much renewal fee do I pay after first year?
Why do you keep fees affordable ?
Can I renew my engagement after a gap?
Is renewal mandatory or voluntary?
Are there any discounts available?
Why pay for service that I could get for free?
Can I still create my financial plan on my own?
Is the annual fee per person or per couple?
Is your annual fee truly this low?

Meeting

Who will be advising me during the engagement?
What languages are used for communication?
Can we meet in person?
What is your preferred method of communication?

Miscellaneous

Do you recommend investing through a platform?
Do you provide income tax filing services?
Do you provide services in my city or country of residence?
I'm convinced! How can I sign up?
What types of clients are not a good match for SahajMoney®?
Can I send you the documents related to my investments?
Can I speak with some of your clients to learn about your services?

Plan

How many times can I contact SahajMoney® after discussing the plan, considering the engagement is for 1 year?
How much time is taken to share Financial Plan ?
Do you offer direct equity or stock recommendations?
Do you provide advice on real estate?
Do you provide advice on gold or other commodities?
Do you advice on new or exotic products ?
What happens during the first year of engagement ?
Do you include product recommendations in the plan?
Will you review my existing portfolio as part of the planning process?
What does the renewal service include after the first year?
My finances are messed up. Where do I start?
Can I include my parents' savings in the same plan?
What if my life situation changes?
What happens after the financial plan is delivered?
Am I required to invest in the products you recommend?

About Us

Why SahajMoney® for Investment Advice ?
How long SahajMoney® has been in existence ?
Can you share some colour on your client base ?
What’s in it for me (WIIFM) ?
So how do I evaluate your service ?
Are you a robo-advisory service?

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