Your Questions, Answered

Fees

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How much fee do I pay for first year ?

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How much renewal fee do I pay after first year?

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Why do you keep fees affordable ?

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Can I renew my engagement after a gap?

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Is renewal mandatory or voluntary?

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Are there any discounts available?

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Why pay for service that I could get for free?

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Can I still create my financial plan on my own?

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Is the annual fee per person or per couple?

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Is your annual fee truly this low?

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Meeting

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Who will be advising me during the engagement?

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What languages are used for communication?

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Can we meet in person?

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What is your preferred method of communication?

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Miscellaneous

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Do you recommend investing through a platform?

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Do you provide income tax filing services?

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Do you provide services in my city or country of residence?

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I'm convinced! How can I sign up?

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What types of clients are not a good match for SahajMoney®?

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Can I send you the documents related to my investments?

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Can I speak with some of your clients to learn about your services?

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Plan

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How many times can I contact SahajMoney® after discussing the plan, considering the engagement is for 1 year?

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How much time is taken to share Financial Plan ?

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Do you offer direct equity or stock recommendations?

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Do you provide advice on real estate?

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Do you provide advice on gold or other commodities?

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Do you advice on new or exotic products ?

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What happens during the first year of engagement ?

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Do you include product recommendations in the plan?

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Will you review my existing portfolio as part of the planning process?

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What does the renewal service include after the first year?

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My finances are messed up. Where do I start?

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Can I include my parents' savings in the same plan?

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What if my life situation changes?

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What happens after the financial plan is delivered?

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Am I required to invest in the products you recommend?

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About Us

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Why SahajMoney® for Investment Advice ?

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How long SahajMoney® has been in existence ?

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Can you share some colour on your client base ?

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What’s in it for me (WIIFM) ?

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So how do I evaluate your service ?

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Are you a robo-advisory service?

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Find the perfect financial solution for your needs.

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Tailored Financial Advice At a Price You Can Afford!

Speak to SahajMoney® advisor today to achieve your financial goals with confidence.