Financial Planning for NRIs
Fee-only planning for NRIs by a SEBI Registered Investment Adviser: NRE and NRO money, Indian mutual funds, repatriation, returning to India. ₹15,000/yr.
Fee-only financial planning · SEBI Registered Investment Adviser
Financial planning for your situation
The plan has the same eight sections for everyone. What goes into them differs with where you live, when you want to stop working and how you are paid. These guides cover the three situations we are asked about most.
Early Retirement Planning in India
Fee-only planning for retiring in your 40s or 50s by a SEBI Registered Investment Adviser: the corpus you need, inflation, health cover, withdrawals.
Financial Planning for IT Professionals
Fee-only planning for IT professionals by a SEBI Registered Investment Adviser: RSUs and ESOPs, a layoff buffer, EPF across job changes, insurance.
What the engagement includes
₹15,000 for the first year, including GST, per couple with dependent children and parents. Renewal is ₹7,500 a year, including GST.
- A free 30-minute discovery call, then a data sheet and risk-profile questionnaire.
- A written financial plan, usually within two weeks of the data being complete, walked through on a video call.
- A review after six months and email support for the whole 12 months.
- Advice only: you keep control of your accounts and investments. No commissions, no percentage of assets, no products sold.
- Not included: income-tax return filing, direct stock tips, cryptocurrency, PMS or other complex products, or holding your money.
See what a finished plan looks like · The plan and the fee in detail · All questions
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