How we work
Our Process
1
When you are ready
2
2 weeks
3
6 months
4
Book a Free Discovery Call
- Share a few basics about your finances and what you want help with.
- A 15 to 30 minute call with advisor to understand your needs and check we are the right fit.
- No fee and no obligation.
Sign up and share your details
- Sign the advisory agreement by Aadhaar e-sign, complete KYC and pay the ₹15,000 fee (including GST).
- Fill in the financial questionnaire: income, expenses, assets, loans, insurance and goals.
- Complete the risk-profile questionnaire.
Receive and discuss your plan
- Your written plan (PDF): cash flow, net worth, insurance gaps, emergency fund, goal calculations and asset allocation, with an action list.
- A video meeting to walk you through the plan.
- Share questions by email; we reply within 2 to 3 business day.
Review at 6 months, renew at 1 year
- A review of your progress and portfolio, with rebalancing recommendations if needed.
- Email support continues until the end of your 12-month engagement.
- Renew for ₹7,500 a year, including GST, if you want ongoing reviews; renewal is optional.
Tailored Financial Advice At a Price You Can Afford!
Speak to SahajMoney® advisor today to achieve your financial goals with confidence.