Expertise you need, Honesty you deserve!

Services

Services we provide and the process we follow.

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What is in it for me?

Commission-free

Saves 1%* every year

Unbiased

Focuses on your interest

Personalized

Humane yet pragmatic

Financial Planning

SahajMoney™ offers flat fee-only comprehensive financial planning. 

Book An Appointment

Introduction

We discuss about our offerings to address your financial planning. 

Onboarding

We sign agreement ,conduct compliance check and collect fees.

Collection

We conduct risk profiling exercise and collect essential data. 

Analysis

We share and discuss risk profile along with draft analysis.

Develop

After its acceptance we share and discuss the financial plan.

Implement

Finally, you start implementing the plan.

Business Hours

While our office is located in Delhi but we are just one click away.

Book Appointment

10:45 am

September 30, 2022

Mon 07:30 AM - 06:30 PM

Tue 07:30 AM - 06:30 PM

Wed 07:30 AM - 06:30 PM

Thu 07:30 AM - 06:30 PM

Fri 07:30 AM - 06:30 PM

Sat 07:30 AM - 05:00 PM

Sun Closed

We are available.