Fee Only Financial Planning
Tailored Financial Plan in 2 Weeks for just ₹15,000/Yr.
Retirement / F.I.R.E Plan
Our retirement / F.I.R.E. (Financial Independence, Retire Early) plan includes a personalized roadmap to achieve your retirement or F.I.R.E goals.
Read more →
Goal-based Plan
Our goal-based financial plan offers a personalized roadmap to achieve your life goals other than retirement / F.I.R.E. goals like buying a home or funding education.
Read more →
Investment Plan
Our comprehensive investment plan includes tailored portfolio design, specific investment advice, and detailed monthly and lump-sum allocations to achieve your short-, medium-, and long-term goals.
Read more →
Insurance Plan
Our insurance plan includes a review of your existing life, health, and personal accident policies, with recommendations to ensure adequate coverage, fill gaps, and align with your financial goals.
Read more →
Tax Plan
Our tax plan covers review of existing tax saving strategy including investments and insurance plans with recommendation to ensure liquidity while optimizing tax saving.
Read more →
Risk Profiling
Through our risk profiling process we assesses your financial tolerance, investment goals, and time horizon, that balance risk and reward for optimal financial planning.
Read more →
Tailored Financial Advice At a Price You Can Afford!
Speak to SahajMoney® advisor today to achieve your financial goals with confidence.