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.
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.