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Srinivas BSrinivas B
03:33 22 Dec 22
Mr. Abhishek is very knowledgeable financial planning advisor. I really appreciate his suggestions or inputs towards my financial planning including kids education, insurance and retirement goals. Thank you for your wonderful support Abhishek.
bipin georgebipin george
06:19 05 Dec 22
Had a nice experience interacting with Abhishek.For me it was important that advisor doesn't rush through things and abhishek made it very comfortable giving ample amount of time with loads of patience.The final advice document is also very crisp, to the point, easy to follow and executeBIPIN
Karthik SiddavaramKarthik Siddavaram
07:40 22 Jul 22
Abhishek helped us in building a practical financial plan customized to our requirements. His action plan is clear and provides a disciplined approach to achieve our financial goals.He has a clear and simple process to get started on a financial planning journey.
Anmol SharmaAnmol Sharma
08:56 13 Jul 22
Started working on my financial goals with the help of Abhishek couple of months back and got so much clarity after every step of the process. Quite polite and always prompt on the queries been asked. Looking forward to move ahead on the path suggest with the continued guidance from him. Thank you
Bhavana JayanthBhavana Jayanth
14:29 20 Jun 22
Have been a customer for over a year now. Mr Abhishek helped us come up with a financial plan that we are confident with and continuously helps us make adjustments based on changes to personal plans. No vested interests and can be trusted (as actual investments are done by us), very prompt responses to any queries and helps with advice in this turbulent market!
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What is in it for me?

Unbiased(No Commission)

Lifelong saving

Simple

Easy to implement

Personal

No Robo Advisory

Financial Planning

SahajMoney® offers fee-only financial planning for just 15,000 ₹. 

Introduce

Discuss your requirement and clear queries with us.

Onboard

Sign agreement, share KYC (Know Your Client) documents and pay fees.

Collect

Submit risk profile questionnaire and share essential data with us. 

Analyse

Discuss risk profile and analysis and provide approval to prepare plan.

Discuss

Receive plan in 1 to 2 weeks. Review and discuss the plan with us.

Implement

Finally, you implement the plan and sync up to review the progress with us.

Business Hours

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

10:58 pm
October 3, 2024
Mon 08:00 AM - 08:00 PM
Tue 08:00 AM - 08:00 PM
Wed 08:00 AM - 08:00 PM
Thu 08:00 AM - 08:00 PM
Fri 08:00 AM - 04:00 PM
Sat 08:00 AM - 04:00 PM
Sun Closed

We are unavailable.