Wealth, with intention.

Our plans start at ₹25,000 a year (Foundation) and ₹60,000 a year (Complete Plan), with Family Office engagements priced on scope. GST at 18% is added to all fees, as required by law. You receive a GST invoice for every payment.

Only by you. We are fee-only: we don't accept commissions, trail fees or incentives from mutual funds, insurers or banks on advisory clients. That's why we recommend direct plans of mutual funds, which have lower expense ratios than regular plans.

No. We advise; you stay in control. You invest through your own platform or bank, and we help you implement each step. We'll never push a ULIP, endowment policy or new fund offer on you.

No minimum. Many clients start with a monthly SIP and a term plan. What matters is that you want a plan, not a product. Family Office engagements typically suit families with investable assets above ₹5 crore.

Yes, including clients in the UAE, Singapore, the UK and the USA. We plan across NRE, NRO and FCNR accounts, FEMA rules, DTAA and repatriation, and schedule calls to suit your time zone. Some fund houses restrict investments from US and Canada residents; we'll tell you what's available to you.

Yes. Every plan includes a side-by-side comparison using your actual salary, HRA, home loan interest and deductions under Sections 80C, 80D and 80CCD(1B), so you can tell your employer the right regime with confidence. For complex returns we work alongside your chartered accountant.

We process your data in line with India's Digital Personal Data Protection Act, 2023: only with your consent, only for the purpose you've agreed to, and never sold or shared for marketing. You can ask us to access, correct or erase your data at any time by writing to our Grievance Officer.

A relaxed 30-minute conversation with an adviser, by phone, video or in person at BKC. We'll ask about your family, goals and current investments, answer your questions honestly, and explain how we'd help. There is no obligation and no product pitch.