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Category: Role of an Advisor

Ready for Retirement?

August 20, 2026August 26, 2026 Kavita Devi

Dear All , Where Are You on Your Retirement Journey?( For Age 45 to 60 ) Retirement planning is not simply about building a large corpus. It is about creating financial confidence for the life you want to Read More …

Behavioral in investments, Investment planning, Life Planning, Money and Emotions, Retirement Planning, Role of an Advisor

Three Paths to Wealth Creation

July 3, 2025November 10, 2025 Kavita Devi

Three Paths to Wealth Creation There are three broad paths through which people create wealth: A) Extraordinary Wealth Creators – These are individuals with deep knowledge, strong conviction, and the ability to take concentrated bets. Think of legendary investors like Read More …

Behavioral in investments, Financial Planning, Role of an AdvisorLeave a comment

Why do advisors matter in your Money Life ?

July 31, 2023October 24, 2024 Kavita Devi

Why do advisors matter in your Money Life ? The value of a good advisor greatly exceeds what he/she costs. Save – Your time, Your efforts and Your worry. Prevent – You from making typical behavioral mistakes Help – You Read More …

Role of an AdvisorLeave a comment

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We Listen: Discovery Stage

This is a part of our first meeting wherein we discover one’s basic lifestyle and future goals, based on which further probable steps to achieve the goals are discussed.

Everyone has their own way to lead their life and thus everyone’s spending and saving pattern is unique. Money spending and saving behaviour of every person is a culmination of their age, upbringing, family background, place, culture, education and surrounding and past experiences.

Our listening process includes a questionnaire, through which we try to understand the following things-

1) Risk appetite – Understanding of one’s financial as well as behavioural aspects

2) Family’s expectations from Money – based on individual’s past experiences.

3) Financial strengths, Opportunities and threats.

No fees would be charged for this meeting.

We Plan: Enriching Lives

If you decide to opt for our financial planning services, we start off with a formal initiation letter to be signed along with collecting basic client data like your Income, Spending, Assets, Savings and Borrowings.

We guide you in finalizing and prioritizing your financial aspirations and prepare a net worth statement accordingly.

We guide you in maintaining Emergency Fund, managing Risk, planning the required amount of Insurance, managing loans and debt, provide planning for Retirement, Investments, Tax and Estate and other suggestions.

Through a financial plan, you get an idea so as to what amount you require to achieve financial freedom and independency so that you do not overly depend on your primary source of income.

One gets an idea about how much to run and where to draw a line and stop.

Finally, through financial planning we guide you in managing your Money, Risk ,Time and Taxes so that enough wealth may be Generated, Protected and Enjoyed forever..

We Built: Wealth Creation

In this third step –
Our focus is on execution and review of your spending plans.

A plan without action remains just a wish. So, to give meaning to your plan we stand by you to implement it.

After implementation we chart out asset allocation strategy and review that time to time.

We believe Financial planning isn’t a onetime process, it is a lifelong process.

Your only role is to understand your spending requirements clearly and in a disciplinary manner invest your savings and patiently watch them grow.

Our role is to be hand holding with you in your money related queries.

We live in an uncertain world where we go through many changes in our lifestyle and prioritizing our goals is an important aspect of our life.

Therefore, reviewing financial plans is a significant process.

We shall yearly review your financial plans and would service you as and when required.