How We Work

Initial Information Collection: We begin by sharing a risk profiling Google Form and a structured financial information template to understand your needs and service requirements.
Financial Disclosure & KYC: You provide details of income, assets, liabilities, goals, insurance and PAN for KYC, all of which are handled with strict confidentiality.
Data Review & Analysis: We collate, verify and review the information for accuracy and completeness before initiating the life planning exercise.
Life Plan Drafting: Using reasonable assumptions for inflation, taxes and returns, we prepare your personalized financial life plan, which you may review or override.
Review & Finalization: We share the draft plan, incorporate your feedback over one or two iterations, and finalize a clear, actionable life plan for you.