It is evident that investing is a process of controlling your behavior and managing the risk than chasing the returns. Every day, you spend around 8 to 10 hours to earn money.Do you spend even 1% of the same time trying to find the best way to utilize this? While it is important to spend time trying to earn more money, it is also important for you to spend time to figure out the right way your money is invested with a proper financial planning.
We have Fiduciary responsibility under SEBI RIA Regulations. Hence, we put our clients’ interests ahead of everything else.
Trust, Ethics and Integrity are the foundations of our client engagement.
Our module is to simplify your financial life. We follow the simplistic approach of awakening a financial planner inside you by guiding you on how to control your behavior and manage the risk.
We are not affiliated (directly and indirectly) with any Mutual Fund Companies, Insurance Companies or sell you any products. We practice the fee-only financial planning module, where our approach revolves around you.
We are not here to SELL any product.
We provide you an unbiased investment advisory, in the form of Fee-Only Financial Planning service.
In order to promote transparency and simplifying the tax return filing process, CBDT amended Form 26AS. The new Form 26AS is an Annual Information Statement
SEBI requires RIA’s to disclose the compliant status on the homepage
At Beginning Of The Month
Recieved During The Month
Resolved During The Month
Pending at end of the Month
Reasons for any pendency : n/a
As of zero cases up to 31st October 2021