We offer variety of Customized and Personalized Services based on your requirements to help you lead a life free from financial worries.
This is our Flagship Service in which detailed financial plan is created , it starts from understanding your current financial situation and requirements in our introduction call – Gathering and Reviewing your Financial Data – Doing Risk Assessment – Health Check up of your current Portfolio – identification and quantification of goals – Insurance Management – creating a initial blue print of your plan – Pre Plan Call – Creation of the full holistic Plan – Post Plan Call – Retainer Service for the whole year which involves constant reviews of the plan and my availability to support and guide you in your financial concerns.
We conduct our flagship program called “Saksham” to help people in managing their finances and also how to safeguard themselves from Financial products miselling.
We have clients from all over the world ,..Majorly from USA , Europe , Dubai.
- Creation of Fully consolidated Financial Plan
- Portfolio Health Check up of your Finances
- Quality of your Financial Goals
- Inflation Protected your Goals and Finances
- Risk Profiling
- Product Research and Recommendation
- Insurance Management and calculation of HLV (Human Live Value)
- Recommendation of the Direct Platform form where you will save commissions
- Taxation Consultancy
To begin with, fees are NOT based on your net worth or income. It rather depends on the depth of the above service required by you, starting from 25,000 INR Annually (Inclusive of taxes)
“Free” Advice is more Expensive than “Fee” Advice, Clients should be rest assured that advice which is given to them is unbiased , Fiduciary standard , transparent , SEBI Compliant , Free from any Hidden charges or commissions and backed by decades of Investing and Financial planning Experience of Gursimran Singh
Contact us for no-obligation introduction with Gursimran Singh to learn how you will benefit from our services.
We are not involved in financial product sales and are not affiliated with any financial institution. When investing in the products and solutions we recommend, you will be directly buying the financial products from companies thus saving your money which gets wasted in paying commissions.
We only act as your Wealth Advisor and our association is only with you.
Knowledge Sharing and Enhancing
Wealth coaching with Haas School of Business Students – University of Berkely
Morgan Stanley Wealth MasterClass
With Financial Planners Association of San Francisco
WeWork Personal Finance Workshop – California