We are a boutique advisory firm specializing in personal finance. We offer advisory services to individuals who are salaried employees, professionals, pre-retirees, retirees and inheritors.

Connect with us if you are looking to:

Some questions that we help you answer:

    1. I don’t understand finance. Can someone explain things to me and help me sort things out?

    2. What is the right way to start deploying my income?

    3. Can I see my financial life in one simple document?

    4. Can I simplify my financial life?

    5. Can I be debt-free?

  • Do I repay my education loan or start investing right now?

  • I have so many people bringing financial products to me. How do I decide if it’s right for me?

  • I want to enjoy the good things in life, see the world. How do I plan the money part of it?

  • Am I doing enough to save taxes? Are my investments tax-efficient?

  • Will I be able to afford an International schooling for my child/children?

  • IF my child wants to study abroad, will I be able to afford it? What are the options available to me?

  • Should I buy a child insurance policy?

  • Should I pre-pay my home loan?

  • Should I buy another property?

  • What if I change my career and take up something I like, but pays less? How will it affect my goals?

  • I want to take a career break to bring up my child? Can I afford it financially?

  • Can I afford a sabbatical purely to rejuvenate my creativity?

  • I want to start my own business. How will it affect my personal finance?

  • Will I be able to live a financially independent life after retirement?

  • Will I be able to leave a legacy for my children?

  • What happens to my finances if I have a life threatening disease or I am disabled?

  • What if my parents need extended medical treatments? Am I prepared financially?

  • Can my family manage if I am no more?

  • Can I avoid financial difficulties for my family if I am no more?

  • Are all my papers in order? Will my family get their entitlements as I want after me?


Our belief:

We believe that money is a medium to achive freedom. Freedom to be able to live life the way we want without being bogged down by the tediousness of it all. A rich life means not only being rich money-wise, but also enjoying life in true sense. Being able to give time to yourself, your family and other things that matter to you. Good advice on money can be a nudge to leading a richer life.

Money discussions without linking them to the life that we want to live can be quite meaningless. These discussions might end up being a chase for the best returns, instead of being about following dreams. It can lead to a race to get more, stretch to endless limits and create plenty of problems in life. Money is the single biggest cause of anxiety in most people. It might affect everyone differently and each will respond differently to the call of money.

At each stage in life we are faced with different challenges and transitions which need decision making ragarding money. Each of these decsions can have an impact on our road to financial freedom. Infographic on Life Stage Challenges briefly describes the various challenges we may face at different points in life. These of course are just a few for a typical life. There can be many more variations of these which makes each one of us unique in terms of decsions we need to make. Good advice at these stages can change the course of our money life.

Recent Blog Posts

  • Budget and Your Money

    By Kiran Telang

    Most individuals look at the annual Union Budget from a point of view of exemptionsmore


    1. Not giving due importance to inflation risk

    If you think that Rs.1crore will suffice formore

Read All Blog Posts