Comprehensive Financial Advisory Service Packages
Ideal For
- Mid-career professionals, dual income
- Multiple goals running simultaneously
Financial Planning
- Money Autobiography & Personality Check
- Comprehensive Financial Plan with Cash Flows
- Goal-based Planning & Prioritisation
- Insurance Needs Planning & Review
- Global Asset Allocation
Implementation Guidance
- Direct Mutual Fund Implementation Support
- Asset Allocation & Portfolio Rebalancing
- Review of Existing Portfolio & Insurance
- Excel Execution Tracker
Advisor Access
- Dedicated Team Advisor
- Email, Scheduled Calls & WhatsApp Access
- Major Decision Check-ins
Reviews & Reporting
- Quarterly Structured Reviews
- Financial Health Report
- Access to WhatsApp Community
Behavioural Coaching (Any One - Semi-Annual)
- Money Belief
- Overcome Financial Fear
- Money Values Clarification
- Financial Regret Review
- Overcoming Scarcity Mindset
Ideal For
- Senior executives, NRIs, business owners
- Estate, succession, or exit planning needs
Financial Planning
- Couple's Money Session by Vivek
- Comprehensive Financial Plan with Cash Flows & Two Scenarios
- Real Estate Optimization / Feasibility
- NRI RNOR Remittance & Transition Strategy
- UCITS ETFs / GIFT City Strategy
- Planning Return to India within 5–10 Years
Implementation Guidance
- Direct Mutual Fund Implementation Support
- Asset Allocation & Portfolio Rebalancing
- RSUs / ESPPs / ESOPs Compensation Reallocation
- Master Document for Family
- Trusted Network of CAs, CPAs & Estate Planners
Advisor Access
- Senior Dedicated Advisor
- Priority Video, Email & WhatsApp Access
- Unlimited Between-Meeting Support
- Family & Next-Generation Meetings
Reviews & Reporting
- Quarterly Structured Reviews
- Annual Comprehensive Wealth Report
- Access to WhatsApp Community & LMS
Behavioural Coaching (Every Quarter)
- Money Belief
- Overcome Financial Fear
- Money Values Clarification
- Financial Regret Review
- Overcoming Scarcity Mindset
- Planning for Legacy and More
