Is the initial consultation really free?

Yes, absolutely. Our first consultation is complimentary with no obligations. We believe in earning your trust before you commit.

What is the minimum investment amount?

For mutual funds, there's no minimum. SIFs start at ₹10L, PMS at ₹50L, and AIFs at ₹1Cr. We'll guide you to the right product.

Can NRIs consult with you?

Yes! We specialize in NRI advisory with FEMA-compliant solutions. Video consultations available worldwide.

How quickly will I hear back?

We respond to all inquiries within 24 hours. For urgent matters, call us directly at +91 90329 99466.

Let's Build Your Wealth Roadmap

Book a complimentary, no-obligation consultation with our advisory team. We'll assess your portfolio, identify gaps, and create a roadmap tailored to your goals.

How Can We Help You?

Portfolio Review

\u2192Free assessment of current holdings
\u2192Gap analysis & rebalancing suggestions
\u2192Risk-return optimization

New Investments

\u2192SIF, PMS, AIF guidance
\u2192Mutual fund selection
\u2192Pre-IPO opportunities

NRI Advisory

\u2192FEMA-compliant investing
\u2192NRE/NRO account guidance
\u2192Repatriation planning

Wealth Planning

\u2192Retirement corpus building
\u2192Children's education fund
\u2192Tax-efficient strategies

How It Works

Fill out the form or call us

Takes less than 2 minutes

We schedule a consultation

At your convenience — call or video

Personalized wealth roadmap

Tailored to your goals & risk profile

Ongoing advisory & reviews

Quarterly monitoring & rebalancing

Get in Touch

Working Hours

Mon - Sat: 9:00 AM - 6:00 PM

Frequently Asked Questions

Start Your Wealth Journey Today

Fill out the form and our advisory team will reach out within 24 hours to schedule your complimentary consultation.

What you'll get

Free portfolio health check
Personalized investment roadmap
Tax-efficient strategies
Direct access to Kiran Dutta
No obligations — ever

Prefer a Quick Chat?

WhatsApp Us +91 90329 99466

Book Your Free Consultation

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