Price List
Annual Retainer Option
$2,000 annual
($1,500 for 1st year)
($1,000 for Friends and Family)
Hourly Consulting Option - for first one year only
$200/hour
($100/hour for Friends and Family)
Disclaimer: Consulting services are provided based on best effort basis. We work hard to maintain our reputation as most customer centric advisor. We do not sell any financial products like Insurance, Annuity, bond etc, and we do not receive any commission from any company that sells any financial product. We provide personal advisory based on assessing the situation of individuals. Our advice does not guarantee any return. By requesting our advisory service you indemnify us from any loss that may occur as result of following our advice.
About Us
A Proven Approach
We start with analyzing your current portfolio and your goals. Then we recommend a strategy designed to meet your risk tolerance. After initial consultation we provide periodic review and adjustment to strategy based on changing market situation of economy, and life situation of the client.
Our Team
Manager
Mukul Kumar
Contact Us
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Hours
By appointment
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