1 hr
One meeting within one month
Consulting by Our Financial Expert

Consultation fee :


About This Course

This is Consultation Session.
  • Complete understanding of person’s income, wealth, and liabilities.
  • Review and identification of investment and savings needs.
  • Identification of insurance needs.
  • Creation of a goal-based investment model.
  • No recommendation of specific products, only asset allocation.
Session Details:
  • Duration: 1 hour.
  • Format: Online or in-office with a trainer. (Not by Nikhil Gopalakrishnan)
After Payment:
  • A Data Sheet will be sent via email.
  • Data Sheet must be filled and returned.
  • No study materials are provided.
Scheduling and Refunds:
  • The financial planning session may take time to finalize the scheduled date.
  • No refunds are available.

We will have an hour long session (online/offline) and our expert will be facilitating this session

What you can expect from this session:

  • A high level execution plan to achieve your goals based on your current financial status.
  • A one-hour long discussion with our trainer post which you can either invest with us or do it yourself.
  • Execution plan would include the asset allocation but not the schemes to which you can invest in as it could change from time to time.

In order to prepare a complete plan, please fill the attached MT- Datasheet – COMPLETE FINANCIAL CHECK UP SESSION document and submit the same to us for this discussion at the earliest.

Also note, this data will be kept confidential with our team.

After receiving this data sheet, our team will schedule an online session with you at your convenient time.