Appointment Procedure
MEETINGS BY APPOINTMENT ONLY.
Your Time is Valuable. So is Ours. Let’s Make it Count.
All our prospective clients need to get an appointment from us for Initial Discovery Meeting.
Initial Discovery Meetings are held via Whatsapp/Zoom/Google Meet.
IN-PERSON meeting facility is also available.
Initial Discovery Meeting focuses on you and your life. This discussion becomes the cornerstone of the deep client relationship we build with you. You share with us your values; goals; personal, professional and institutional relationships; assets; and interests. What does financial success look like to you? What resources do you have? What challenges do you face, etc. We then give our input on your financial situation and discuss what services we can offer you to help you make better financial decisions.
Meeting Charges
- WhatsApp: 10 mins call → $10
- WhatsApp: 20 mins call → $20
- In-Person Meeting (40 mins - at our office) → $50
It must be noted that these charges for Initial meeting and not for Financial Planning, Financial Consultancy, Wealth Management Advisory or any other professional service.
For Further Details Email us.
NOTE: All Existing Clients Can Avail 50% Discount On Meeting Charges.
Why We Charge For Meetings
Just as you wouldn't expect a Doctor to check your health without an Appointment Fee, your financial health also deserves the same respect. Appointments with us are like checkups for your wealth - booked in advance - because your money deserves professional care.
Doctors Heal the Body, We Heal Your Bank Balance. Both Require Trust, Time, Expertise & Professionalism.
We work with serious investors who want real results. To make sure our focus is on those committed to growing their wealth, we charge a commitment fee for initial strategy sessions. Just like a doctor’s consultation, this ensures our time is respected and our advice is valued.
Commitment Voucher
100% of your session fee will be issued as a voucher.
Voucher is valid for 30 days.
Redeemable against any of our services.
Meaning: your consultation is essentially free if you continue with us.
How to Book
- Email or whatsapp us to request an appointment.
- Make payment (bank deposit / interbank transfer).
- Share payment transfer screenshot for confirmation.
- Receive your appointment slot + voucher.
This process filters out non serious people and allows us to dedicate our time only to serious clients.