Service Details

SEBI COMPLIANCE AND COMMITMENTS

No Advice or Fees Until Agreement: Per Regulation 19(1)(d), no advice is provided or fees charged until the client signs the agreement and receives a copy.
No Fund or Securities Management: I do not manage funds or securities—only advisory fees are charged.
Fee Limits: All service packages are designed to fully comply with SEBI-prescribed limits for fixed and AUA-based fees.

GENERAL PROCESS FOR ALL PLANS

All plans follow these steps to ensure a consistent and transparent experience:

Initial Consultation: Define your needs and the scope of the service.
Onboarding: Sign the agreement, complete KYC, and pay fees.
Information Gathering: Provide necessary financial details and complete the risk profile.
Analysis: Receive a customized financial strategy tailored to your goals.
Consultation: Refine the strategy through discussion and feedback.
Follow-Up: Clients implement the recommendations based on the strategy provided.
Ongoing Support: As defined in the respective service package.

SERVICE PLANS:

1. Ploutos Plan (Hourly Consultancy)

Service Overview: Provides personalized, on-demand financial consultancy on an hourly basis to address specific needs.
Suitability: Ideal for clients seeking quick, targeted advice without long-term commitment.
Fees: ₹4,000 per hour.
Estimated Delivery Time: 1-2 weeks
Ongoing Support: Available at the same hourly rate for additional consultations.

2. Athena Strategic Plan (Fixed Fee)

Service Overview: A comprehensive, year-long engagement focused on building a solid financial strategy for clients with AUA up to ₹2 Crores.
Suitability: Best for clients looking for complete financial planning and strategy.
Fees: ₹40,000 per year
Estimated Delivery Time: 2-3 weeks
Ongoing Support: Includes 1 hour per quarter for ongoing advice and adjustments.

3. Zeus Shield Plan (Percentage of AUA)

Service Overview: A comprehensive, year-long engagement focused on providing tailored financial planning and strategic advice for clients with AUA above ₹2 Crores.
Suitability: Ideal for clients with substantial assets who require detailed, long-term financial planning and continuous advisory support.
Fees: 0.20% of AUA per year.
Estimated Delivery Time: 2-4 weeks.
Ongoing Support: Includes 1 hour per month for strategy updates and progress assessments.

4. Financial Awareness

Service Overview: Interactive workshops and campaigns designed to promote financial literacy among corporates, students, and community organizations.
Suitability: Perfect for corporates, educational institutions, or NGOs looking to boost financial knowledge among employees, students, or community members.
Fees: ₹10,000 for up to 20 participants
Estimated Delivery Time: 1-2 weeks