Frequently Asked Questions

An RIA is a professional registered with the Securities and Exchange Board of India to provide financial advice. Unlike agents or distributors, we are strictly regulated and held to a fiduciary standard, meaning your interests must always come first.
"Free" advice is usually paid for by hidden commissions from products (like Mutual Funds or Insurance). Fee-only advisors have no "quota" to meet. You pay for expertise and unbiased strategy, not a sales pitch.
Transparency is vital. You can verify my registration details on the SEBI official website under the 'Investment Advisers' section using my registration number: .
No. As a comprehensive advisor, I look at your entire financial ecosystem—including Direct Equities, Fixed Income, Insurance, Real Estate, and Tax-saving instruments.

This is a 30-minute introductory session to understand your current situation, your future goals, and to see if my expertise aligns with your needs. There is no fee for this initial talk.
Once all data is provided, a comprehensive plan typically takes 2 to 3 weeks to draft, review, and finalize together.
Not necessarily. We review your current portfolio first. We only suggest changes if your existing assets are underperforming, high-cost, or unaligned with your goals.
As an RIA, I provide the "Advice." You can execute the trades yourself, or I can guide you through the process on your preferred platform to ensure accuracy and cost-efficiency.