The advisor is happy to work with you if you

• Have patience in reaching your financial goals comfortably
• Believe in asset allocation and structured approach to wealth creation through financial planning
• Prefer regular review of your financial plan once in a year

You may not appreciate the advisor's services

• If you have no financial goals
• If you need complex solutions, special products
• If you are looking for direct equity advisory
• If you want to discuss each event happening in financial world
• If you want to generate superlative returns and focused on portfolio performance than financial goals
• If you have adequate knowledge and time to manage your personal finance