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