STILL A DAY 1
Hello. We are a customer-centric financial planning firm, since 2012. We ensure our clients do not run out of money in retirement.
Our 'One thing' is customized Financial Planning for Executives.
We are based in Mumbai and work with awesome Indian families in India, Gulf, Singapore & the US.
We are different - with our unique R+P+O (Responsive + Proactive+ Ownership) formula to deeply engage & help you substantially improve your money life.
We are inspired by several thought leaders. For behavioral & practice management, we follow Nick Murray's philosophy. Shep Hyken reminds us to 'be amazing at customer service or go home'. Bob Burge taught us that Giving is good business. We are impressed with Roger Gibson's work on Asset Allocation.
What's 'the best & the most effective way' to make a plan and advise your wealth? We are still thinking & learning. But we have learned to avoid all the wrong ways! You will be amazed to see the mistakes that DIY investors make.
By the way - please allow us to say - in no uncertain terms, that the way you are selecting a financial planner to work with, we are also selecting the client families to work with.
We enjoy collaborating with families who sincerely wish to bring a meaningful change in their money life. With whom, we would mutually grow!
Rohit's corner is here. Want to say hi?