Face time with a CFA Charterholder
One hour on Zoom with our founder. Bring your goals and your questions. Feel free to ask anything.
A private session to look at your situation with a professional's eye.
1-1 sessions open soonOne private session.
One hour, face to face with our founder, a CFA Charterholder.
One hour on Zoom with our founder. Bring your goals and your questions. Feel free to ask anything.
Afterwards, a short note of what we discussed, so you don't have to remember it all.
Not just “what”, but why. We explain the thinking step by step, so you understand it.
A short form: your goals, your time horizon and the general types of investments you hold.
₹3,000 through Razorpay. We never see your card or UPI PIN.
Pick a slot that suits you. Times are shown in IST.
You get the link by email. You can reschedule once if you need to.
1-1 sessions open soon. Leave your details and we'll email you when they do. Nothing to pay now.
We'll email you when 1-1 sessions open.
Step 1 of 4. After this you'll pay securely, then choose a time.
The next step is payment. We'll email you the payment and booking links.
You can reschedule once, at least 24 hours before the session, using the link in your booking email.
Payments are non-refundable. You can reschedule once instead. See our refund and cancellation policy.
Your goals, roughly when you'll need the money, and the general types of investments you hold. Never share account numbers, ID numbers, passwords or OTPs.