Email : contactus@azadonline.com

Contact : (Delhi) +91 124 652 2923+91 124 652 2923 / (Mumbai) +91 22 6060 2923+91 22 6060 2923

What Azad means to me:

CEO, Rajiv Jamkhedkar speaks

The 7 Step Azad Model

How it works
Immersion

The Azad Coach & Expert (ACE) does a complete assessment of your current financial status.

An ACE (Azad Coach & Expert) closely engages with you to understand all aspects of your life – your priorities, goals, responsibilities, earnings, savings, risk appetite and more. We do a complete assessment of your current financial status.

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Goal Planning

The ACE helps quantify your life goals and plots a timeline for each one of them.

The ACE helps you quantify your life goals – determining how much money you need to achieve each of these, and plots an achievement timeline against each one of them.

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Personalised Azad Plan

The ACE draws up a tailor made financial plan aligned to your goals.

Once your life goals have been quantified, the ACE draws up a tailor-made financial plan that is aligned to these goals.

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Action Mode

The Azad Money Management Programme helps you every step of the way, towards your goal.

Every small action takes you closer to your destination. And Azad helps you every little step of the way!

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Real-time Alignment To Your Life Stages

We prepare plans, refresh them to align them with your personal and market circumstances.

At Azad, we prepare for ‘what if” scenarios, chalk out back-up plans, refresh existing plans or make an entirely new plan, so that they align with your personal & market circumstances. We review them once every quarter.

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Hand-holding

We work with you to ensure that your Azad plan is executed well, getting you closer to your goal.

Once we’ve agreed on your Azad Plan, we will then work with you to ensure that it is executed well, towards reaching your life goals. All through your journey, we work with you to ensure that your Azad plan is executed well, getting you closer to your life goal.

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Goal Tracking

We measure your plan every quarter and measure the progress made.

We don’t make a great plan and just leave it to work. We review your plan once in 3 months to ensure that you are on track and measure the progress you’ve made.

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The Azad Money Management Programme - Benefits at a glance
Azad Services
Azad Essential
  • 360 degree assessment
  • Goals Planning
  • Customised Azad plan
  • Azad Coach – quarterly reviews, course correction/plan refresh
  • Online Dashboard – to track your progress against plan

Annual Fee, No Commissions.

Rs.33,075 + Tax as applicable.
Azad Plus
  • 360 degree assessment
  • Goals Planning
  • Customised Azad plan
  • Senior and dedicated Azad Coach – quarterly reviews, course correction/plan refresh
  • Online Dashboard – to track your progress against plan
    • Home delivery and pick up service for documents, cheques, etc. help with filling up documents and submission.
    • Paperwork & submission - direct investments in MFs
    • Paperwork & submission - KYC/ address/ contact updation
    • Paperwork & submission - existing portfolio realignment
    • Bank related- updating passbooks, KYC
    • Paperwork - opening NPS, PPF, Sukanya Samriddhi etc accounts will be taken care of
    • CIBIL score - improvement in the score
    • Income Tax filing - through CA, free of cost
    • Will writing
    • Meetings at your convenient location- instead of AZAD office

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Annual Fee, No Commissions.

Rs.46,305 + Tax as applicable.
The Azad Leadership

Rajiv Jamkhedkar

The Azad Money Management Programme and its proprietary 7-Step Azad Model is the brainchild of Rajiv Jamkhedkar... Know more Connect

Chaitali Dutta

Chaitali is passionate about helping families take the right decisions that will propel them towards financial wellness... Know more Connect

Rajesh Iyer

Rajesh Iyer is the Chief Business Officer for Serengeti Ventures Pvt Ltd which owns and runs The Azad Money... Know more Connect

Testimonials from

Clients

  • Gaurav Machalla Senior Specialist – Sun Life Financial

    "It's been a magnificent year with the AZAD programme. It is smart to take professional help to sort out your finances. Just like we go to a doctor for health advise, it is smart to take help of a Certified Financial Planner as they are professionally qualified to help you.”

  • Shayne Singh Chief Operating Officer, NDTV Worldwide

    “I was very happy with the systematic way in which the financial planner from Serengeti Ventures went about taking a snapshot of our finances and then came up with a time-bound investment plan, that took care of all our short and long-term financial goals.”

  • Awadhesh Katiyar Analyst – BA Continuum India

    My expenses were more than earnings, we were hardly saving but after joining Azad program, I started saving more than before and thinking about earlier retirement. Thanks to Rajiv and Tania.

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Azad in News
  • Financial FreedomMarch 8, 2017

    Sometimes we underestimate risk, and pay a heavy price

    Understand risk and take proper steps to avoid financial distress in your life.

    People crave ‘financial security’. The term can mean different things to different people but essentially we understand this intuitively. It is the first step towards ‘financial well-being’.

    What people underestimate all the time are the factors that can cause the status of a family to change from being financially secure to being in financial distress. Such disaster scenarios can occur in any family. Yet, our perception of these risks is such that we think the chances of such events happening...

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  • Money Management April 26, 2017

    Get off the high-income treadmill and create some wealth

    If a more expensive lifestyle consumes all of your higher income, in the long term, you will miss out on creating wealth

    I have met countless smart, highly educated and hard-working professionals who believe in a myth: If I work hard, earn a higher salary (or a promotion), then I am on the path to becoming wealthy. If you are one of those who believe this statement, read on.

    The fact is that most people keep running on a treadmill of more work, faster career growth and higher salary. All of these may be desirable but may not necessarily create the life...

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