Money is an entirely personal matter. That’s why it’s important to get to know you first, and then your finances. This approach is the foundation which paves the road for your journey towards financial freedom. All through this journey, we are with you every step of the way - coaching and advising you on what works best for you. We create a unique, personalised plan that suits your individual needs, financial circumstances and life aspirations. Getting you to your ultimate destination – financial freedom – is our only motivation.
As a starting point, we first engage with you to understand what your life choices would be, if your expenses and financial liabilities are taken care of, and you are not constrained by money. Having understood what your larger life goals are, we help you transform each one of them to a financial goal, by ascribing a financial value and setting timelines for every one of them. This is where you eventually want to reach.
After a thorough analysis of your finances and an understanding of your goals and needs, we develop a plan that is custom-made to help you achieve your life goals. The money management plan is structured across 3 levels:
A key aspect of the Azad Programme is to track goals and the progress achieved against each of these goals. That is why we say, we walk the journey with you and guide, coach and even change course, where necessary, to help you progress from one goal to another. We cover the following in this phase -
Annual Fee, No Commissions.Rs.33,075 + Tax as applicable.
More +Less -
Annual Fee, No Commissions.Rs.46,305 + Tax as applicable.
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