Financial Planning Consultation
Total: ₹8,000 — split into two steps
Initial Assessment
₹2,000
A comprehensive first session to understand your current financial situation, goals, risk appetite, and timeline. We analyze your income, expenses, existing investments, and liabilities.
100% refundable if not satisfied
Book Your First SessionComprehensive Financial Plan
₹6,000
Two follow-up meetings where we deliver your personalized financial plan. Includes detailed investment strategy, insurance review, tax planning, and a roadmap to achieve your goals.
Payable only after you decide to continue from the initial assessment.
Complete Your PlanInvestment Management
Active after completing Tier 1
Once your financial plan is in place, we help you transition to active investment management through the NJ Wealth platform. Your ₹8,000 consultation fee converts into an investment, giving you a head start.
This tier includes ongoing portfolio management, regular reviews, rebalancing, and market-responsive adjustments to keep your wealth growing on track.
Details shared during your consultation sessions.
Product-Based Business
Coming Soon
An exclusive opportunity for clients who want to build an additional income stream. Details are available upon request during your consultation.
Book a Consultation to Learn More