How do I sign up?

• Step 1: Pay a refundable token amount of Rs. 249/-
• Step 2: Book your discovery call with our team
• Step 3: Complete your onboarding or request refund of token

What is the discovery call about?

You will get an opportunity to talk 1-1 to our qualified advisor and understand how our financial planning service can benefit you. You can also ask any questions that you might have before opting for our financial planning service. This call also helps us decide if our service is a right fit for your needs or not.

Why do I need to pay the token amount?

We want to assure you our best assistance and we have limited slots with qualified advisors to help you make this decision. Small token amount ensures that only people serious about their financial planning book the slots. If you or we decide that our service is not the right fit for your needs, the token amount will be refunded after the call. Please check our refund policy also on the payment page.