Question 1

What do you typically cover in a 1st consult? (Personal finances)

Accepted Answer

Anything related to your personal finances that you would like to discuss. No-holds barred. With actionable advice. You ask. We answer. 
A proprietary financial well-being (FWB) check that we run-on your numbers. 
A brief on how to start planning your finances basis where you're at now & what may be best suited to you & your finances as of now. 
Addressing whether you need to work with a Financial Advisor at all right now & if you do then what level of guidance/involvement you actually need-Advice/Planning/Management or just the basics.
Lastly whether we are a good fit as Client-Advisor.

Question 2

What is the fee for a consult? (Personal finances)

Accepted Answer

INR 2499 /$60 per consult of duration 60 minutes.

If you take up any annual service this consult fee is adjusted there.

However, our 1st consults rarely last just 60 mins. These usually go on longer. Much longer. It's just the nature of how we approach client personal finances.

Question 3

How can I schedule a consult?

Accepted Answer

WhatsApp these details to us on 75074 79706 :

Name
City/Country
E-mail
Preferred day/date/time
How you got to know of us?
Consult for personal finances or business?
Top 3 pain points with your personal finances or business?

Or schedule on our website by clicking on the 'Schedule consult' tab.

Question 4

What do you typically cover in a 1st consult? (Business consult)

Accepted Answer

This one is for micro-entrepreneurs or small businesses & even aspiring entrepreneurs.

From breaking down your business model to strategising your business operations. 
Ideating a new business idea or conceptualising an existing one. 
Structuring your business finances or laying the foundation for your business plan.

Freewheeling everything business. No-holds barred. Actionable advice. No time-limit.

Question 5

What is the consult fee? (Business consult)

Accepted Answer

INR 3999/- / $100 for a 60-min consult.

Disclaimer : 60 mins may not be enough & we don't discuss business by the watch.

Question 6

Who will I be consulting with?

Accepted Answer

You'll be consulting with :

Our founder Rahul Kalra who is a CFA, SEBI RIA (& half a CA 😆) & has over 2 decades of investing &  money-management experience. He has a unique perspective when it comes to money & businesses and can find objectivity & clarity no matter how chaotic your finances/business or how coloured your perspective might be.

Rahul does all premium & business consults.

OR

Sangeethasruthi Sundararaman our co-founder. She is an Economist, holds a CFA Charter, is an AMFI Certified Investment Advisor & IRDAI Certified Insurance Advisor with 12 years of experience in the personal financial planning space.

She thrives unbuilding wealth for clients & is a subject matter expert on economics, insurance, tax, derivatives & financial legality.

Sangeethasruthi does all starter & standard consults.

Read more about them here : https://www.ashoonya.in/meet-our-team

Question 7

Why don't you offer a free 1st consult like most others?

Accepted Answer

Our 1st consult is effectively free.

Consult fee is INR 2499/- for a 60 minute consult
 
But if you choose to take up a service with us, we adjust the consult fee in the service fee.

However, please note that we do not offer free 1st consults which essentially masquerade as sales pitches. We'd rather dive right into your personal finances & explore solutions right away instead of selling you a service of ours. This also reflects in our 1st consults rarely being time-bound.

And, if we did free consults how would you understand & practice the timeless financial principle of Price vs Value.

ashoonya

Shoonya is Zero | Ashoonya is Infinite

Frequently Asked Questions-FAQ