Question 1

What is the Financial Advisory service?

Accepted Answer

Think of it like your family doctor or a lawyer on retainer or even your CA. A SEBI registered Financial Advisor as your go-to all year round for advice on any & all a aspects of your personal finances. No exclusions.

For an annual retainer fee of INR 30000/- / $1000 pa we will be available for unlimited consults for advice ranging from investments to insurance, cashflows to tax, equities to gold, financial legalities to goal planning etc & answers to absolutely any queries you may have about anything about your finances including stock market equity or mutual-fund portfolios.

No holds barred. If we know it we will advice on it. If we don't know it we will come back to you on it with advice.

Read more here : https://www.ashoonya.in/advisory-services

Question 2

How do I know if the Financial Advisory service is right for me?

Accepted Answer

It is a right-fit for you if you are :

- A DIY Investor who is already investing
 
- A hands-on personal finance enthusiast

- Anyone who has had fair experience in managing their own money & just needs an able Financial Advisor as an ally

- Someone looking for financial advice only from SEBI Registered Investment Advisors (RIA) who as certified by SEBI are the only registered certified advisors in India allowed to provide personal finance advice

- Someone who would like human intervention over & above & alongwith AI/LLM when it comes to financial advice.

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Frequently Asked Questions-FAQ

What is the Financial Advisory service?

How do I know if the Financial Advisory service is right for me?