Services

Tailored wealth playbooks built for Indian professionals

Every engagement starts with a structured discovery process where your income, goals, timelines, and documents are organised clearly. Saloni focuses on helping you understand your financial landscape with transparent processes and easy-to-follow systems—without giving any investment advice or fund recommendations.

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Research-driven equity plays

Curated baskets, quarterly rebalances, and concentrated conviction ideas.

Tax-aware cash flow planning

Section 80C optimisation, ESOP strategies, and milestone-based cash flow maps.

Quarterly milestone reviews

Consistent check-ins to keep you anchored and adjust for life events.

Blueprint Snapshot

45-60 days

• Discovery call → mapping income, investments, and liabilities
• Alignment workshop → understanding your goal priorities & risk comfort
• Portfolio overview → general understanding of asset types and tax timelines (no fund-level advice)
• Execution roadmap → documentation, reminders, and review calendar

Outcome

A clear, organised financial overview covering how to track, protect, and plan your money—without any product tips or investment guidance.

Capabilities

Built as modular stacks that plug into your life plan

Pick a standalone engagement or combine stacks to create a comprehensive playbook that balances return, risk, and tax efficiency.

Free Demat Account Setup

Open your Angel One Demat account anywhere in India with guided onboarding, KYC support, and instant activation updates.

• End-to-end assistance from application to first login
• Explanation of Angel One dashboards and statements
• Dedicated help for troubleshooting and reactivation

Mutual Funds Made Simple

Understand how to explore mutual fund options inside Angel One while we work toward full certification for personalised advisory.

• Walkthrough of SIPs, lump sum flows, and reports
• Checklist of documents and timelines to track
• Awareness sessions—no stock or fund tips provided

SIP Guidance & Monitoring

Learn how to start, pause, or modify SIPs within the app with reminders, goal tracking, and clarity on each step.

• Step-by-step SIP initiation support
• Monthly reminders to review contributions
• Transparent communication on benefits and risks

Insurance Solutions

Choose the right protection stack—life, health, vehicle, and general insurance—with guidance on coverage that fits your needs.

• Comparison of policy types and premium ranges
• Claim assistance and renewal reminders
• Integration with overall financial goals

Process

Experience a guided, transparent financial organisation journey

Each phase is collaborative and documented so you stay in control while keeping your finances structured and easy to track — without any investment advice or product recommendations.

Discovery & Alignment

We help you map and organise your financial details through structured conversations and clear documentation.

• Income, assets, and liabilities overview
• Goal timelines and priority mapping
• Basic risk-comfort and liquidity understanding

Blueprint & Execution

A systematic framework to organise your documents, track key dates, and understand various financial processes.

• General awareness of asset types and common investment concepts (no fund-level guidance)
• Cashflow calendars, tax timelines, and contingency preparedness
• Documentation, reminders, and app-navigation support

Review & Organise

Regular check-ins to ensure your information, timelines, and documents remain updated and easy to manage.

• Quarterly organisation reviews
• Basic awareness discussions during market changes (no advice)
• Annual document update & goal alignment review

Next step

Let’s build a wealth journey with clarity

Share your current financial details, upcoming milestones, and long-term goals. Saloni will organise everything into a simple readiness checklist before your call — without any investment advice or product suggestions.

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