Support

Frequently asked questions

General

Yes, entirely free and with no obligation to proceed afterward.

Yes — all our services, including NRI advisory, are delivered remotely across India and internationally via call and video.

Through your client dashboard after logging in — all statements, KYC documents and reports are stored there.

Investment

No separate advisory fee under our standard distribution model.

Yes, this is a common and often recommended combination for tax-efficient retirement planning.

At minimum every six months, or sooner if there's a material change in performance or your goals.

Insurance

Family floater usually suits younger families; individual cover often suits older members or those with health conditions.

Yes — term insurance covers death from any cause but typically not disability, which personal accident cover fills.

Tax & Compliance

It depends on your deductions; we compute both and file whichever results in lower tax for you.

Late fees and interest apply, and it can affect your GST compliance rating — we track every deadline to prevent this.

LLPs suit simpler compliance needs; Private Limited suits businesses planning to raise equity funding later.

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