Independent advice. Structured around your financial life.
Your financial decisions are interconnected. Your investments need to work alongside your goals, priorities, risk capacity, cash flows and time horizons. At Wealth Aligned Financial Advisory, we help bring structure to your finances and align your investments with what matters to you. We offer four core advisory services.
Comprehensive Financial Planning
Your entire financial life. One integrated strategy.
A comprehensive assessment of your financial position, goals, priorities and risks — translated into a clear and actionable financial roadmap.
What we cover
The objective is to ensure that your cash flows, protection, investments and long-term goals work together as one financial strategy.
This may be right for you if
You want to step back, understand your complete financial position and build a structured plan for the years ahead.
Investment Advisory
Align your investments. Give them structure.
Investing is not simply about selecting good products.
We align your investments with your goals, priorities, risk capacity, risk tolerance and investment horizons — helping you build a portfolio with purpose and structure.
What we cover
We focus on the structure of the portfolio as a whole, rather than individual products or short-term market performance.
This may be right for you if
You want ongoing professional investment advice to build, manage and evolve your investment portfolio in line with your financial objectives.
Investment Review & Second Opinion
An independent perspective on your existing investments.
You may prefer to manage your investments yourself. That does not mean you have to make every decision without an independent perspective.
We review your existing investments, portfolio structure and asset allocation to identify risks, overlaps, gaps and opportunities for improvement.
What we review
You receive an independent assessment and clear recommendations.
You remain in control.
We provide the analysis and recommendations; you decide whether and how to implement them.
This may be right for you if
You already manage your wealth but want a professional second opinion, portfolio review or independent assessment before making changes.
NRI & Global Wealth Advisory
Connecting India and global wealth.
Financial decisions become more complex when your wealth, income or investments span multiple countries.
We advise NRIs, returning NRIs, globally mobile professionals and global investors on integrating Indian and international financial interests within a broader wealth strategy.
Our advisory may cover
For global investors:
For investors outside India seeking to participate in India's long-term growth story, we provide independent guidance on how Indian market exposure may fit within their broader global investment strategy, subject to applicable regulations and eligibility.
The objective is not simply to add international or Indian investments.
It is to determine whether, why and how cross-border exposure fits within your overall financial strategy.
This may be right for you if
You are an NRI, returning NRI, globally mobile professional or global investor with financial interests spanning India and international markets.
Clear advice. Clear fees.
We believe professional financial advice should be transparent.
Our advisory fees are fixed and agreed upfront based on the scope, complexity and duration of the engagement.
There is no need to choose from complicated pricing tiers. We first understand your requirements and then clearly define:
Not sure which service is right for you?
You don't need to figure that out yourself.
Tell us about your situation, your financial priorities and what you are trying to solve. We will help you determine the most appropriate advisory service.