Let’s explore your most meaningful goals
Why Choose Us?
We are the catalyst between your Current life and your DESIRED LIFE.
Are you amongst those who feel life is like a treadmill with no financial peace?
We help you follow your passion and steer your investments towards supporting it. This enables you to lead the life you want to live. It would help you do, what you want to do, when you want to do and with whom you want to do it. In short, achieve financial freedom.
To achieve this, we start with a series of conversations with you, where we listen to you and assist you in defining your current reality and your goals. This forms the basis on which a roadmap is created. This roadmap includes your current financial health check, a financial plan, and the support to follow through with the plan and make it a reality.
You Dream. We Listen. We Enable. You Achieve.
What are the gaps you feel in your financial freedom journey?
Am I investing in the correct product (I have to choose from 2500 funds)?
Do I have budgeting awareness: How do I earn, spend, save and invest?
Is there discipline in investing as per my money beliefs?
Am I on track to achieve my financial freedom?
Will I be able to take care of my loved ones?
Have I planned for contingencies?
How safe are my investments?
Let's Get REAL!
Here's How We Help
As you would agree, each person has a unique lifestyle. We do a comprehensive discussion with you to help you understand your lifestyle needs and the current sources you have to finance these needs. We embark on a journey with you to understand your requirements and how best to make your money work for you. The above is augmented and delivered through the following steps.
About Us
We Listen, We Care and We Put You First!
We understand that while over the surface, each one’s money requirement is to have a good retirement, provide for loved ones, and indulge in passions through one’s life. We go deeper and offer you a personalized financial freedom journey rooted in what is retirement for you, how much and when do you want to provide for your loved ones, and how in your busy work schedule you can find time for yourself.
The founding partner, Nidhi Malik (Dhandhania), was a corporate banker for 15+ years. She is a CFA charter holder, Certified Trust and Estate Planner (CTEP), and a post graduate from XLRI Jamshedpur. She is a Marwadi born in Kolkata and has worked hard toward achieving her goals. Along with working hard on her active income, she ensured that she saves and invests every month, ensuring her money works for her too, providing her with a much-needed safety net.
Having this safety net, has helped her attain financial freedom at the age of 41. This enabled her to leave her job and start this financial venture with an aim to help other busy working professionals to achieve financial freedom.
This is a call out to all busy working professionals to take out time to make your money work for you so that you have the luxury of time and resources to enjoy and live life the way you want.
About Us
We Listen, We Care and We Put You First!
We understand that while over the surface, each one’s money requirement is to have a good retirement, provide for loved ones, and indulge in passions throughout one’s life. We go deeper and offer you a personalized financial freedom journey rooted in what is retirement for you, how much and when you want to provide for your loved ones, and how in your busy work schedule you can find time for yourself.
The founding partner, Nidhi Malik (Dhandhania), was a corporate banker for 15+ years. She is a CFA charter holder, Certified Trust and Estate Planner (CTEP), and a postgraduate from XLRI Jamshedpur. She is a Marwadi born in Kolkata and has worked hard toward achieving her goals. Along with working hard on her active income, she ensured that she saves and invests every month, ensuring her money works for her too, providing her with a much-needed safety net.
Having this safety net has helped her attain financial freedom at the age of 41. This enabled her to leave her job and start this financial venture to help other busy working professionals to achieve financial freedom.
This is a call out to all busy working professionals to take out time to make your money work for you so that you have the luxury of time and resources to enjoy and live life the way you want.