Arrange Free a Consultation

Damodhar_Mata_01_round.pngOur first meeting marks the begining of an important professional relationship, and It sets a strong stage for many future conversations.

During this meeting we will explore and understand your;

  • Current Financial Picture
  • Short and Long term Financial Goals
  • Protection and Investment Needs
  • Past investment experiences
  • Your risk appetite
  • Investment Horizon and impact of inflation
  • Future Plan of Action

Most importantly there is no obligation or pressure and no fee for our first meeting.

Fill the adjacent form to arrange a Free Initial Meeting with me.