Thank you for contacting us
Next steps and timelines:
| Activities | Tentative Timeline |
| Introductory call of 15 to 30 minutes to understand the requirement and introduce our services. After that setup exploratory call with Harsh for 90 minutes | 2nd to 7th day |
| To discuss/resolve queries and sign Letter of Engagement (LOE) | 8th to 14th day |
Data Collection on existing Incomes, expenses, committed savings, EMI, non-periodic incomes/non periodic expenses, assets, liabilities, insurance, goals, etc (Form, Queries, Documents) Confirmation of initial analysis of existing cashflows and existing data | 15th to 21st day |
| Confirmation of Existing Asset Allocation based on current data | 22nd to 28th day |
| Initial Discussion for presentation of plan and Risk/return presentation | 29th to 35th day |
| Presentation of Draft plan and discussion on revised draft plans and arriving at implementable plan | 36th to 45th day |
| Implementation of Action Plan | 46th to 60th day |
| Implementation Review | At the end of 90th day |
- You will receive an email from “support@feeonlyinvestmentadvisers.com”. We request you to check the email and respond to it.
- If you have shared your mobile number then you can expect a call from Asawari Godbole, Sr. Financial Planner on+91 87790 17273. Else you can also call Asawari for more information.
Meanwhile, we request you to fill in the below survey forms which is also being sent to you via email. This will help us understand your requirement and respond to you in a better way.
- Financial Satisfaction Survey – [https://bit.ly/4czJArl]
- Life Transition Survey – [https://bit.ly/3W0b9Db]
- Wheel of Life – [https://bit.ly/3xEt6iw]
PS – In case you don’t receive an email in your inbox, kindly check the junk/spam folder.