Second Opinion Services

If you have a self made financial plan that needs to be checked for its robustness, a second opinion on your plan can be given by us.

Or

You would have approached a planner and got a financial plan. If for any reason, you would like that to be reviewed, be it due to change in locality or the planner not in business, then you are at the right place. We will analyze your existing plan and find out the suitability and give our opinion on that.

The process that you need to go through to get our opinion on your financial plan is

  • Hand over the hard copy of the financial plan that you already have
  • Take our risk tolerance test
  • Raise your concerns
  • Take our Opinion in hard and soft forms

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