Wealth · Wind · Wealth

Annual Advisory Retainer

Year-long, hand-held financial advisory for families.

KYB Verified Dharte Certified New on Dharte · by Money Matters India

About this product

An ongoing relationship — quarterly reviews, ad-hoc questions over WhatsApp, written quarterly reports, and re-balancing recommendations. Suitable for households managing multiple incomes, properties, child education planning and retirement targets.

Quarterly reviews
WhatsApp Q&A access
Written reports

About Money Matters India

Founded by Tejal Gandhi in 2002, Money Matters India is one of Mumbai's most respected boutique financial-planning practices. Engagements range from one-off financial reviews to multi-year advisory and digital education courses.

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