My financial life has become too complicatedI’m not sure my current advisor is the right fit anymoreI’ve had a major life change and need helpThere is something else nagging at me, but I can’t put my finger on it

Maximize portfolio growthCreate a long-term plan and invest my wealth accordinglyDiversify my concentrated stockPlan for retirement

Equities/Equity Mutual FundsFixed IncomeStart Up’s/ Global InvestmentsBalanced between Equities and Fixed IncomeReal Estate

Less than Rs 10 MillionBetween Rs 10 Million to Rs 50 MillionBetween Rs 50 Million to Rs 300 MilionAbove Rs 300 Million

I want to take all the decisionsI want to be a collaborative partner in building and growing my wealthI want to be hands off with my wealth decisions