Strategy Sessions
Book time with a partner
One focused conversation on the decision in front of you. Choose your advisor and slot, pay online, and receive a written summary afterwards.
01Choose a session
02Choose your advisor
03Pick a date and time (IST, Monday to Friday)
Checking availability…
04What should we prepare? (optional)
You receive a confirmation and tax invoice by email, followed by a short questionnaire so your adviser can prepare. Sessions run on video or at our Mumbai and Bengaluru offices.
Within one working day. A partner reviews every consultation request personally.
Yes, up to 24 hours before the session at no cost. Write to us with your booking reference and we will offer the next available slots.
Always. We sign a mutual NDA before any financial data is shared, and client information is stored on access-controlled systems.