Appointment Procedure

MEETINGS BY APPOINTMENT ONLY.

All our prospective clients need to get an appointment from us for Initial Discovery Meeting.

Our Charges for this Initial Discovery Meeting are PKR USD 20.

You just need to Deposit USD 20 or equivalent in any charity organisation of your choice and share the screenshot of the transaction on our WhatsApp number. You will then be notified the exact time & date of meeting.

Initial Discovery Meetings are held via ZOOM. On Special Request, IN-PERSON meeting facility is available for USD 50. Initial Discovery Meeting focuses on you and your life. This discussion becomes the cornerstone of the deep client relationship we build with you. You share with us your values; goals; personal, professional and institutional relationships; assets; and interests. What does financial success look like to you? What resources do you have? What challenges do you face, etc. We then give our input on your financial situation and discuss what services we can offer you to help you make better financial decisions.

It must be noted that USD 20 are the charges for Initial meeting and not for Financial Planning, Financial Consultancy, Wealth Management Advisory or any other professional service.

For Further Details Contact Us.