Check our eligibility

First Name *

Last Name *

Email *

Phone *

What is your current AUM (Assets Under Management)? *

What is your primary business goal for the next 12 months? (multiple selections allowed) *

What is your biggest barrier to achieving your AUM growth goals? (multiple selections allowed) *

Attracting new HNI/UHNI clients

Retaining existing clients

Optimizing operations and team performance

Lack of effective marketing strategies

Not yet aware. I am a beginner

How comfortable are you with implementing new strategies and adapting to industry changes? *

Very comfortable

Somewhat comfortable

Not comfortable

What aspect of wealth management do you find most challenging? *

How do you currently differentiate yourself from your competitors? *

Offering personalised service to HNI/UHNI clients

Providing advanced investment strategies

Leading in operational efficiency and technology

I'm unsure how to differentiate

How ready are you to make a decision during the consultation call if the solution meets your needs? *

I’m fully prepared to make a decision during the call

I’m likely to decide during the call if the offer aligns well with my objectives

I may need additional time after the call to make a decision

How willing are you to invest ₹2,75,000 plus GST to scale your business and break the ₹250 crore AUM barrier? *

I’m fully committed and prepared to invest

I’m prepared to invest but would like to discuss further details

I’m open to the investment but require more clarity on the expected ROI

I recognise the value, but would need a flexible payment plan

Are you looking to build or scale a team as part of your career growth? *

Yes

Not Sure

Are you the final decision-maker for investments in your business? If not, please confirm that you will join the call along with your decision-maker. *

Yes, I make all decisions

I share decisions with a business partner and will join with them on the call

I consult with my team/relevant decision maker before making final decisions and will join with them on the call

I report to a higher authority for approval and will join with them on the call