Life is what happens when you’re busy making other plans.
Mostly, financial.

What is Financial Freedom?

What is Financial Freedom? •

Financial Freedom is to be able to comfortably afford your life choices. To not to have to think about money all the time. It enables you to freely choose how you wish to spend each day.

No Bias

No Commission

Fixed fee only

AZAD is offered only on a fixed fee basis, unlike most others who earn a commission on products sold to clients. Our model ensures that advice offered to you is unbiased and uncompromised. We work in your best interest, always. The cherry on the cake is that our fixed fee model will save you lots of money.

What we do

How it works

The AZAD Programme combines financial planning with wealth creation to help meet your goals.

Understand

We take great care to understand you. We do in-depth analysis before starting your journey.

  • • Your life’s current situation, both, personal and financial

    • Your responsibilities, aspirations, and choices you would like to make

    • Your current balance sheet, income and expense analysis

    • Action plan to correct and fix loopholes in your finances.

Plan

After understanding you and analysing your finances, we develop a plan that is custom-made to help you achieve your life goals.

  • • Cover existing risks, plan for unexpected events/expenses. 

    • Plan for future expenses across stages of life.

    • Create a financial portfolio aligned with your risk profile that will deliver returns to meet your aspirations.

Execute

We track progress achieved against the goals. We expertly guide you, helping you with the best product choices.

  • • Putting the plan into action: paperwork, setting up accounts and more; we get everything done, big or small.

    • Goal-tracking and progress review: Any good plan needs close monitoring; we do it every quarter for you.

    • Course-correction: adjusting your plan if your personal circumstance or markets have changed. Rebalancing the portfolio is important.

    • Annual review: What is the increase in your personal net worth? How much Money Saved Money Earned (MSME)? We measure and deliver these.

Azad Services

Choose the service that suits you

Azad Essential

Annual Fee, No Commissions.

₹40,000

+ GST as applicable

• 360 degree assessment

• Goals Planning

• Customised Azad plan

• Azad Coach – quarterly reviews, course correction/plan refresh

Azad Plus

Annual Fee, No Commissions.

₹60,000

+ GST as applicable

• 360 degree assessment

• Goals Planning

• Customised Azad plan

• Azad Coach – quarterly reviews, course correction/plan refresh

  • • Past Portfolio - analysis and clean-up of past

    • Monthly reminder for actions

    • Help in set-up of direct MF investments account/utility

    • Help in buying Insurance - Life, Motor, Property, Health

    • Help in set-up of Demat for Shares, Bonds, and Gold

    • Updation/ service in Bank accounts, Insurance, PPF, MF

    • Home delivery and pick-up service of documents, cheques etc.

    • Opening of NPS account, Sukanya Samriddhi, Senior Citizen scheme

    • Assistance in filing Income-Tax Returns

    • Making a Will document

    • Meetings at convenience of your office

Amazing clients have allowed us to produce work we are proud of.

Meet the team

Varsha Chauhan
AZAD Coach and Expert (ACE), CFP

Sakshi Jain
Operations Manager

Rajiv Sanoriya
AZAD Planner, CFP

Pooja Rawat
Research Analyst

Vaibhav Kadam
Documentation Executive, Mumbai

Adesh Chauhan
Documentation Executive, Delhi NCR

Rajiv Jamkhedkar
Founder & Managing Director

Sashi Sagar
Marketing & Outreach

Get in touch.

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