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Plan Your Financial Freedom
with India’s Trusted Fee-
Only Advisor
FLAT FEE | SEBI REGISTERED | 100% UNBIASED | NO COMMISSIONS EVER
SEBI Registered Advisor
Reg No. INA000018593
About Me
Sujan Singh: Your Trusted Investment
Advisor
I am a SEBI-Registered Investment Adviser (RIA) with a Post Graduate Program in Investment Advisory from NISM (SEBI) and over seven years of experience in financial education, planning, and advisory.
During these years, I have conducted and led large-scale financial literacy programs across India, reaching thousands of individuals, professionals, and families.
Why Choose Me
Where Financial Planning Meets True Integrity.
Empowering You With Clarity, Confidence, and Freedom.
Your Trusted Fee-Only Advisor: 100% On Your Side
We follow the fiduciary gold standard: No commissions, No hidden motives - Just pure, transparent advice for your best interest.
UNBIASED & CLIENT-FIRST
I work for you, not for product companies.
FLAT FEE, FULL TRANSPARENCY
Know exactly what you pay and what you get.
SEBI-REGISTERED & ETHICAL
Regulated, compliant, and trustworthy.
TAILORED FINANCIAL PLANS
Strategies designed around your goals and risk profile.
COMPLETE FINANCIAL GUIDANCE
Investments, taxes, insurance, retirement- all covered.
CLARITY & CONFIDENCE
I simplify finance so you can make informed decisions.
Our Services
Personalized Financial Planning
We provide a complete, personalised, and unbiased approach to help you achieve financial freedom.
GOAL-BASED PLANNING
- Set clear, achievable financial goals.
- Create a tailored strategy for each goal.
EMERGENCY FUND
- Build a safety net for unexpected expenses.
- Preserve long-term investment plans.
TAX PLANNING
- Maximize savings through tax-efficient investments.
- Leverage available tax strategies.
RISK PROFILING
- Assess your financial risk capacity.
- Create a portfolio tailored to your risk tolerance.
Wealth Management Service
We provide continuous guidance and reviews to ensure your investments stay aligned with your changing goals and market conditions.
Regular Portfolio Reviews
Unbiased checks to keep investments aligned with your long-term goals.
Explore More...Strategic Modifications
Timely adjustments and portfolio rebalancing as markets and personal situations change.
Explore More...Continuous Support
Ongoing direct professional guidance for all your financial decisions throughout the year.
Explore More...Stock Advisory Service
Our Stock Advisory Service is designed for clients who wish to allocate a portion of their investments to equities for long-term growth.
Fundamentally Strong Stocks
Advise fundamentally strong, long-term stocks based purely on research.
Explore More...Research-Backed Picks
No trading or speculative calls – only long-term research-based recommendations.
Explore More...Tailored Portfolios
Custom portfolio suggestions carefully aligned with your risk profile.
Explore More...Frequently Asked Questions (FAQs)
First year: ₹13,000. Renewal: ₹8,000/year. Renewal fee increases ₹1,000 every 2 years.
No. Our fee is already fair, transparent, and equal for all clients.
“Price is what you pay. Value is what you get.” – Warren Buffett. When you pay for professional, SEBI-registered advice, you're investing in personalised guidance, accountability, and long-term clarity — tailored specifically to your goals, risks, and life stage.
Absolutely. Reviewing and optimising your current portfolio is part of our process.
Renewal gives you a comprehensive review of your financial plan every six months, ongoing support for all your queries, and timely adjustments based on changes in your goals, income, or market conditions.
SEBI Disclosures
I, Sujan Singh, am fully committed to transparency and compliance with the regulations set by the Securities and Exchange Board of India (SEBI). As part of this commitment, the following key information is disclosed:
- SEBI Registration No.: INA000020864
- Registered Investment Adviser: Sujan Singh (SEBI RIA)
- Disclaimer: All services are provided in line with SEBI guidelines, and we do not provide any recommendations for specific securities or mutual fund products.
- Conflicts of interest: We do not receive any commission from financial products, ensuring unbiased advice at all times.
- Fee Structure: Our fees are flat and transparent. We charge a one-time fee for our advisory services as well as annual renewal charges (details available on request).
For detailed and official SEBI disclosures, please click the button below.