Services

Shiv and I have been working with some paid clients during the last few months, and have been experimenting with various type of services, and we are now ready to announce this on the blog, and reach out to a wider audience.

There are two services that we are going to offer, and I’m going to talk about each of them in this post.

Comprehensive Financial Planning

Service

The first type of service is full blown financial planning, and we have developed a five step process for this. We conduct a weekly call and follow that up with a report at the end of each week.

You can see what each step of the process entails in the table below.

Onemint Financial Planning Process

Each of the steps above lead into the next step, and finally helps prepare the comprehensive plan.

Fee

We will charge a fee of Rs. 15,000 for this service, which needs to be paid before we start the engagement.

Money Back Guarantee

We offer a no questions asked, money back guarantee that you can invoke at any time during the process and extends till 5 days after you receive the comprehensive financial plan.

There is no trick or hidden clause or disclaimers associated with this guarantee. We feel that 15,000 is not a small amount of money and if anyone feels that it has not been wisely spent, and they haven’t got their money’s worth, they should have it back. The loss in time and effort will be ours, and we will not ask you any questions or try to convince you of the value of the service. If the value wasn’t apparent enough to you during the process, then you needn’t pay for it.

One Time Consulting

Service

There are often circumstances that need you to answer a question which requires some financial expertise. For example, you get a lump-sum, and need to know the best way to invest it to generate a monthly income, or you have your portfolio assessed, and need recommendation on what to do next. This type of analysis needs a couple of hours, and if you send your question to us, we’ll let you know if we can do this or not. We will have a call with you, and send out a written report here for this as well.

Fee

We will charge a fee of Rs. 2,000 for this service, which needs to be paid before we start the engagement.

Money Back Guarantee

The guarantee that we offer on the full blown consulting is applicable here as well, if you think your money wasn’t well spent, we will return it to you without any questions

Our Contact

Please write your email to onemint@gmail.com

{ 20 comments… read them below or add one }

Rakesh Mewada September 16, 2014 at 12:22 PM

I am interested to get your service. But could not decide whether to go for One Time Consulting OR Comprehensive Financial Planning.

If you can help me to take this decision

Reply

Vinit Kumar Doshi December 17, 2014 at 12:28 PM

Hi, I need some to advise as an NRI can I invest in India in Ventures Capitol Funds I have some Indian Rupees placed in Fixed deposits in NRI account can I use this amount to invest in the local fund as I have placed them in NRI account as this funds had come from overseas. To invest in this type of Venture Capitol Fund do I need to remit fresh funds from my overseas account or can I use from my NRI Rs account. Please advise. Where can I get more information on this sort of investment or which government department can I approach to check on this sort of investment on Venture Capitol Fund. As this is a long term investment how do I go about to repatriate this amount out of India upon maturity which could take about 6-10 years what are the procedures. Can someone assist and guide me. Thanks you.

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B.Eshwar Das June 26, 2015 at 6:06 PM

Can u plan to open one time deposits from the intended persons fixing the years for withdrawals and proposed interest to be offere in the scheme with a clause of tax exemption u/s 80c and 80/cc or anything. Pl.clarify if you are intention to introduce such policy……B.Eshwar Das, Adilabad dist.-TS

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Sunil Ch. Das July 2, 2015 at 10:49 AM

Sir Mari beti 04.11.2005 May janam howa keya may usekay name yea a/c khol sakta ho? or kab uska machurity ya kab paisa utha sakta ho? thanks Sir

Reply

hemakumar August 11, 2015 at 2:08 PM

sir plz last date for apply atalpension yojana.

Reply

Finance Blog September 21, 2015 at 4:02 PM

Congratulations for starting online services

Reply

Panga.Srinivas September 25, 2015 at 10:54 AM

Have I get my bond of PMJJBY

Reply

gopal sahu October 4, 2015 at 11:37 PM

i want my passbook

Reply

Abdussamad November 10, 2015 at 11:31 AM

Dear Sir,
I am looking for a one time consulting.
I have a lump-sum amount to invest to generate a monthly income in the time of my retirement. I am an NRI suppose to retire after 2 years. I can invest an amount of Rs.40 K monthly for the next two year period with a lumpsum of Rs.20 lakh one time investment. I have already invested some amount ( 8 lakh) in different mutual funds. I have one condition only that, i do want to invest or deposit on a sharia compliant scheme and my asset to be safe at the end. As i am a Muslim, i do not prefer to earn from interest or deposit on interest based institutions. I am looking your advise to utilize my hardly earn money in a safe deposit and gain income during my retirement life.

I am ready to pay your fee. Can u advise me on this?

Looking forward to hearing from you.

Regards,
Abdussamad

Can you advise me on this

Reply

jabbar November 16, 2015 at 9:42 AM

regarding fdi fund guideline

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mohd ghouse January 19, 2016 at 7:20 AM

please tell about share market how to purchase

Reply

sramani January 21, 2016 at 7:27 AM

our daughter wedding is by the year end. what is the best method to park funds – short term investments

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pf detail February 19, 2016 at 2:18 PM

plz send detail of pf ac noSRBRH 85415 AC 386

Reply

Mohd Ghouse February 21, 2016 at 8:13 PM

I want to invest in u r firm pl give detail

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Alpesh February 25, 2016 at 7:03 PM

Sir,
Me har year ko 1000 account me jama karvau to mareko 21 sal bad kitne vapous.milte he?

Reply

Financial Planner May 10, 2016 at 4:30 PM

Good Morning Sir,

I am a financial planner working with bodhik.com. Just wanted to explore the opportunities of working together. What can be the best way to be in touch ?

Thanks.

Reply

Kiran Sawwalakhe May 17, 2016 at 6:04 PM

Hi Shiv,

The Comprehensive Financial Planning service is for how many years?
I am also interested in one time consulting for my dad’s retirement planning.

Reply

avinash May 27, 2016 at 2:05 PM

Thanks for sharing information.
Regards,
Avinash
http://www.instaemi.com

Reply

Laxmikant Majee July 14, 2016 at 7:10 PM

I want My Daughter’s Sukanya Details
My Daughter’s Name : Ayushi Majee
A/c No. : 35031307 (Batbinor Post Office, Bokaro, Jharkhand)

Reply

Debashree January 27, 2017 at 1:22 PM

Dear Manshu,

Please help me with your contact email id. I am a PR professional, could share with you some relevant information.

Regards
Debashree

Reply

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