We stay in our lane.
We handle the mutual fund side. Tax, legal and personal work stays with you.
You often hear about the money question first.
For CAs, lawyers, counsellors and real estate consultants whose clients face a money decision in the middle of something bigger.
When an introduction tends to help
Chartered Accountant
Idle cash in a current account, proceeds from a business sale, or mutual funds scattered across a dozen folios
Lawyer
An estate to settle, mutual fund units to transfer to heirs, or a settlement that needs to last for years
Mental health professional
Money worries that are part of what they're working through, and no one calm to talk the numbers over with
Marriage counsellor
A separation where one partner never handled the finances and now has to
Real estate consultant
Sale proceeds waiting for a decision, or savings being drawn down for a purchase
How we work with your clients
We send them back to you.
When a question belongs to a CA or a lawyer, we say so plainly.
No pressure on them.
A 45-minute first conversation. If we're not the right fit, we'll tell them.
Confidential, always.
We don't share what your client tells us without their consent.
What we don't do
We don't pay referral fees, and we don't accept them.
Introductions happen because they help the client. Nothing else.
We don't give tax or legal advice.
That's your territory, and we respect it.
We don't chase your clients.
One introduction. Then the choice is theirs.
How an introduction works
- 1
You mention us.
In conversation, or by sharing the one-page sheet for your profession.
- 2
They reach out.
Your client books a first conversation, or you introduce us by email.
- 3
We stay connected.
With your client's permission, we keep you posted on anything that touches your work.
One-page sheets
A short PDF for each profession, written for you to share with clients.
Let's talk about working alongside you.
A short call to understand your practice and the clients you serve.