Fee-Only Advisory Built Around Your Financial Story
We help professionals and families navigate investments, cash flows, and life-stage planning with research-backed, conflict-free advice. Explore how our engagements create clarity from day one.
What We Deliver
Each engagement is designed to deliver clarity, confidence, and accountability. Choose the format that best matches your current requirement knowing we remain a fiduciary throughout.
Comprehensive Financial Planning
Holistic planning that covers cash flows, asset allocation, goal tracking, taxation, and succession with annual reviews.
- ✓Detailed goal-based roadmap
- ✓Investment policy statement
- ✓Tax optimisation guidance
- ✓Annual strategy review & adjustments
Ongoing Portfolio Advisory
Proactive monitoring of your investments with periodic rebalancing recommendations and access to your adviser year-round.
- ✓Semi-annual portfolio reviews
- ✓Actionable rebalancing triggers
- ✓Performance & risk reporting
- ✓Direct adviser access for queries
Event-Based Consultation
Focused advisory for special situations like retirement, inheritance deployment, ESOP liquidation, or major life milestones.
- ✓One-time deep-dive session
- ✓Implementation checklist
- ✓Scenario & sensitivity analysis
- ✓30-day follow-up support
Unbiased, Insightful, and Accountable Advisory
Working with a SEBI-registered, fee-only adviser means your interests remain front and centre. We pair institutional-grade analysis with attentive guidance so you stay confident in every decision.
Research-Led Advice
Our recommendations are backed by rigorous in-house research, realistic assumptions, and evidence-based investing principles.
Transparent Reporting
Clear dashboards, compliance-grade documentation, and fee-only engagement letters keep you fully informed.
Personalised Collaboration
Every engagement begins with an in-depth discovery session, ensuring advice is tailored to your family’s goals and risk appetite.
How We Work Together
A structured yet flexible process keeps you informed at every step. Expect thoughtful follow-through, transparent timelines, and complete documentation.
Discovery & Data Gathering
We start with a deep-dive meeting to understand your aspirations, responsibilities, risk profile, and existing investments.
Analysis & Recommendations
Our team builds scenario analyses, stress tests portfolios, and drafts tactical as well as strategic allocation proposals.
Implementation Support
We guide execution across platforms, assist with paperwork, and prioritise steps to avoid overwhelm or unintended tax triggers.
Ongoing Monitoring
Periodic reviews keep you aligned with your goals. We recalibrate for life changes, market shifts, or regulatory updates.
Let’s Design Your Wealth Journey
Whether you need a one-time roadmap or ongoing partnership, Investment Climb Advisory brings clarity, focus, and fiduciary accountability to every decision.