A Different Kind of Engagement
The NRI Money Clinic borrows a simple idea from medicine: most financial problems, like most health problems, get worse when they're guessed at instead of properly diagnosed. We built a service around getting that first step right.
The Concept
Every engagement moves through the same three stages. Where a session reveals nothing urgent, we can also structure it as a preventative checkup instead.
We start by examining your full cross-border picture — income, assets, accounts, prior advice you've received — to identify what's actually going on, not just what you assumed the issue was.
You receive a specific, written recommendation for your situation: what to do, in what order, and why — not a generic checklist, and not vague directional advice.
Where needed, we stay involved to help implement the fix — coordinating with your bank, CA or lawyer so the prescription actually gets carried out, not just handed over.
Nothing acute to fix? Many clients now book the Money Clinic the way they'd book an annual health checkup — a periodic review of accounts, compliance and structure to catch small issues before they become expensive ones. Ask to structure your session this way when you enquire.
Who This Is For
How It Works
Tell us your question via the contact form; we confirm whether it's a fit for a single-session engagement.
Share the relevant documents and background so the session itself stays focused on your decision.
A focused one-on-one video consultation with a senior advisor, working through your specific situation.
A clear, written recommendation follows, with remedial support available if you'd like us to help carry it out.
Pricing
No hidden slabs, no bundled products — a single fee for a single focused engagement.
Subject to acceptance. Final scope and fee are confirmed after an initial review of your case.
Common Questions
₹25,000 is our starting price for a typical single-issue engagement. Some cases are more complex than they first appear; we confirm final scope and fee once we've reviewed what you've shared, before any commitment is made on either side.
A full engagement covers your entire financial picture on an ongoing basis. The Money Clinic is deliberately narrow — one issue, diagnosed and prescribed for, with no ongoing commitment unless you choose to continue.
Yes — if the diagnosis reveals something broader, we'll say so plainly, and you can choose to move into one of our full planning services. There's no obligation to continue.
The same diagnostic format, but without a specific problem driving it — a periodic review of your accounts, compliance and structure to catch issues early. Ask for this format when you request a session.
Wherever possible, yes — sharing relevant statements or documents in advance means the session itself can focus entirely on your decision rather than gathering basic facts.
Yes — the Money Clinic is often how clients first work with us, precisely because it's a low-commitment way to see how we think before considering anything ongoing.
