Remove friction in fee payment for advice

Abhilash, a long-standing client, is unmarried and works as a software design consultant.

- HARSH ROONGTA

Earlier, he was employed at a well-funded start-up. He was paid well and was wise enough to realize the party would not last forever. He invested a significant portion of his salary in mutual funds and built a corpus of ₹5 crore.

The start-up shut down and Abhilash has been out of work for a year. Thankfully, he had planned for such a phase and now manages expenses through occasional freelance work. The only reason he dips into his mutual fund corpus is to pay our fees. He often tells us how much he values our services—especially the support during this phase, including his move back to his hometown, buying a loan-free home, and our advice to remain patient rather than take the first job offered.

Despite valuing our services greatly, Abhilash finds it painful to sell mutual fund units each month solely to pay our fee, receive the proceeds in his bank account, and then transfer the amount to us.