Consultation
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Consult with us
Are you looking to improve your financial situation and build wealth for the future? Our wealth consultation calls are designed to help you identify your financial goals and create a plan to achieve them. During the call, we will discuss your risk appetite, current financial situation, including your income, expenses, debts, and assets. We will also explore your long-term financial goals and help you develop a strategy to reach them. We will be available to answer any questions you have and provide guidance and resources to help you succeed. Go on and take the first step towards financial success!
Overview Services
Book a type of consultation that suits your need. You can choose a detailed wealth consultation or simply book a discovery call to know more about us!
Wealth Consultation
Formal Consultation to discuss your current wealth status and long term plan
- ₹1200 (75 Mins)
Discovery Call
Learn about our offerings and understand if we are the right fit for your needs
- Free (15 Mins)
Full refund is provided if the client is not satisfied with our services.
Clients Questions
Yes, we understand more about you and start with the most basic things like KYC, Demat Account Opening and Nominee Registration.
Yes. Please share the details of your portfolio to operations@opulus.in prior to the call.
No, we are not a brokerage house. Clients can chose any broker of their choice provided they are aware of the costs and they find the user experience simple and friendly.