Services

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Unbiased Advice (Individuals)

We value your time. We understand your needs. We are aware you need to select financial products and services from a plethora of options, whether it is insurance or investment products. We do not promote any particular brand or product.

Unbiased Advice (individuals) -
  • INR 300/ per question (for Text Query)
    • Special launch offer INR 149/- per question
  • INR 750/ for 30 mins Online Video Meeting
    • Special launch offer INR 499/- for 30 mins Online Video Meeting

Answers to your queries about topics/issues that are pain points for you with regard Investments and Insurance. E.g.: -

  • Query: I purchased an Jeevan Anand 4 years ago, just to make up for the 80C deduction. The policy term is 20 years & premium is Rs. 30,273. For a sum assured of 5 lakhs I find the premium is too high. Do you think I did the right thing by buying the policy?

How it works?

  • Sign Up/Sign In
  • Click on -> New Query?
  • Give a title to your question e.g. Life Insurance policy in ‘What’s your query about?’
  • Select suitable Topic and Sub – Topic from the drop down list.
  • Type in your question in about 100 to 200 words in ‘Ask your Query’.
  • Choose ‘Who you want to ask the query to?’ from the drop down list.
  • You can upload a scanned document if required in ‘Attach’.
  • Preview the query:
    • Either ‘Submit’ the query to proceed using texting method.
    • OR opt for a ‘Set Meeting’ to avail of the online video meeting with the consultant.
      • Select 3 time slots with dates that are most convenient for you.
      • Select the time duration for the meeting. (e.g. 30 mins, 1 hr, 1.30 hrs etc.)
      • Preview and Submit.
  • Pay as per the invoice.

Delivery

  • The answer is received on the FinaQA. Login to your account to view & respond.
  • Min. Time 1 working day. Max. time required is 2 to 3 working days depending on the rush of enquiries and availability of consultants.

Note * Give as much information as you can in order to get the desired reply/ advice from the consultant. The Query auto closes after 3 iterations; therefore optimize the same.

Tax & Estate Advice

Take experts’ guidance on tax planning. Protect your wealth and secure the future of the next generation.

Tax & Estate Advice (individuals) -
  • INR 300/ per question (for Text Query)
    • Special launch offer INR 149/- per question
  • INR 750/ for 30 mins Online Video Meeting
    • Special launch offer INR 499/- for 30 mins Online Video Meeting

What to expect

  • Answers to your queries about topics/issues that are pain points for you with regard Tax planning or Estate planning. E.g.: -
    • Query: My mother has some Jewellery (family heirlooms), some of which she would like to give me, but my sister in law is adamant that since she is the daughter in law she is the rightful owner for all of the Jewellery. This is creating a lot of friction in the family. Please advise.

How it works?

  • Sign Up/Sign In
  • Click on -> New Query?
  • Give a title to your question e.g. Life Insurance policy in ‘What’s your query about?’
  • Select suitable Topic and Sub – Topic from the drop down list.
  • Type in your question in about 100 to 200 words in ‘Ask your Query’.
  • Choose ‘Who you want to ask the query to?’ from the drop down list.
  • You can upload a scanned document if required in ‘Attach’.
  • Preview the query:
    • Either ‘Submit’ the query to proceed using texting method.
    • OR opt for a ‘Set Meeting’ to avail of the online video meeting with the consultant.
      • Select 3 time slots with dates that are most convenient for you.
      • Select the time duration for the meeting. (e.g. 30 mins, 1 hr, 1.30 hrs etc.)
      • Preview and Submit.
  • Pay as per the invoice.

Delivery

  • The answer is received on the FinaQA. Login to your account to view & respond.
  • Min. Time 1 working day. Max. time required is 2 to 3 working days depending on the rush of enquiries and availability of consultants.

Note * Give as much information as you can in order to get the desired reply/ advice from the consultant. The Query auto closes after 3 iterations; therefore optimize the same.

Startups

Are you a boot strapped Startup? Take guidance from professionals to solve several challenges you may encounter, particularly during the phase of infancy of your enterprise.

Startups -
  • INR 400/ per question (for Text Query)
    • Special launch offer INR 249/- per question
  • INR 800/ for 30 mins Online Video Meeting
    • Special launch offer INR 599/- for 30 mins Online Video Meeting

What to expect

  • Answer to queries about topics/issues that concern you with regards to your startup venture. Business plan, Agreements and licenses, cash Flows etc. E.g.
    • Query: I have a concept in mind to develop a mobile application. Currently it is my sister and me who will be running the day-to-day operations. I am investing some of my savings to developing this application. I am wondering what kind of license should I get for my Start-up venture?

How it works?

  • Sign Up/Sign In
  • Click on -> New Query?
  • Give a title to your question e.g. Life Insurance policy in ‘What’s your query about?’
  • Select suitable Topic and Sub – Topic from the drop down list.
  • Type in your question in about 100 to 200 words in ‘Ask your Query’.
  • Choose ‘Who you want to ask the query to?’ from the drop down list.
  • You can upload a scanned document if required in ‘Attach’.
  • Preview the query:
    • Either ‘Submit’ the query to proceed using texting method.
    • OR opt for a ‘Set Meeting’ to avail of the online video meeting with the consultant.
      • Select 3 time slots with dates that are most convenient for you.
      • Select the time duration for the meeting. (e.g. 30 mins, 1 hr, 1.30 hrs etc.)
      • Preview and Submit.
  • Pay as per the invoice.

Delivery

  • The answer is received on the FinaQA. Login to your account to view & respond.
  • Min. Time 1 working day. Max. time required is 2 to 3 working days depending on the rush of enquiries and availability of consultants.

Note * Give as much information as you can in order to get the desired reply/ advice from the consultant. The Query auto closes after 3 iterations; therefore optimize the same.

Business Owner

FinaQA® can guide you to make the right decisions and provide the required direction to help you run a profitable enterprise with help of our empaneled professionals.

Business Owner -
  • INR 400/ per question (for Text Query)
    • Special launch offer INR 249/- per question
  • INR 800/ for 30 mins Online Video Meeting
    • Special launch offer INR 599/- for 30 mins Online Video Meeting

What to expect

  • Answer to queries about topics/issues that concern you with regards to your startup venture. Business plan, Agreements and licenses, cash flows E.g.
    • Query: I have a small boutique shop where I design clothes for my clients. After more than a year and a half I am still having difficulty in generating any positive cash-flows. I fear my initial investments were too high like renovating the boutique. What is the way out of this dilemma?

How it works?

  • Sign Up/Sign In
  • Click on -> New Query?
  • Give a title to your question e.g. Life Insurance policy in ‘What’s your query about?’
  • Select suitable Topic and Sub – Topic from the drop down list.
  • Type in your question in about 100 to 200 words in ‘Ask your Query’.
  • Choose ‘Who you want to ask the query to?’ from the drop down list.
  • You can upload a scanned document if required in ‘Attach’.
  • Preview the query:
    • Either ‘Submit’ the query to proceed using texting method.
    • OR opt for a ‘Set Meeting’ to avail of the online video meeting with the consultant.
      • Select 3 time slots with dates that are most convenient for you.
      • Select the time duration for the meeting. (e.g. 30 mins, 1 hr, 1.30 hrs etc.)
      • Preview and Submit.
  • Pay as per the invoice.

Delivery

  • The answer is received on the FinaQA. Login to your account to view & respond.
  • Min. Time 1 working day. Max. time required is 2 to 3 working days depending on the rush of enquiries and availability of consultants.

Note * Give as much information as you can in order to get the desired reply/ advice from the consultant. The Query auto closes after 3 iterations; therefore optimize the same.

Micro Small Medium Enterprises

Running an enterprise is always demanding. From managing financials, branding, taxation, to risk management. This is your One-stop-shop to seek advice and timely guidance.

MSME -
  • INR 400/ per question (for Text Query)
    • Special launch offer INR 249/- per question
  • INR 800/ for 30 mins Online Video Meeting
    • Special launch offer INR 599/- for 30 mins Online Video Meeting

What to expect

Answer to queries about topics/issues that concern you with regards to your startup venture. Business plan, Agreements and licenses, cash flows E.g.
  • Query: My 2 partners and I have a small manufacturing unit for pipes. All have contributed equally to the setting up this business. Currently we are working on very thin margins, and would like to improve the same, as we want to avoid taking any loans. Loans for small enterprises are very expensive and we fear that it will cut into our margins further. Please find attached our cash-flow statements.

How it works?

  • Sign Up/Sign In
  • Click on -> New Query?
  • Give a title to your question e.g. Life Insurance policy in ‘What’s your query about?’
  • Select suitable Topic and Sub – Topic from the drop down list.
  • Type in your question in about 100 to 200 words in ‘Ask your Query’.
  • Choose ‘Who you want to ask the query to?’ from the drop down list.
  • You can upload a scanned document if required in ‘Attach’.
  • Preview the query:
    • Either ‘Submit’ the query to proceed using texting method.
    • OR opt for a ‘Set Meeting’ to avail of the online video meeting with the consultant.
      • Select 3 time slots with dates that are most convenient for you.
      • Select the time duration for the meeting. (e.g. 30 mins, 1 hr, 1.30 hrs etc.)
      • Preview and Submit.
  • Pay as per the invoice.

Delivery

  • The answer is received on the FinaQA. Login to your account to view & respond.
  • Min. Time 1 working day. Max. time required is 2 to 3 working days depending on the rush of enquiries and availability of consultants.

Note * Give as much information as you can in order to get the desired reply/ advice from the consultant. The Query auto closes after 3 iterations; therefore optimize the same.

Premium Services (Individuals)

This particular service is primarily targeted at NRIs who are keen to explore investment opportunities in India, and equally serves the needs of resident Indians exploring investment opportunities overseas. Tax planning is extremely critical in the context of local tax laws and other compliances in country of residence and country where investment is being considered

Premium Services (Individuals) -
  • INR 400/ per question (for Text Query)
    • Special launch offer INR 249/- per question
  • INR 800/ for 30 mins Online Video Meeting
    • Special launch offer INR 599/- for 30 mins Online Video Meeting

What to expect

Answer to queries about topics/issues that concern you with regards to your investment opportunities in either of the countries taking into consideration the tax implications. E.g.
  • Query: I am a NRI from the USA, (holding a green card) and would like to know what investments will be most suitable for me? I plan to stay in India after my retirement 15 years from now. I would like to know the suitability of PMS by brokerage houses, or any such investments, which can be repatriated to my country of residence? And what will be the tax implications for the same?

How it works?

  • Sign Up/Sign In
  • Click on -> New Query?
  • Give a title to your question e.g. Life Insurance policy in ‘What’s your query about?’
  • Select suitable Topic and Sub – Topic from the drop down list.
  • Type in your question in about 100 to 200 words in ‘Ask your Query’.
  • Choose ‘Who you want to ask the query to?’ from the drop down list.
  • You can upload a scanned document if required in ‘Attach’.
  • Preview the query:
    • Either ‘Submit’ the query to proceed using texting method.
    • OR opt for a ‘Set Meeting’ to avail of the online video meeting with the consultant.
      • Select 3 time slots with dates that are most convenient for you.
      • Select the time duration for the meeting. (e.g. 30 mins, 1 hr, 1.30 hrs etc.)
      • Preview and Submit.
  • Pay as per the invoice.

Delivery

  • The answer is received on the FinaQA. Login to your account to view & respond.
  • Min. Time 1 working day. Max. time required is 2 to 3 working days depending on the rush of enquiries and availability of consultants.

Note * Give as much information as you can in order to get the desired reply/ advice from the consultant. The Query auto closes after 3 iterations; therefore optimize the same.

Note * : The query auto closes after the 3rd iteration