1:1 Introductory Conversation
Plan Your Investment Journey with Clarity.
Book an exploratory discussion to evaluate your investment goals, align scheme categories with your timeline, or structure your mutual fund portfolio with discipline.
Goal Mapping
Defining timelines and cash flow requirements for milestones like retirement, children's education, or wealth creation.
Risk Profile Assessment
Selecting suitable asset allocation across Equity, Hybrid, or Debt schemes based on your comfort with market volatility.
Portfolio Review
Evaluating ongoing SIPs, asset mix, and consolidation needs.
Process Clarity
Understanding Regular Plan distribution mechanics, AMFI compliance guidelines, and lifecycle servicing.
Duration: 15 – 20 Minutes
Format: Google Meet Video Call or Direct Phone Call
Host: Abhijit Sinha (ARN-367596 | 35 Years Industry Experience)
Preparation: None mandatory. Keep current investment summaries or SIP details handy if you wish to review existing holdings.
Office: Sector 35E, Kharghar, Navi Mumbai, Panvel, Maharashtra 410210
Office Hours: Monday – Saturday, 10:00 AM – 7:00 PM IST (Sunday closed)
Select a Date & Time
Available slots are shown in Indian Standard Time (IST).
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Pick a slot that works for you
Prefer to talk first? Email support@abhijitsinha.in or call +91-8976539234.
Need immediate assistance or have a quick query? Email support@abhijitsinha.in or call +91-8976539234.
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