How does our Consultancy work for you?
We start by knowing “YOU” – Your personal preferences, professional challenges, financial apprehensions…This knowledge helps us to help you better.
1. Get organised
It is easy to lose track of all those Bank accounts, investments, insurances, loans, credit cards…. We help you to get everything in one place and understand the current picture.
2. Get in control
Identify cash flow trends, make necessary adjustments, set budgets, and create cash flows for investing.
3. Set Goals
Convert your financial dreams into S.M.A.R.T goals – Specific, Measurable, Attainable, Realistic and Time bound
Create a practical and holistic strategy to meet those goals – Covering cashflow planning, investment planning, tax planning, insurance optimization, Estate planning etc
Help you implement the strategy in the most cost-efficient methods. Eg: If you need to buy a mutual fund or term insurance as part of the recommendation and you don’t how to do it, we will teach you how to buy the same without middlemen (this is a life skill by the way).
Calenderized reviews, need-based consultation in between reviews, ensuring things actually get done as planned.
- Protects you from making financial mistakes
- Acts as an anchor for your financial behaviour amidst all the noise around
- Educates you all along thus increasing your overall F.Q (Financial Quotient) in the process
If you want consultation on only a specific pain area and not the entire picture as above, no worries. We do provide need-based consultation as well.
INSEAD Alumni, Executive Vice President at one of India’s leading Financial Services Company
“…..His research and grip on the subject would take even seasoned financial service professionals by surprise. Unlike many other consultants, Brijesh do not give off-the shelf advices which are standard and publicly available in the newspapers and magazines….”
Tech Lead, Allianz Technology, Technopark, Trivandrum
“….I came across Brijesh’s blogs which gave me some original perspectives on managing my personal finance. I e-mailed him to clarify certain things on my existing investments which neither the sellers of those products nor their call centers were able to explain to my satisfaction. He answered all my queries in a crystal clear and lay man language which convinced me that I was dealing with someone who knew what he was talking about…. BVare is exactly what I was looking for….”
Dr.Nanjundaraj Prem Anand
Director, D.J.Academy for Managerial Excellence, Coimbatore
“Before the session started, I was skeptical about how someone can set goals in these times when job roles and technologies become obsolete in a matter of few years. However, by the end of the session, Brijesh clearly guided the students as to how they can rise above mediocrity by setting out to live the lives of their dreams, stay relevant amidst change, overcome professional challenges and achieve financial independence. I could personally relate to the 4 quadrant explanation of personal finance which is something which every student should know before he gets his first paycheck”.
Dr. Easwar T.R MBBS, DNB(Orth), MNAMS
Consultant Paediatric Orthopaedic & Spine Surgeon, Coimbatore & Palakkad
“For a medical doctor, time is the most precious resource. Between our practice, keeping ourselves updated, giving quality time to family etc., managing finance and learning the skills to manage it well takes a backseat. Brijesh addresses this gap effectively. Whether it is his flexible meeting schedules or his jargon free explanation or the auto-pilot modes or the customized investment strategies that he recommend – all are designed to overcome the challenges that a doctor faces”.
Asst Professor, Bhavan’s Royal Institute of Management, Kochi
I had the privilege to attend a session by Brijesh at Bhavan’s Royal Institute of Management, Kochi, wherein he was addressing the MBA students. The programme was filled with energy and had been acknowledged by the students as “one of the best sessions of 2017”. Further, I also enjoyed the talk and the inputs personally helped me to analyse things in a different perspective. Without any hesitation, I can say Brijesh is one of the best trainers around.
Abu Dhabi Ports, UAE
“…. Brijesh made me to think and talk about my financials like I had never done before in my life…. Wish I had this discussion some years earlier. Better late than never”.
Dr.Jayakrishnan, BAMS, MD, MBA
Senior Consultant, District Ayurveda Hospital, Palakkad
“I was under the impression that a Certified Financial Planner is similar to a mutual fund or insurance agent till I met Brijesh. By the end of the second meeting, I was totally convinced of the difference and the value that Brijesh can bring to my financial health….”