Book Your Consultation

Scan & Pay via UPI

Or use UPI ID: 9993090406@ybl

How to Book a Consultation

Step 1: See the list of services and fees below and choose the one you need.

  • Health Insurance Consultation - ₹500
  • Term Insurance Consultation - ₹500
  • Traditional Life Insurance Plan Review - ₹500
  • Mutual Fund Portfolio Review - ₹500
  • Complete Financial Planning - ₹1500
  • Value Bundle: Smart Finance Starter Pack - ₹2500

Step 2: Pay the exact amount using the UPI QR or UPI ID.
Step 3: After payment, send a screenshot of the transaction on WhatsApp to this number: +91-8889213661
Step 4: Scroll down and click the “Book Your Session” button — it will redirect you to Calendly.
Step 5: On the Calendly form, enter your UPI transaction ID and select the same service.
Step 6: We’ll verify your payment and confirm your consultation.

BOOK YOUR SESSION