Frequently asked questions
Useful answers,
before we begin.
Every financial situation is different. These answers explain the approach, while personal guidance begins with a conversation.
What does structured financial planning mean?
Structured financial planning is a goal-based approach that aligns your income, savings, investments, and protection with your life goals, time horizon, and risk profile.
Do I need a large amount of money to start?
No. There is no minimum investment amount, but meaningful results require patience and a long-term outlook, typically five years or longer.
Is AlphaZen product-driven or advice-driven?
Advice-driven. Recommendations are made only after understanding your goals, suitability, and their long-term impact. AlphaZen does not predict short-term market movements, promise quick wins, churn portfolios, or make changes without a clear reason.
How are fees charged?
Fees depend on the scope of the engagement and are communicated clearly upfront. There are no hidden costs.
How is risk assessed?
Risk is assessed through structured profiling, supported by conversations about behaviour, prior experience, responsibilities, and time horizon.
Where is AlphaZen based? Can planning be remote?
AlphaZen is based in Bangalore, India. Planning and reviews can take place remotely through secure online meetings.
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