Start With Our Sessions

GETTING STARTED

What to Expect?

Introductory Consultation?

Taking the time to meet with one of our advisors is an important initial step in our process. It is also an opportunity to begin to share your goals and dreams. In this casual session, we will engage in a cursory review of your current financial life, explore potential opportunities, define gaps and discuss general strategies—resulting in a mutual sense of what it may be like to work together. You will also gain greater insight into your personal financial life situation.

Prior to the Session

  • Take the time to jot down questions regarding your current situation and areas of potential concern
  • Bring account-specific statements, tax returns, and any budget detail you may have
  • Gather your ideas regarding future short-term and long-term aspirations and financial life goals

During the Session

  • Professional guidance in bringing to light your life goals and priorities
  • Sound and objective financial advice, personalized to your investment objectives
  • Precise detail about our solutions, benefits, and costs

After the Session

If it is mutually determined that we have a strong basis for working together, we will guide you through our Wealth Management Consultative Process and Governing Formula.

Delivering Solutions that Make the Most of Your Wealth

In partnering together, it is our goal to identify the opportunities your resources present—and orient them towards your life’s ambitions. We strive to foster close, long-lasting relationships in order to provide you with ongoing guidance based on an intimate understanding of you and your life.

Disposal of complaints Annual
Year Carried forward Received Resolved Pending
2019 - 2020 0 0 0 0
2020 - 2021 0 0 0 0
2021 - 2022 0 0 0 0
Grand Total 0 0 0 0
Contact us directly at shabbir@sensageonline.com for assistance with any queries, complaints or grievances. We will ensure your grievance is resolved within 30 days. If you feel that your grievance is not redressed satisfactorily, you may lodge a complaint with SEBI through the Scores website or the SEBI Scores app for Android or iOS.
Disposal of complaints Monthly
Month Carried forward Received Resolved Pending
February-2021 0 0 0 0
March-2021 0 0 0 0
April-2021 0 0 0 0
May-2021 0 0 0 0
June-2021 0 0 0 0
July-2021 0 0 0 0
August-2021 0 0 0 0
September-2021 0 0 0 0
October-2021 0 0 0 0
November-2021 0 0 0 0
December-2021 0 0 0 0
January-2022 0 0 0 0
Grand Total 0 0 0 0
Contact us directly at shabbir@sensageonline.com for assistance with any queries, complaints or grievances. We will ensure your grievance is resolved within 30 days. If you feel that your grievance is not redressed satisfactorily, you may lodge a complaint with SEBI through the Scores website or the SEBI Scores app for Android or iOS.
Disposal of complaints Current Month
Received From Pending- last month Received Resolved Total pending Pending > 3M Avg. resolution time
Investors 0 0 0 0 0 0
SEBI Sources 0 0 0 0 0 0
Other Sources 0 0 0 0 0 0
Grand Total 0 0 0 0 0 0

Disposal of complaints Monthly

Disposal of complaints Annual

Contact us directly at shabbir@sensageonline.com for assistance with any queries, complaints or grievances. We will ensure your grievance is resolved within 30 days. If you feel that your grievance is not redressed satisfactorily, you may lodge a complaint with SEBI through the Scores website or the SEBI Scores app for Android or iOS.