Tell us about yourself ^*

First Name ^*

Last Name ^*

Email ^*

Phone Number ^*

Age ^*

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Are you currently a resident of India or an NRI (Non-Resident Indian)? ^*

Resident of India

NRI

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Country of Residence ^*

Please enter the country you currently reside in

United States (USA)

Canada

Middle East (UAE, Qatar, Saudi Arabia, etc.)

United Kingdom (UK)

Australia & New Zealand

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How Our Consultation Works

✅ This is a real 1-on-1 consultation with an expert

✅ We review your current portfolio honestly

✅ We help you build a long-term roadmap

✅ We may suggest mutual funds if relevant

ㅤ

This is best suited for people serious about improving their finances

By continuing, you agree to Zomint’s Terms of Service and Privacy Policy.

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Annual Income ^*

This helps us understand your current financial position and recommend strategies that are realistic and relevant to you.

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Current portfolio size ^*

This gives us a sense of where you stand today so our experts can guide you on the right next steps for your investments.

No investments yet

Below ₹5L

₹5L – ₹25L

₹25L – ₹1Cr

₹1Cr+

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Monthly SIP capacity ^*

Tell us how much you're comfortable setting aside each month, so we can build an investment plan that works around your life

Under ₹10,000

₹10,000-₹25,000

₹25,000 - ₹50,000

₹50,000 - ₹1,00,000

₹1,00,000+

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How do you currently manage your investments? ^*

I manage everything myself

Through a Bank Relationship Manager (RM)

Through an MFD / Financial Advisor

Through a Chartered Accountant (CA)

Through a Wealth Manager

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Current investment experience? ^*

Just starting out

Invest occasionally

Regular SIP investor

Active investor (stocks / funds)

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How satisfied are you with your current portfolio performance? ^*

Very satisfied

Somewhat satisfied

Not satisfied

I don't know

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What do you want help with? ^*

(select one or more)

To start investing for the first time

To get a professional review of my current portfolio

To plan for specific goals (retirement, home, education, etc.)

To reduce risk and avoid mistakes

To maximise returns with expert guidance

Other

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Upload your portfolio screenshot (optional)

( Multiple uploads allowed )

A quick snapshot of your current holdings helps our experts come prepared — so your session is focused, personalised, and as productive as possible.

You can drag & drop or paste as well

Accepts .jpg, .jpeg, .png, .svg, .heic, .webp, .pdf, .doc, .docx, .xlsx, .xls, .ppt, .pptx

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Before you book, one important thing

We are a SEBI-regulated Mutual Fund Distributor. We offer Regular Plans of mutual funds and assist you in executing and managing your investments.

If you want an expert to handle your investments, you are in the right place

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Book Your 1-on-1 Wealth Planning Session

Your first 1-on-1 session is free. The standard price is ₹2,999.

Please book only if you’re certain you can attend, as missed slots are quickly reassigned to waitlisted participants.

Scheduled 👍

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Let's Review Your Portfolio First

To make your session as valuable as possible, we'd first like to understand your current financial position.

Let's start with a quick review of your portfolio.

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Your 1-on-1 Wealth Planning Session is Scheduled!

Confirm a few additional details on WhatsApp so we can personalise your session.

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Welcome to Zomint

How Our Consultation Works

Before you book, one important thing

Let's Review Your Portfolio First

Your 1-on-1 Wealth Planning Session is Scheduled!

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