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.

Below ₹5 lakhs

₹5 lakhs – ₹10 lakhs

₹10 lakhs – ₹15 lakhs

₹15 lakhs – ₹20 lakhs

₹20 lakhs – ₹25 lakhs

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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.

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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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We’re currently not available in your region.