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Book a Consultation

Let's have a focused conversation about your money.

Pick the right call format below. No commitment, no sales pitch — and you'll leave with at least one actionable insight regardless of whether we work together.

15 Minutes

Quick Question Call

A short, focused call for a specific question — a clarification on a recent statement, a quick second opinion on a fund choice, a tax-deadline query, or insurance claim help.

Best for: Existing Lael Smart Finance clients, or anyone with one focused question. Not the right format for first-time planning conversations or full portfolio reviews.
30 Minutes · Recommended

Wealth Planning Discovery

An introductory conversation to understand your financial situation, your goals, and what you're trying to solve. We'll discuss investments, insurance, tax planning, and whether ongoing advisory makes sense for you.

Best for: New prospects considering working together. Please come prepared with a rough sense of your assets, your top 2-3 financial goals, and any specific concerns.

Pick a Time

All times shown in your local timezone. Calendar invite + Google Meet link sent automatically.

Common Questions

Is the consultation really free?
Yes. Both the 15-minute call and the 30-minute discovery are at no charge. We work on a fee-only and commission-disclosed basis once we begin an engagement, but the first conversation costs nothing — it's how we both decide if there's a fit.
What should I prepare before the call?
For the discovery call: a rough sense of your investable assets, your top 2-3 financial goals (e.g., retirement at 55, kids' education, buying a second home), and any specific concerns you have. You don't need exact numbers — ballpark is fine. For the quick call, just have your question ready.
Will you try to sell me products on the call?
No. The first call is for me to understand your situation and for you to evaluate whether you'd want to work with me. If I think we're not the right fit — for example, if your needs are better served by a different kind of advisor — I'll tell you that and recommend alternatives. No pressure.
Do you work with NRIs and OCIs?
Yes. A significant part of my practice is NRI and OCI clients across the UAE, US, UK, Singapore, and Australia. We're equipped to handle FATCA/CRS reporting, DTAA optimization, GIFT City structures, and RNOR planning for returning NRIs.
What if I'm not in India?
No problem. All consultations are over Google Meet. The booking page automatically adjusts for your timezone. I take calls between 9am and 9pm IST on weekdays — which works comfortably for clients in the GCC, Europe, and Singapore.
What happens after the call?
You'll receive a follow-up email within 48 hours summarizing what we discussed and any specific recommendations. If we agree to begin an engagement, we'll send a detailed proposal with scope, fees, and timeline. If not, you walk away with the insights from our conversation — no obligation.