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Have questions or need guidance? We’re here to help.
Reach out today and let’s start a conversation about your financial goals.
Here are some common queries we receive—designed to give you clarity before we even get started.
Document requirements vary based on the service. Typically, you'll need identification documents, financial statements, previous filings (if any), and business incorporation papers. Don’t worry—we’ll provide a detailed checklist once we understand your case.
Our initial consultation is a no-obligation session designed to understand your financial needs. We'll discuss your goals, assess current challenges, and suggest a customized approach. You’ll walk away with clarity on the next steps—whether it's accounting, fundraising, or estate planning.
Simply reach out through our contact form, WhatsApp, or give us a call. We’ll schedule a meeting to understand your needs and then share a tailored proposal with timelines, deliverables, and engagement terms.
Our fees depend on the scope and complexity of your requirements. We offer transparent, upfront pricing with no hidden costs. Custom packages are available for startups, SMEs, and HNIs.
While our official hours are 10:00 AM to 6:00 PM (Monday to Saturday), we offer extended support for urgent matters via WhatsApp and email.
“Accruewealth has been a game-changer for our business. Their team not only helped us streamline our finances with AI-powered solutions but also provided strategic guidance on fundraising and regulatory compliance. We finally feel in control of our financial future.”
Kartik Jones
Secure your legacy and simplify wealth management with answers to our most asked questions.
Estate planning ensures your wealth is transferred according to your wishes while minimizing tax liabilities and avoiding legal disputes. It also protects your family’s financial future and provides peace of mind for generations to come.
We provide end-to-end support including investment portfolio management, tax planning, succession strategy, wealth preservation, insurance optimization, and family governance advisory—tailored to HNI families.
Yes, we guide you through the entire process of drafting legally sound Wills, setting up Trusts, HUFs, or SPVs, and ensuring they are structured for tax efficiency and long-term sustainability.
Everything you need to know about our billing, pricing, and payment process.
Our pricing is customized based on the complexity and scope of services. Whether it's a one-time project or ongoing support, we ensure transparent, upfront quotes with no hidden fees.
We accept payments via bank transfer (NEFT/IMPS/RTGS), UPI, and major payment gateways. Details are shared along with the invoice at the time of engagement.
Yes, we offer monthly and quarterly retainers for clients seeking ongoing support, especially for accounting, regulatory, and family office services. This ensures continuity and priority access to our advisory team.
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We’re here to support your financial journey—reach out anytime!
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