Contact — Fiduciary First Advisory

Before you reach out

Common questions.

A few things people usually want to know before that first conversation.

Is the discovery call really free?

Yes. The first 30-minute call is completely free and carries no obligation. It's simply a conversation to understand your situation and see if we're a good fit to work together.

What should I bring to the first call?

Nothing is required. If you'd like to make the most of the time, having a rough sense of your income, savings, and goals helps — but we can work through all of this together.

Is there a minimum investment amount to work with Fiduciary First Advisory?

We work with clients across a range of asset levels, from those just starting to build wealth to established families and business owners. We'll discuss what makes sense during your discovery call.

How are your fees structured?

We charge a flat onboarding fee when you join, followed by fixed quarterly payments. The same fee applies to every client regardless of which services they need or their financial situation — no tiered pricing, no percentage of your assets. All fees are confirmed in writing before we begin. Pricing is subject to revision with prior written notice.

Do you only work with clients in Coimbatore?

Not at all. While our office is based in Coimbatore, we work with clients across India through video calls, phone, and digital document signing — wherever you're located.

Let's start with a conversation.

Pick a time that works for you.