PS
Priya Sharma, CFA
Lead Advisor · 11 yrs with HNI families
SEBI RIA · INA000123456
Your Edge plan quota
1 of 4 calls · FY26
Resets
01 Apr 2027
01 Apr 2027
Pick a date
Wed
10
Apr
Thu
11
Apr
Fri
12
Apr
Mon
15
Apr
Thu 11 Apr · 30-min slots
09:00
09:30
10:00
10:30
11:00 ✓
11:30
14:00
14:30
15:00
15:30
What would you like to discuss?
Q1 portfolio review + Goa second-home goal (MIA flagged ₹32 L shortfall) + FY26 tax planning under 80C.
Priya will prepare ahead of time. Your IPS, goals, and portfolio are already shared with her dashboard.
MIA · prep
I'll brief Priya before the call.
I'll auto-share your latest portfolio snapshot, goal progress, and the 3 questions you asked me this week. You'll get a 1-page PDF briefing in your inbox 1 hour before. Zero prep on your side.