Do you sell products or earn commissions?

No. The Money Mindshift coaching service does not sell financial products. We are not a SEBI Registered Investment Adviser.

Free 30-Minute Session

Financial clarity
through coaching.

Q: What is money coaching and how is it different from investment advice?

Money coaching is an education and clarity process - it helps you understand your financial picture, identify gaps, work through your money beliefs and habits, and set goals. It is not personalised investment advice. We do not recommend specific financial products or manage your investments. If you need a SEBI-registered investment adviser, we can point you to the right resources.

The calculators give you the numbers. A coaching session helps you understand what they mean for your life - and what to do next.

Education-first. No product agenda. No SEBI-regulated investment advice.

This is money coaching, not investment advisory. Boundless Consulting Pvt Ltd is not a SEBI Registered Investment Adviser.

Book a Coaching Session

30 minutes. No commitment. No pitch. Just financial clarity.

✓ Request received. We'll reach out within 1 business day to confirm your session time.

How It Works

Three steps to financial clarity.

Submit the form above

Tell us what you'd like clarity on. We'll confirm a 30-minute video call within 1 business day.

30-minute clarity session

We walk through your financial picture together. You ask questions, get education, and leave with a clear understanding of where you stand.

Clear next steps

We'll suggest what to focus on next - whether that's using a calculator, working through a planning module, or connecting with a specialist professional.

What Coaching Covers

Education and clarity across your full financial picture.

A coaching session is a guided conversation - not a product presentation. We help you understand your situation across any of these areas.

📋

Tax Planning Old vs New regime decision, deductions you may be missing, capital gains implications, HRA optimisation.

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Retirement Planning How much corpus you actually need, what your current trajectory looks like, how to close the gap.

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Investment Planning Asset allocation concepts, goal-based investing frameworks, how SIPs work, how to think about risk.

📜

Estate Planning Will basics, nomination vs inheritance, how trusts work, what you need to put in place for your family.

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Risk and Insurance How much life cover you actually need, health insurance gaps, income protection concepts.

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Money Mindset and Habits Spending patterns, money beliefs, financial anxiety, goal alignment - the behavioural side of financial decisions.

What this coaching is not

Money coaching is financial education and clarity - it is not personalised investment advice regulated by SEBI. We do not recommend specific mutual fund schemes, stocks, or insurance products, and we do not manage your portfolio. If you need a SEBI Registered Investment Adviser (RIA) for personalised portfolio advice, we will point you to the right direction.

Who You'll Work With

Coaches and specialists, not salespeople.

Your coaching session connects you with credentialed professionals whose only agenda is clarity - no products, no commissions on your session.

CA · CS · CFP® · CFE

Birinder Jolly

Finance & Governance Coach

35+ years in corporate finance - CFO at Airtel, Vodafone, and MTS; CEO & MD of Edelmann India. Birinder advises at the intersection of personal and business finance: director remuneration structuring, estate and succession planning, and tax strategy for business owners and senior executives.

Business Owner Planning Estate & Succession NRI Planning Tax Strategy

Deepak Kumar

Tax Expert

A Chartered Accountant specialising in personal income tax and financial compliance. Deepak provides tax-focused sessions grounded in current legislation - helping individuals understand their tax position, optimise deductions, and make informed decisions before filing.

Old vs New Regime Capital Gains 80C/80D Planning ITR Filing

CFP® is a certification mark awarded by the Financial Planning Standards Board. CA and CS are designations awarded by ICAI and ICSI respectively. CFE is awarded by the Association of Certified Fraud Examiners. None of these designations constitute registration as a SEBI Registered Investment Adviser. Sessions are educational and coaching in nature - not personalised investment advice.

Frequently Asked Questions

Questions about coaching.

Yes. The 30-minute discovery call has no charge and no obligation. It exists so you can understand how coaching works and whether it is right for your situation.

Money coaching is an education and clarity process. It helps you understand your financial picture, identify gaps, work through your money beliefs and habits, and set goals. It is not personalised investment advice. We do not recommend specific financial products or manage your investments. If you need a SEBI-registered investment adviser, we can point you to the right resources.

We walk through your current financial picture together - your income, savings, tax situation, insurance, and goals. You ask questions, we provide clarity and education. At the end, we suggest next steps - which may include further coaching, using our calculators, or connecting with a specialist professional.

No. The Money Mindshift coaching service does not sell financial products and has no product commission agenda. We are not a SEBI Registered Investment Adviser.

No formal preparation needed. Having a rough sense of your monthly income, current savings or investments, any outstanding loans, and your biggest financial question or concern will make the call more productive. Ballpark figures work fine - you don't need exact numbers.

Yes. Sessions are conducted online via video call. If you are an NRI managing Indian assets or planning a return to India, we can help you understand the Indian tax and financial planning context.