Our Services
Financial Planning Services
Six Productized Plans — Fixed Scope, Fixed Deliverables,
Financial Planning Services
&
Wealth Management
in Pakistan
Six Productized Plans — Fixed Scope, Fixed Deliverables,
Fixed Timeline, Fixed Price
From your first financial diagnosis to wealth protection and succession — comprehensive financial planning for individuals, families, business owners and overseas Pakistanis in Lahore, Islamabad, Karachi, Faisalabad and online.
The AssetBuild Planning Ladder
Take Only the Next Step You Need
Pricing reflects complexity, scope and expertise. Most clients begin with the Financial Fitness Scan™ and move up the ladder as their needs grow.
1
Diagnose
Financial Fitness Scan™
PKR 10,000
2
Control
Cash Flow Control™
PKR 15,000
3
Plan
Goal-Based Financial Planning™
PKR 20,000
4
Achieve Freedom
Financial Freedom Plan™
PKR 30,000
5
Create
Wealth Creation Plan™
PKR 50,000
6
Protect
Wealth Protection Plan™
PKR 100,000
| # | Service | Stage | Duration | Deliverable | Price |
|---|---|---|---|---|---|
| 1 | Financial Fitness Scan™ | Diagnose | 60–90 minutes + report | Financial Fitness Report + consultation | PKR 10,000 |
| 2 | Cash Flow Control™ | Control | 1–2 weeks | Personal Money Management System™ | PKR 15,000 |
| 3 | Goal-Based Financial Planning™ | Plan | 1–2 weeks | Personal Goal-Based Financial Plan | PKR 20,000 |
| 4 | Financial Freedom Plan™ | Achieve Freedom | 2 weeks | Personal Financial Freedom Roadmap™ | PKR 30,000 |
| 5 | Wealth Creation Plan™ | Create | Scoped to your situation | Personal Wealth Creation Strategy™ | PKR 50,000 |
| 6 | Wealth Protection Plan™ | Protect | Scoped to your situation | Wealth Protection Report + Action Plan | PKR 100,000 |
Stage 1 of 3
Diagnose & Control
Financial Fitness Scan™
PKR 10,000
Duration: 60–90 minutes + report · Entry / diagnostic product
Who It's For
- Anyone who wants a clear picture of where their money stands
- Salaried professionals and families starting financial planning
- People who earn well but don't know where the money goes
What's Included
- Income analysis
- Expense analysis
- Assets & liabilities
- Net worth
- Savings rate
- Debt position
- Emergency-fund assessment
- Existing investment review
- Financial gaps
- Priority actions
Deliverable
- Financial Fitness Report + consultation
Cash Flow Control™
PKR 15,000
Duration: 1–2 weeks · Money management system
Who It's For
- People who can't save consistently despite a good income
- Households carrying loans or credit-card balances
- Young professionals setting up their first money system
What's Included
- Monthly cash-flow analysis
- Budget structure
- Savings system
- Debt-management plan
- Emergency-fund target
- Monthly allocation
- Spending-control system
- 90-day implementation plan
Deliverable
- Personal Money Management System™
Stage 2 of 3
Plan & Achieve Freedom
Goal-Based Financial Planning™
PKR 20,000
Duration: 1–2 weeks · Plan for a specific life goal
Who It's For
- Families planning a house, education, marriage or Hajj/Umrah
- Parents funding children's education, including overseas study
- Anyone saving for a business, vehicle or other major purchase
For Goals Such As
- House
- Education
- Marriage
- Business
- Vehicle
- Hajj/Umrah
- Overseas education
What's Included
- Goal → Cost → Timeline → Funding Gap → Monthly Requirement → Strategy → Action Plan
Deliverable
- Personal Goal-Based Financial Plan
Financial Freedom Plan™
PKR 30,000
Duration: 2 weeks · FIRE-oriented flagship planning product
Who It's For
- Professionals who want work to become optional
- People pursuing FIRE — financial independence, retire early
- Anyone who wants a clear retirement number and date
What's Included
- Current net worth
- Desired financial lifestyle
- Financial Freedom Number
- Current wealth vs target
- Wealth gap
- Target date
- Savings/investment requirements
- Income-growth requirements
- Asset-building milestones
- Annual/quarterly roadmap
Deliverable
- Personal Financial Freedom Roadmap™
Stage 3 of 3
Create & Protect Wealth
Wealth Creation Plan™
PKR 50,000
Duration: Scoped to your situation · Higher-ticket strategy product
Who It's For
- Clients with meaningful income or capital who want to build assets
- Business owners converting profits into personal wealth
- Overseas Pakistanis deploying savings back home
What's Included
- Wealth-building diagnosis
- Asset-building strategy
- Investment strategy
- Asset allocation
- Portfolio structuring
- Diversification analysis
- Income-growth opportunities
- Productive-asset strategy
- Wealth-building milestones
Deliverable
- Personal Wealth Creation Strategy™
The exact investment implementation and any regulated investment activity is structured according to applicable Pakistani regulatory requirements and professional authorization.
💬 Enquire via WhatsAppWealth Protection Plan™
PKR 100,000
Duration: Scoped to your situation · Premium protection & succession product
Who It's For
- Families and individuals who have already accumulated meaningful wealth
- Business families thinking about succession
- Clients with concentrated assets, such as mostly property or one business
What's Included
- Financial risk assessment
- Liquidity analysis
- Emergency reserves
- Insurance/protection gap review
- Concentration-risk review
- Liability exposure
- Asset documentation
- Beneficiary/nomination review
- Succession objectives
- Protection action plan
Deliverable
- Wealth Protection Report + Action Plan
Legal, tax and inheritance matters are coordinated with appropriately qualified specialists.
💬 Enquire via WhatsApp