New Engagement

At Naveen Rego Capital, we recognize that no two individuals or families are alike. Each person’s financial journey is unique—shaped by their goals, circumstances, and comfort with risk.

Before we engage, we insist on a 15–30 minute introductory, no-obligation discussion, either in person or through a digital meeting. This conversation helps us to:

1. Understand your requirements
2. Introduce our services and fee structure
3. Assess whether we are a good fit for each other

Only after this initial dialogue do we propose the right way forward. We will suggest an engagement model best suited to you and your family’s needs and share a transparent quote.

This process ensures that you feel fully informed, comfortable, and confident before making any decisions about engaging with us.