Choose Your Pricing Plan
Comprehensive Plan
4499₹Every year*For HNI Clients(AUA above 10 Lacs), the pricing will differ- 1-Year Engagement
- Financial Evaluation & Risk Profiling
- Financial Goal Planning
- Contingency Planning
- Retirement Planning
- Insurance Planning
- Tax Planning
- Asset Allocation Recommendation
- 2 Reviews in a Year
- Wealth Management
- Updates on New Investment Avenues
Financial Evaluation
2499₹Every year*For HNI Clients(AUA above 10 Lacs), the pricing will differ- 1 Hour Session Twice a Year
- Financial Evaluation & Risk Profiling
- Recommendations on Future Investments
- Addressing any query regarding Taxation, Insurance, Loans or
Personalised Plan
4999₹Every year*Pricing Differ on Complexity of Financial Service and AUA- 1-Year or Life-Time Engagement
- Financial Evaluation & Risk Profiling
- Financial Goal Planning
- Contingency Planning
- Retirement Planning
- Insurance Planning
- Tax Planning
- Asset Allocation Recommendation
- Multiple Reviews as per Requirement in a Year
- Wealth Management
- Estate Planning(Will)
- Advanced Taxation
- Updates on New Investment Avenues
- Capital Markets(Stock Trading, IPO's, OFS, so on)