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)