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Explore Our Offerings
Choose from our 3 offerings suited for your best needs
Mutual Fund Recommendation
₹ 50,000
- Mutual fund recommendations based on your risk profile
- Monthly allocation to specific mutual funds
- Investment in Direct plans of MF schemes
- Mode of Delivery: E-mail
- Estimated Delivery Time: 10-15 days
Goal Based Investment Plan
₹ 60,000
- Risk Profiling
- Review of existing assets and liabilities
- Counselling for removing unproductive assets
- Assessment of Financial Goals ( retirement, child education, housing etc)
- Prioritization of Financial Goals
- Goal Affordability
- Goal-based Investment Advice
- Customized Asset Allocation
- Detailed Investment Plan (including mutual funds)
- Investment in Mutual Fund Direct Plans
- Consultation for 1 year
- Mode of Delivery: E-mail
- Estimated Delivery Time: 3-4 weeks
Comprehensive Financial Plan
₹ 75,000
- Risk Profiling
- Review of existing assets and liabilities
- Counselling for removing unproductive assets
- Assessment of Financial Goals ( retirement, child education, housing etc)
- Prioritization of Financial Goals
- Goal Affordability
- Goal-based Investment Advice
- Customized Asset Allocation
- Detailed Investment Plan (including mutual funds)
- Investment in Mutual Fund Direct Plans
- Review of Existing Life Insurance products (ULIPs/LIC etc)
- Review of existing Health and Disability Insurance
- Insurance Adequacy Assessment
- Life/Health/Disability Insurance Strategy & Recommendation
- Tax planning
- Consultation for 1 year
- Mode of Delivery: E-mail
- Estimated Delivery Time: 4-5 weeks