Our Offerings

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  • Health

    Health Insurance Recommendation

    Rs. 4,999.00
    • Best health insurance plan based on family profile and requirements
    • Premium affordability
    • Mode of Delivery: E-mail
    • Estimated Delivery Time: 2-4 days
    Add to cart
  • axis

    Mutual Fund Recommendation

    Rs. 9,999.00
    • Mutual fund recommendations based on your risk profile
    • Monthly allocation to specific mutual funds
    • Mode of Delivery: E-mail
    • Estimated Delivery Time: 4-5 days
    Add to cart
  • Finance

    Basic Financial Health Checkup

    Rs. 14,999.00
    • Review of income and expenses
    • Insights to improve savings
    • Review of existing assets and liabilties
    • Counselling for removing unproductive assets
    • Life/Health Insurance Recommendation
    • Mutual fund recommendation
    • Tax planning
    • Mode of Delivery: E-mail
    • Estimated Delivery Time: 12-15 days
    Add to cart
  • Comprehensive

    Comprehensive Financial Plan

    Rs. 19,999.00

    Basic Financial Health Checkup
    +

    • Goal Based Planning
    • Assessment of various Financial Goals ( retirement, child education, housing etc)
    • Prioritization of Financial Goals
    • Goal Affordability
    • Customized Asset Allocation
    • Goal based Investment Advice
    • Unlimited Free Consultation throughout the year
    • Mode of Delivery: E-mail
    • Estimated Delivery Time: 3-4 weeks
    Add to cart
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