Comprehensive Financial Plan
₹ 29,500.00
- 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
- Counselling for removing unproductive assets
- Life/Health Insurance Recommendation
- Mutual fund recommendation
- Tax planning
- Unlimited Free Consultation throughout the year
- Mode of Delivery: E-mail
- Estimated Delivery Time: 4-5 weeks
- Fee Payment Frequency: Annual
Related products
Mutual Fund Recommendation
₹ 11,800.00- Mutual fund recommendations based on your risk profile
- Monthly allocation to specific mutual funds
- Mode of Delivery: E-mail
- Estimated Delivery Time: 10-15 days
- Fee Payment Frequency: Annual
Book a Consultation
₹ 1,180.00- 30- minute Telephonic Consultation
- Generic Personal Finance Queries
- No specific Investment Advice shall be offered
- Fee is Non-refundable
Health Insurance Recommendation
₹ 5,900.00- Best health insurance plan based on family profile and requirements
- Premium affordability
- Mode of Delivery: E-mail
- Estimated Delivery Time: 2-4 days