Comprehensive Financial Plan
₹ 29,500.00
- 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
- Unlimited Free Consultation throughout the year
- Mode of Delivery: E-mail
- Estimated Delivery Time: 4-5 weeks
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Goal Based Investment Plan
₹ 19,999.99- 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
- Mode of Delivery: E-mail
- Estimated Delivery Time: 3-4 weeks
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
Mutual Fund Recommendation
₹ 11,800.00- 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
- Fee Payment Frequency: Annual