Comprehensive Financial Plan
₹ 45,000.00
- 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
- Consultation for 1 year
- Mode of Delivery: E-mail
- Estimated Delivery Time: 4-5 weeks
Related products
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Mutual Fund Recommendation
₹ 30,000.00- 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
-
Goal Based Investment Plan
₹ 35,000.00- 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
- Consultation for 1 year
- Mode of Delivery: E-mail
- Estimated Delivery Time: 3-4 weeks
