Choose Your Best Suitable Plan

Rs.2,500 Per Consultation (inc all taxes and charges)

• 90 Minutes Discussion per Meet with the SEBI Certified Registered Investment Advisor


• Risk Profiling


• Goal Creation and Analysis/Existing Portfolio Analysis


• Insurance Need Analysis

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Rs.6,000 Per Consultation (inc all taxes and charges)

• Debt Management


• Cash flow Management


• Multiple Goal planning


• Allocation of available Resources / Assets to goals


• Protecting Planning

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Rs.17,000 Per Consultation (inc all taxes and charges)

• Advanced and Comprehensive Financial Planning


• Multi Asset Allocation


• Portfolio Recommendations


• Annual Goal Achievement summary

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Annual fee payable Quarterly based on services availed

• Existing Portfolio Advisory services, Analysis and Guidance
 
• Monthly Portfolio Statement with Online Portfolio Access
 
• Monthly Comprehensive Portfolio Report
 
• Monthly Meets with Registered Investment Advisors
 
• Periodical Review & Rebalancing of Portfolio
 

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