FINANCIAL PLAN
Choose a plan according to your need & features
- Basic Plan
Basic plan gives clear picture of following features.
- Individual Risk Profile
- Personal Net Worth
- Where You Stand Now
- Goal Analysis & Suggestions
- Insurance Need Analysis
- I Want To Plan
- Standard Plan
All Basic plan features add on following features.
- Debt management
- Cash Flow Management
- Goal Management
- Asset Allocation
- Protecting Your Resources
- I Want To Plan
- Comprehensive Plan
All Standard plan features add on following features.
- Investment Objectives
- Model Asset Allocation
- Portfolio Recommendation
- Annual Cash flow Statement
- Annual Invested Surplus
- I Want To Plan
