Comprehensive Financial Planning

Customized Plan is created by our experienced Certified Financial Planners after understanding your financial situation and needs. The financial goal plan which includes contingency for better money management, risk coverage (life insurance, health insurance, travel insurance, home insurance, fire insurance), education planning (higher education in India/Abroad), goal planning, retirement planning, and estate planning.

Step 1: We understand your financial situation, your relationship with money, your financial goals, risk tolerance, and return expectations​.

Step 2: Based on our discussion we develop a personalized financial plan by your qualified CFP.

Step 3: We assist you in strategizing your portfolios per your financial goals, streamlining your existing investments, and KYC updates, and monitoring your portfolio as per plan in Quarterly Reviews.

Step 4: We walk your journey to financial freedom- alongside you. Provide you with regular updates, custom researched recommendations in your investments in India as well as money invested abroad.

Pricing

Resident Indians: INR 75,000/- * annual fee as per the complexity of the plan.

Non-Resident Indians: INR 1,25,000/- * annual fee as per the complexity of the plan.​

*(GST payable on base fee)

On renewal of annual service, the fee payable will be based on Assets Under Advisory (AUA)