Pricing
We are a Fixed-Fee Registered Investment Adviser and our fees are not linked to your net-worth or your current investment value.
Holistic Financial Planning
Value Plan
Ideal for DIY investors who prefer managing their investments independently
Fees:
Indian Residents: ₹20,000
NRIs: ₹24,000
Duration: 6 Months
Services Included:
- Risk Profiling
- Net Worth Assessment
- Goal-Based Financial Planning
- Retirement Planning
- In-depth Review of Existing Investments & Insurance
- Regular vs Direct Plan Impact Analysis
- Insurance Gap Advisory
- Loan Management Guidance
- One-time Implementation Review
Premium Plan
Ideal for new investors who need guidance or busy professionals looking for hassle-free financial planning
Fees:
Indian Residents: ₹24,000
NRIs: ₹28,000
Duration: 6 Months
Services Included:
- Everything included in the Value Plan
- Ongoing Advisory Support
- Detailed walkthrough and guidance on investing in Mutual Funds
Financial Health Check-Up
(Renewal Plan)
Value Plan
Fees:
Indian Residents: ₹12,000
NRIs: ₹15,000
Duration: 12 Months
Half-Yearly Portfolio Review
Premium Plan
Fees:
Indian Residents: ₹15,000
NRIs: ₹18,000
Duration: 12 Months
- Half-Yearly Portfolio Review
- Ongoing Advisory Support
- Detailed walkthrough and guidance on investing in Mutual Funds
Mutual Fund Portfolio Check-Up
Fees: ₹8,000
Duration: 1 Week
Services Included:
- In-depth Review of Existing Mutual Fund Portfolio
- Regular vs Direct Plan Impact Analysis
- Mutual Fund Suitability Assessment based on Risk Profiling
- One consultation call (1 hour) to discuss recommendations
Value-Added Services
- Tax Filing
- Will & Estate Filing