Pricings
Pricings
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
Our most popular plan which covers the following:
Net-worth Assessment
Retirement Planning
Risk Profiling
Insurance Adequacy
Goal-based Investing
One-time review of the financial plan before the end of 6 months
On-going support on all finance-related matters
Duration: 6 months.
Pricing: For Indian Resident Individuals – Rs. 18,000
For NRIs: Rs. 22,000
Pricing: For Indian Resident Individuals – Rs. 18,000
For NRIs: Rs. 22,000
On-going Financial Health Check-up
Post holistic financial planning, we offer on-going financial health check-up to ascertain how your investments are performing as against their
goals and provide suggestion for portfolio re-balancing.
Investment review against the agreed upon financial
goals every 6 months
Recommended changes in investments,
if needed
Updating your financial plan on account of material financial changes (job change, marriage, kids, etc)
On-going support on all finance-related
matters
Duration: 12 months
Pricing: For Indian Resident Individuals – Rs. 10,000
For NRIs: Rs. 12,000
Pricing: For Indian Resident Individuals – Rs. 10,000
For NRIs: Rs. 12,000
Financial Planning Sessions / Training / Seminars
We also conduct financial planning sessions,
seminar and comprehensive training on managing personal finance for Corporates, Educational
Institutions, Social Groups, etc. Fees for the same is decided on case-to-case basis.
