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Choose your pricing plan

  • Premium Plan

    10,000₹
    Every year
    Plan serves as a foundational service offering financial guidance and implementation.
     
    • 1. Comprehensive Financial Plan
    • 2. Customized Investment Plan
    • 3. Two free reviews in the year
    • 4. Existing Portfolio Realignment
    • 5. Online Portfolio Access
    • 6. Portfolio Management Services
    • 7. Free Mutual Fund Transaction for the year
    • 8. Insurance Planning

  • Platinum Plan

    15,000₹
    Every year
    Tailored financial advice, premium support, exclusive benefits.
     
    • 1. Comprehensive Financial Plan
    • 2. Existing Portfolio Realignment
    • 3. Quarterly portfolio review
    • 4. Two ITR Filings
    • 5. Basic tax consulting & Tax Planning
    • 6. Online Portfolio Access
    • 7. Portfolio Management Services
    • 8. Free Mutual Fund Transaction for the year
    • 9. Insurance Planning
    • 10. Back-end support in terms of advance payment
    • 11. Document Management

  • Elite Plan

    20,000₹
    Every year
    Personalized guidance, top-tier service, exclusive advantages.
     
    • 1. Comprehensive Financial Plan
    • 2. Existing Portfolio Realignment
    • 3. Monthly portfolio review
    • 4. Two ITR Filings
    • 5. Basic tax consulting & Tax Planning
    • 6. Online Portfolio Access
    • 7. Portfolio Management Services
    • 8. Free Mutual Fund Transaction for the year
    • 9. Insurance Planning
    • 10. Back-end support in terms of advance payments
    • 11. Document Management
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