Choose between the two!
01
COMPLETE FINANCIAL PLAN
This plan would comprise of-
1) Investment Plan
(Education, Marriage, House or any other goals would be covered)
2) Retirement Plan
3) Tax Plan
4) Insurance Plan
Alongside, you will receive, 2 FREE portfolio reviews!
Fees: It would roughly be between 1-1.5% of your total plan amount, depending on complexity. Eg- If you earn 3 lakhs annually, it will roughly cost ₹3000.
02
CONSULTANCY
You can schedule a paid consultation call with our financial advisers, who would guide you to take appropriate decisions to manage your personal finances!
Consultations can involve selecting/choosing-
1) Mutual Funds
2) Insurance Policies
3) Retirement Funds
Or related to Taxes!
Fees: A flat fee of ₹500 would be applicable.
How to make your Plan?
Once you decide which plan you need to make out of the 2 choices provided, you can fill in the details mentioned above, and type in your option you wish to choose.
Our team will then contact you via email/call.
a) In case you opt for a plan, you will be required to pay 50% of your chosen plan amount, with 500₹ charged during the first meet itself.
b) If you choose to opt for a consultancy call, then you will be required to pay the 100% of the amount mentioned.
Our team will then work on your plan and will let you know once it's ready.
Only applicable for a financial plan.
We will email you your plan and then you would pay the remaining of your balance due.
Only applicable for a financial plan