SERVICES & fEES​

Why you need financial planning?

Everything we do in our daily life needs a plan, so does your finances. We study hard and work hard to earn a substantially good income. But what happens after we get our “Hard earned” money, practically we feel clueless and directionless because we are not taught how to deal and manage our money. 

If we don’t have a path we tend to travel in other’s path. So, many of us end up having bad financial habits like getting into EMI traps, having a lifestyle above our incomes etc.,. Image if you have a practical plan to spend and invest your money from day one of your first salary and if there is someone to guide and protect you from all the financial trap, your life would have been easier. 

Having a financial plan is all you need to take your first step towards financial freedom.

Check out the services &
Fees details

Single parent/Senior citizen

Annual fees + One-year ongoing support

12,000/-

+ Applicable GST

Indian Resident

Annual fees + One-year ongoing support

15,000/-

+ Applicable GST

Renewal services : Renewal fees is Rs. 7,500/- + Applicable GST from year two
Services Included : Risk profiling, Portfolio review, Asset rebalancing

Process

process image