Comprehensive Financial Planning

Suitability: Early-career individuals

1. Emergency fund planning
2. Life insurance
3. Health insurance
4. Liquidity planning
5. Risk profiling
6. Review of insurances
7. Review of investments
8. Goal-based investment plan (Max 3 goals)
9. Need-based consultation
10. Two discussion sessions

Delivery Time: 3 weeks

Suitability:  Single or double income family / Mid-career professionals / Retirees

1. Emergency fund planning
2. Financial state analysis
3. Insurance planning
4. Loan management
5. Investment planning
6.  Life goals Identification & Feasibility analysis
7. Tax-efficient investment advice
8. Retirement planning
9. Cash flow analysis
10. Tax planning
11. Need-based consultation
12. Three discussion sessions

Annual Fee* : Rs. 24,000 to Rs. 36,000

Delivery Time:  3-4 weeks

*Depends on the complexities involved.

Suitability:   Sophisticated /  Do It Yourself (DIY) Investors

1. All features of the Value Plan
2. Portfolio tracking
3. Portfolio rebalancing
4. Bi-annual review
5.  Unlimited Consultation
6. Six Discussion sessions

Delivery Time:  4-5 weeks

1. Review of plan
2. Risk profiling
3. Progress reports
4. Personalized guidance to stay on track
5. Discussion session (1 hour )

1. Review of plan
2. Risk profiling
3. Progress reports
4. Review of life goals
5. Portfolio review & Rebalancing
6. Follow up review
7. Personalized guidance to stay on track
8. Discussion sessions (2 hours)

Annual Fee* : Rs. 16,000 to Rs. 24,000

*Depends on the complexities involved.

1. Review of plan
2. Risk profiling
3. Progress reports
4. Review of life goals
5. Incorporating life situation changes
6. Portfolio review
7. Investment advice
8. Rebalancing of portfolio
9. Portfolio tracking
10. Bi-annual review
11. Discussion sessions (4 hours)