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    • About
    • My Story
    • Testimonials
    • Services
    • Get in Touch
    • SEBI Disclosures
    • Blog
  • Home
  • About
  • My Story
  • Testimonials
  • Services
  • Get in Touch
  • SEBI Disclosures
  • Blog

Advisory Services

Financial planning

  • Emergency fund planning
  • Financial state analysis
  • Loan management
  • Insurance planning
  • Investment planning
  • Goal prioritization
  • Retirement planning 
  • Tax planning
  • Cash flow analysis
  • Estate planning
  • Knowledge sharing
  • Need-based consultancy
  • Engagement period: One year


Retainer plan

  • Review of financial plan
  • Risk profiling
  • Review of life goals
  • Tracking progress & performance of investments
  • Review of the investment portfolio
  • Review of asset allocation plan
  • Portfolio rebalancing
  • Advice on new  investments
  • Need-based consultancy
  • Engagement period: One year

One-time Advice

This service is given in any one or combination of the following advisory services:

  • Concise financial plan
  • Review of the current plan
  • Review of  current MFs & stocks
  • Building an investment strategy by cleaning unwanted products
  • Review of Insurances
  • Loan management
  • Taxation aspects
  • Engagement period: 12 weeks

Fees and Charges

Financial planning

Financial planning advisory fees range from Rs. 20,000 to Rs. 36,000 a year. 

This is a fixed fee and based on the client's life stage & complexity involved in the planning.

Single-mother family discount -10%

Retainer plan

The retainer fee is a fixed fee and is based on the fees paid in the first year.

One-time Advice

The one time financial advice fees will be charged on an hourly basis @ Rs. 2000/hour.

Financial planning process (4 weeks)

Financial planning process-Download

Testimonials from my clients

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Bangalore, Karnataka, India

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J SATHEESH KANNAN

Registered Investment Adviser With SEBI

(Registration Number: INA200013503) 

Registration Type - Individual

Validity -Perpetual

 SEBI – Bengaluru Local Office 

Address- # 80/1 1st Main Road, B Channasandra, BANGALORE, KARNATAKA, 560016 

Contact Mail IDs - jrmskannan@gmail.com & info@finintellect.in

 
Registration granted by SEBI, membership of BSE Administration and Supervision Limited (BASL) and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the Investment Adviser or provide any assurance of returns to investors. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. 

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