Comprehensive Financial Planning & Fees

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. Investment strategy
9. Goal-based investment plan
10. Need-based review
11. Unlimited ongoing support
12. Discussion/ knowledge-sharing sessions (3 hours)

Delivery Time: 3 weeks

Suitability: Early-career individuals / Young couples. 

NRIs:  ₹ 24,000

1. Emergency fund planning
2. Financial state analysis
3. Insurance planning
4. Loan management
5. Review of insurances
6. Review of investments
7. Asset allocation strategy
8. Goals identification & prioritization
9. Tax efficient investment advice
10. Retirement planning
11. Cash flow analysis
12. Need-based review
13. Unlimited ongoing support
14. Discussion/knowledge-sharing sessions (4 hours)

Delivery Time:  4 weeks

Suitability:  Family with kid(s) / Mid & Late-career professionals / Retirees.

NRIs:  ₹ 28,000

1. Review of plan
2. Risk profiling
3. Progress reports
4. Review of life goals
5. Tracking life goals
6. Incorporating life situation changes
7. Portfolio review & rebalancing
8. Personalized guidance to stay on track
9. Need-based review
10. Unlimited ongoing support
11. Discussion/knowledge-sharing sessions (3 hours)

Note: The retainer advisory is available for past clients who have previously undergone the financial planning exercise with me.

NRIs:  ₹ 20,000