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

Comprehensive Financial Planning

Indicated fees are inclusive of taxes

Starter Plan

₹ 20,000

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. Discussion/knowledge-sharing sessions (2 hours)

Delivery Time: 3 weeks

Value Plan

₹ 24,000

Suitability:  Family / Mid career professionals / Retirees

  1. Emergency fund planning
  2. Financial state analysis
  3. Insurance planning
  4. Loan management
  5. Investment planning
  6.  Identification of goals & prioritization
  7. Tax efficient investment advice
  8. Retirement planning
  9. Cash flow analysis
  10. Follow up meeting
  11. Ongoing advisory support
  12. Discussion sessions (3 hours)

Delivery Time:  3-4 weeks

Premium Plan

₹ 42,000

Suitability:   Sophisticated Investors / DIY investors

  1. Emergency fund planning
  2. Financial state analysis
  3. Loan management
  4. Review of insurances
  5. Review of investments
  6. Asset allocation strategy
  7.  Identification of goals & prioritization
  8. Tax efficient investment advice
  9. Retirement planning
  10. Cash flow analysis
  11. Portfolio tracking
  12. Portfolio rebalancing
  13. Guidance for DIY investing
  14.  Unlimited Consultation 
  15. Bi-annual review
  16. Discussion/Education sessions (6 hours)

Delivery Time:  4-5 weeks

Retainer Plans & Fees for Second Year

Indicated fees are inclusive of taxes

Starter Plan

12,000

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

Value Plan

15,000

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

Premium Plan

30,000

  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
  8. Investment advice
  9. Rebalancing of portfolio
  10. Portfolio tracking
  11. Bi-annual review
  12. Discussion sessions (4 hours)


Financial planning process (4 weeks)

Financial planning process-Download

Testimonials from my clients

Want to know more about my advisory services?

Click here to schedule your initital meeting with me

Leave us a message and we will respond as soon as possible.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

I want to have detailed discussion

Bangalore, Karnataka, India

Connect With Us

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. 

  • Blog
  • SCORES for complaints
  • Online Dispute Resolution

Powered by