Advisory Services

• 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

• 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

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

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%

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

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