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 (2 hours)

Delivery Time: 3 weeks

Annual Fee* : Rs. 16,000 to Rs. 20,000

Delivery Time:  2-3 weeks

*Depends on the complexities.

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

1. Emergency fund planning
2. Financial state analysis
3.  Cashflow management
4. Insurance planning
5. Loan management
6. Prioritization of life goals & investment planning
7. Tax planning & tax-efficient investment advice
8. Retirement planning
9. Estate planning
10. Annual review
11. Need-based consultation
12. Four discussion sessions (4 hours)

Annual Fee* : Rs. 22,000 to Rs. 28,000

Delivery Time:  3-4 weeks

*Depends on the complexities.

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 (6 hours)

Delivery Time:  4-5 weeks

1. Review of plan
2. Risk profiling
3. Progress reports
4. Personalized guidance to stay on track
5. Two discussion sessions (2 hours)

Annual Fee* : Rs. 10,000 to Rs. 14,000

*Depends on the complexities.

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. Three discussion sessions (3 hours)

Annual Fee* : Rs. 14,000 to Rs. 16,000

*Depends on the complexities.

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. Four discussion sessions (4 hours)