Services & Fees
A structured view of the planning and advisory services offered, including what each engagement covers and how pricing works.
Comprehensive Financial Planning
A structured financial planning engagement that helps you organize your finances, define your goals, and create a roadmap for achieving them.
- Goal Planning
- Cash Flow Analysis
- Risk Profiling
- Asset Allocation
- Investment Strategy
- Insurance Review
- Tax Planning Guidance
- Written Financial Plan
Suitable for individuals and families seeking clarity, structure, and a long-term financial strategy.
Ongoing Investment Advisory
Regular portfolio monitoring and advisory support to ensure your investments remain aligned with your goals, risk profile, and changing financial circumstances.
- Portfolio Reviews
- Asset Allocation Monitoring
- Rebalancing Recommendations
- Progress Tracking
- Plan Updates
- Ongoing Advisory Support
Suitable for investors who want professional guidance and accountability over the long term.
Fees / Pricing
Comprehensive Financial Planning
₹10,000
Includes:
Goal planning, risk profiling, written financial plan, implementation guidance, and recommendations.
Ongoing Investment Advisory
₹6,000 per year
Includes:
Portfolio reviews, rebalancing recommendations, progress tracking, and ongoing advisory support.
*GST applicable as per prevailing rates.