Services ►

Benefits and Fees ▼
Investment Planning Investment GrowthRetirement Planning Retirement CorpusBasic Financial Planning Basic Combined Design of Personal FinanceComprehensive
Fin. Planning
All-inclusive Combined Plan
Services ►Investment Planning
Retirement Planning
Basic Financial Planning Comprehensive
Fin. Planning
● Getting Organised with Financial Data
● Getting Full Picture of Current Financial Situation
● Investment Planning
● Creation of Wealth Corpus
● Planning for Children’s Education/Marriage
● Planning for House Purchase, One More Optional Goal
● Retirement Planning
● Health Insurance Planning
● Life Insurance Planning
● Other General Insurance Planning
● Contingency Fund Planning
● Income Tax Planning
● Planning for Other Financial Goal(s)
● Debt Management
● Estate Planning
● Next 1-Year Income Allocation, 5-Years Cashflows
● One Year Action & Follow-up Plan; Proper Guidance in Implementing Action Points
● Consulting Support for 12 Months w.r.t. the Service Received
Service Fee* (1st Year Financial Plan Preparation)
● For Annual Family Income Above Rs 10 Lakh -11,000/-11,000/-13,000/-16,000/-
● For Annual Family Income Up To Rs 10 Lakh - Discount in fee, varying oppositely to income level, is available at planner's discretion.
...No one should get deprived of Financial Planning Service just due to Non-Affordability of Fee.
* 50% of fee is payable in advance, the balance when plan is presented.

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We can suggest the right service for you based on your requirements – CLICK HERE TO INFORM YOUR REQUIREMENTS AND KNOW THE RIGHT SERVICE TO MEET THESE

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The real benefits of Financial Planning to investor client comes from its Process. The Process of our Financial Planning service is quite elaborate and covers various steps categorised under 4 heads – CLICK HERE TO SEE OUR COMPLETE SERVICE PROCESS

 

Why pay Fee for our Financial Planning Service – READ HERE

 

(Disclosure: We DO NOT sell any financial products, nor do we have any tie-up with any company or individual for the same. Hence we DO NOT earn any remuneration (like commission) other than the planning fee from our clients.)