Services ►

Benefits and Fees ▼
Investment Planning
(IP)
Investment Growth
Retirement Planning
(RP)
Retirement Corpus
Basic Financial Planning
(BFP)
Basic Combined Design of Personal Finance
Comprehensive
Fin. Planning
(CFP)
All-inclusive Combined Plan
● Getting Organised with Financial Data
● Getting Full Picture of Current Financial Situation
● Investment Portfolio Statements
● Investment Planning
● Creation of Wealth Corpus
● Planning for Children’s Education/Marriage
● Planning for House Purchase, One More Optional Goal
● Retirement Planning
● Cashflows Statement
● Health Insurance Planning
● Life Insurance Planning
● Other General Insurance Planning
● Contingency Fund Planning
● Income Tax Planning
● Planning for Other Financial Goal(s)
● Asset & Liability (Networth) Statement
● Debt Management
● Estate Planning
● Goal Costs Statement; Goal Funding Map
● 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* (Rs.) - For 1st Year Financial Plan Preparation:9,000/-10,500/-12,500/-15,000/-

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Notes on Service Fee* Discount in fee, inversely proportional to income level (for IP, RP and BFP services), is available to those with annual family income up to Rs 6 lakh, at planner's discretion.
* 50% of fee is payable in advance, the balance is payable when financial 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.)