Affordable Financial Service Plans with
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Current Offer:50% Off On Holistic & Post-Retirement Planning

SEBI-Registered | Fee-Only Model | 100% Unbiased Advice

Sl. No. SERVICES Holistic Financial Planning
 Post-Retirement Planning
(Retirement Distribution)		 Mutual Fund Portfolio Audit
1. Goal-Based Investment Planning ✓ × ×
2. Retirement Planning Accumulation Phase ✓ ✓ ×
3. Retirement Planning Distribution Phase ✓ ✓ ×
4. Risk Planning ✓ ✓ ×
5. Emergency /Contingency Planning ✓ ✓ ×
6. Cash Flow Analysis ✓ ✓ ×
7. Existing Investment Analysis ✓ ✓ ×
8. Debt/Loan Advisory ( 1 Credit Report ) ✓ ✓ ×
9. Estate And Will Planning ✓ ✓ ×
10. Tax Planning ✓ ✓ ×
11. Advance Tax (Per Quarter) ✓ ✓ ×
12. ITR Filing ✓ ✓ ×
13. 4 FP Achievement Review Meetings ✓ ✓ ×
14. Annual Planning ✓ ✓ ×
15. Plan 360 Platform Access ✓ ✓ ×
16. Risk Profiling ✓ ✓ ×
17. Personalized WhatsApp Group ✓ ✓ ×
18. Query Solving Support ✓ ✓ ×
19. Execution Support ✓ ✓ ×
20. Two Dedicated Financial Planners ✓ ✓ ×
21. 1 Portfolio Review Meeting ✓ × ×
22. Performance Report Of MF ✓ ✓ ✓
23. Analytics Report Of MF ✓ ✓ ✓
Fee Structure Rs. 80,000 + 18% GST Rs. 99,999 + 18% GST Rs. 4,499 + 18% GST
Annual Fee Structure & Renewal
(Assets Including NPS and Mutual Fund) Plus 18% GST applicable
Rs. 0 – Rs. 10 Cr1%
Next Rs. 25 Cr0.8%
Next Rs. 60 Cr0.60%
Above Rs. 60 Cr0.4%
Rs. 0 – Rs. 10 Cr1%
Next Rs. 25 Cr0.8%
Next Rs. 60 Cr0.60%
Above Rs. 60 Cr0.4%
 Not Applicable
About the Plan One-time fee + AUM-based Plan One-time fee + AUM-based Plan One-time Fee