Pricing
Our Services
Service Listing
Financial Planning
Asset Allocation
Comprehensive Financial Planning Solutions
Protection analysis
Cash flow analysis
Investment recommendations to achieve Financial Goals
Investment recommendations
Services
MF Review
Research Based Recommendations (MF, Gold, FD)
Transaction Assistance
Insurance Recommendations
Monthly Calls
Dedicated Relationship Manager
Meeting Frequency
FP Tracking
Free FP Review
Regular Market Updates
Product Information
Reports
Free access to Portfolio Tracker
Portfolio Reporting Frequency
SIP Expiry report
Expertise
Asset Allocation Review
Quarterly Portfolio review with Performace
Service Fee*
Bronze
Yes
Yes
Yes
Yearly
Yes
Half Yearly
Yes
5,000- Per Annum
Silver
Yes
Yes
Yearly
Yes
Half Yearly
Yes
- 5,000
- Per Annum
Gold
Yes
Yes
Yes
Yes
Yes
Quarterly
Yes
Quarterly
Yes
Yes
- 10,000
- Per Annum
Platinum
Yes
Yes
Yes
Yes
Yes
Yes
Monthly
Yes
Monthly
Yes
Yes
Yes
- 15,000
- Per Annum
*Service tax will be charges in addition @ 12.36% when applicable.
*Registration and Setup fee of Rs.5000/- applicable on First Year.
