Services

Financial Planning

Tax planning, Investment Planning, Insurance Discussion

Tax Planning for Salaried

Starting Rs.5000

Tax planning for a salaried professional.

This includes

building a tax template as per the salary
determining the most optimized way to save tax
recommending products to use for tax savings

Investment Planning

Starting Rs.10000

Investment Planning for any individual / couple / family.

This includes

Cleanup of portfolio
Emergency Fund
Goal based SIP investment advice

Insurance Discussion

Starting Rs.2000

Setting up insurance for individual / family.

This includes

Review existing insurance
Determining parameters to assess insurance.
Recommending best suited products

Retainer Model - Renewal (Yearly)

Starting Rs.5000

We continue to be your financial advisor

This includes

Periodic review (quarterly / half yearly)
Adhoc financial discussion / advice