Plans and Pricing
Home > Pricing| BASIC FREE | PREMIUM 2499 |
Portfolio Review
16999
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GOLD
24999
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| Renewal | 10% Off | 25% Off | 25% Off | |
| Financial Plan Creation | ||||
| Discover Goals & Goal Planning | ||||
| Investment Portfolio Planning | ||||
| Goal/Insurance/Retirement Advice | ||||
20+ pages of Premium Financial Plan Report
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| Human Touch - Expert Review | ||||
| Direct Access to the Financial Advisor | ||||
| Detailed Review of Your Current Portfolio (Go/No-Go Decisions) |
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| Personal meeting with our Co-Founders (Video Call or In Person) |
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| NRIs Included | ||||
| Recommendations on Right Investment Assets (Real Estate, MF, Stocks, Other Debt) |
(Only Stocks & MF) |
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| Personalized Goal Planning & Review by Expert (Followup) |
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| Expert Review & Comments on Financial Plan | ||||
| Recommendations on Right Insurance Plans (Health & Life) |
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| Recommendations on Tax Planning | ||||
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Detail Personalized Financial Planning Report View Sample Report |
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| Followup Personal Q/A with the Co-Founders on Chat | ||||
| Renewal - Financial Plan Review | 10% off | 20% off | 25% off | |