Icon times

Plans and Pricing

Home > Pricing
  BASIC FREE   PREMIUM 999 per year personal meeting label indication Portfolio Review 34999 per year personal meeting label indication GOLD 49999 per year
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
  • Names of suggested Mutual Fund Schemes & Insurance Plans
  • Proposed Asset Allocation
  • Emergency & Goals & Tax & Insurance Plan
  • Complete Future cash flow calculations
View Sample Report
Human Touch - Expert Review
Direct Access to the Financial Advisor  
Detailed Review of Your Current Portfolio
(Go/No-Go Decisions)
Personal meeting with our Co-Founders
(Video Call or In Person)
NRIs Included  
Recommendations on Right Investment Assets
(Real Estate, MF, Stocks, Other Debt)
(Only Stocks & MF)
Personalized Goal Planning & Review by Expert
Expert Review & Comments on Financial Plan    
Recommendations on Right Insurance Plans
(Health & Life)
Recommendations on Tax Planning  
Detail Personalized Financial Planning Report
View Sample Report
Followup Personal Q/A with the Co-Founders on Chat  
Renewal - Financial Plan Review 10% off 20% off 25% off


Buy now

Buy now

Buy now



Mutual Fund Reviews

Income Tax
Knowledge Book

DIY Financial Planning
Knowledge Book

7499 2999 2999 999 999
Deep research methodology with backbone of our products - Stock-O-Meter & MFYadnya
5+ Stock analysis videos per month
Transparent & comprehensive review of all major equity funds
A complete India's income tax related knowledge book
Step by step do-it-yourself financial planning knowledge book
Monthly Monitoring & Quarterly Rebalancing & Review of Portfolios
Montly update of the review & information
Weekly updates on tax related changes
Weekly updates with new case studies & news
Conservative, Moderate & Growth Portfolios
Reference Powerpoints
Full access to all the information - MF basics, reviews, category summary & comparison
Full access to all the information - forms, videos, infographics, calculators
Full access to all the information - calculators, templates, infographics, videos
Strategic & Long Term approach with tactical views
Access to archives videos & material
Index & EFT reviews
Buy now Buy now Buy now Buy now Buy now
Chat on WhatsApp
Caret UP Arrow
InvestYadnya Support
Typically replies in minutes
InvestYadnya Support
Hi there
Welcome to InvestYadnya.
We are available to assist you on WhatsApp.
Please click on the button below to chat with us.
(10 AM to 7 PM IST)
Chat with InvestYadnya