Icon times
Investment Advisory Services - Investment Advisory Trends | Invest Yadnya

Plans and Pricing

Money Tree

Basic

FREE

Get Started

Premium

999

Buy Now

Portfolio Review

49999

Buy Now

Gold

74999

Buy Now
Basics
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
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
(Followup)
   
Expert Review & Comments on Financial Plan    
Recommendations on Right Insurance Plans
(Health & Life)
 
Recommendations on Tax Planning  
Detail Personalized Financial Planning Report
Sample Report
 
Followup Personal Q/A with the Co-Founders on Chat  
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)
16:10
Chat with InvestYadnya