Plans and Pricing
Home > Pricing| BASIC FREE | PREMIUM 2499 |
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24999
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| Yearly Renewal | 10% 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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| 5 Personal Finance Questions Answered By Experts (Followup) |
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| Expert Review & Comments on Financial Plan | |||
| Recommendations on Right Investment Assets (Real Estate, MF, Stocks, Other Debt) |
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| 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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| Detailed Personal Q/A Session with the Co-Founders | |||
| Personal meeting with our Co-Founders (Video Call or In Person) |
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| NRIs Included | |||
| Renewal - Financial Plan Review | 10% off | 25% off | |