We believe that our success is measured by our client’s success.
50% Less Fee
We charge around 50% less fee that our counterparts in the financial industry.
No Differential Fee
No Differential fee is charged based on your residential status or net worth.
Seamless Onboarding
We ensure seamless onboarding. No excel sheets, no signing contracts manually.
Fee-Only
Compensated only with the fee clients pay directly, not earning commissions by any means.
Our Services
We offer comprehensive financial planning at a flat fixed fee. We do not charge differential fees based on your net worth or residential status.
Comprehensive Financial Planning
Flat Fixed Fee
Rs. 10,000
per year
Questions before you start?Contact Us
Your goals & money map
- Risk profiling
- Your goals and what you can afford (retirement, child education, home, vacation, vehicle etc)
- Review of investments & loans
Your investments
- How much to invest in equity vs debt – Goal Based
- Detailed investment plan for direct mutual funds and debt instruments, with exact scheme names
- Exit from investments that are not growing
Your protection
- Review of life & health cover – Is your cover enough
- Existing life policies: surrender or continue
- Which term & health plan to buy, with exact policy names
Tax & ongoing support
- Choices that save you tax
- A full year of guidance
- Mode of Delivery: Online
- Estimated Delivery Time: 10-15 Days
*We do not accept clients having net worth of more than 3 Crores.
*Net Worth = Net Assets (other than self-occupied home) – Net Liabilities
The fee for renewal – Rs. 6,000/- per year (The renewal fee will increase by 1000/- once in 2 years.)