Starter Plan

Detailed Financial Plan

  • Risk Profiling
  • Review of existing assets and liabilities
  • Counselling for removing unproductive assets
  • Assessment of Financial Goals (retirement, child education, home purchase, etc.) - 2 maximum
  • Prioritization of Financial Goals
  • Goal Affordability
  • Goal-based Investment Advice
  • Customized Asset Allocation
  • Emergency/Liquidity Planning
  • Mode of Delivery: E-mail
  • Estimated Delivery Time: 2-3 weeks

Fees: Rs 12,000 for 6 months, plus applicable GST

This plan is temporarily suspended

Value Plan

Holistic Financial and Investment Plan

  • All features of Starter Plan
  • No limit on number of goals
  • Review of existing mutual fund investments
  • Detailed Investment Advice (including mutual funds)
  • Investment in Mutual Fund Direct Plans
  • Review of Existing Life Insurance products; Review of existing Health and Disability Insurance
  • Life/Health/Disability Insurance Strategy & Recommendation
  • Tax efficient Investment Advice
  • Appropriate Free Consultation throughout the year
  • Mode of Delivery: E-mail
  • Estimated Delivery Time: 3-4 weeks

Fees: Rs 18,000 for 6 months, plus applicable GST

Premium Plan

Comprehensive Financial and Investment Plan, with Premium add-ons

  • All features of Value Plan
  • Additional assessment tools
  • Debt consolidation, counseling
  • Household Expense Management
  • Perfios Platinum account at no charge
  • Portfolio Rebalancing - ongoing
  • Unlimited Free Consultation throughout the year
  • Mode of Delivery: E-mail
  • Estimated Delivery Time: 3-5 weeks

Fees: Rs 24,000 for 6 months, plus applicable GST

 

Mutual Fund Transaction and Analysis

  • Optional service, independent of other plans
  • Platform for direct plans - Buy, Sell, Switch, SIP, et al
  • Portfolio Summary and Details
  • Transactions and Performance Analysis
  • Periodic Summary Report
  • Capital Gains Report (with ITR2 data)
  • Optionally track stocks, company deposits
  • Requires sharing of Consolidated Account Statement
  • Mode of Delivery: Online web platform

Fees: Temporarily suspended

 

Renewal Fees

6-monthly Renewal fees are 25% of the Plan fees, plus applicable GST. (For the first year, the renewal fees are 10% of the Plan fees) Renewals include a complete review of the plan, updates to the plan to reflect changes in the preceding period, and additional analysis tools.

Additional Information

Please contact us for other value-add offerings not covered above.

  • Financial and Investment planning for NRIs
  • Face-to-face meetings
We  offer our fee-only financial planning and investment advisory services to discerning clients.  Please share your contact information with us to get started.

"Nothing can stop the person with the right mental attitude from achieving their goal; nothing on earth can help the person with the wrong mental attitude."