Starter Plan

Detailed Financial Plan

 

 

  • Risk Profiling
  • Review of existing assets and liabilities
  • Counseling 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

Suitability: Young earners

Fees: Rs 25,000, including GST

 

 

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 engagement period
  • Mode of Delivery: E-mail
  • Estimated Delivery Time: 3-4 weeks

Fees: Rs 36,000, including 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
  • Portfolio Rebalancing - ongoing
  • Unlimited Free Consultation throughout the engagement period
  • Mode of Delivery: E-mail
  • Estimated Delivery Time: 3-5 weeks

Fees: Rs 47,000, including GST

 

Fee Schedule and Renewals

  • The fees above apply from July 17, 2023
  • The fees are for a period of 2 quarters, and are payable in advance
  • Retainer option available for the next two quarters - Fees are about 15-18% of the Plan fees

Renewals

Renewal in subsequent years are about 50% of the Plan fees.  Renewals include a complete review of the plan, updates to the plan to reflect changes in the preceding period, rebalancing advice, and additional analysis tools. (Renewals would also follow the plan period + retainer period model.)

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."