Elite
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Priority
|
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Comprehensive Financial Plan |
Prepared by our Advisory Team |
Prepared by a dedicated Advisor |
Track Family Portfolios |
Yes |
Yes |
Advice for Family Members |
Advisory team will provide advice to you and your family members as required. |
Advice will be given by dedicated advisor to you and your family members. |
Your Queries Answered By |
Advisory Team |
Your personal coach |
Money Manager |
Can add up to 50 auto-populate/statement upload accounts |
No limit on the number of accounts |
Auto-mode Expense Tracker |
Available |
Available |
Reports |
> Consolidated Family wealth report > Capital Gain/ Loss reports > MF Transaction reports > MF Portfolio Account Holdings Reports |
> Consolidated Family wealth report > Capital Gain/ Loss reports > MF Transaction reports > MF Portfolio Account Holdings Reports |
Portfolio Analysis |
Asset class-wise, Sector-wise and Return-wise analysis of your portfolio by Advisory team |
Asset class-wise, Sector-wise and Return-wise analysis of your portfolio by Dedicated Advisor |
Portfolio Execution |
Execution support by |
Execution support by |
Personal Finance Alerts |
E-mail and SMS alert facility for all important payments due, renewals and maturity. |
E-mail and SMS alert facility for all important payments due, renewals and maturity. |
Document Storage |
Complimentary high security storage facility to store your important documents. |
Complimentary high security storage facility to store your important documents. |
Advisory Support |
Advisory team is available on call. |
Dedicated Advisor is available on call. |
Additional Accounts |
If yours and your family’s financial accounts add up to more than 30, you can purchase this to add 20 additional accounts. |