Elite | Priority | |
Min. Fee For Six Months | ₹ 18,000 + GST | Flat fee/ Custom Pricing |
Pricing | Starts at 0.6% of Assets under advice | Custom Flat Fee |
| Get started | Get started | |
Financial Tools | ||
Money Manager |  | |
Financial Planning tools | | |
Expense Tracker | | |
Personal Finance Alerts | | |
Knowledge & Training | ||
Knowledge Sessions | | |
Personal Finance Workshops | | |
Financial Advice | ||
Financial Advisor Guidance | | |
Dedicated Investment Advisor | | |
Unlimited interactions with Advisory team/Dedicated Advisor & Research team | | |
Periodical Review | | |
Financial Decisions Support | | |
Exclusive Wealth Strategies | | |
Tax Planning | | |
Financial Advice and Support for family members | | |
Investment Portfolio | ||
Personalised portfolio & monitoring | | |
Advise across all financial products like MFs ETFs Bonds, REITS, Direct Equity, International Funds, Structured products etc. | | |
Quarterly portfolio review | | |
Support by Dedicated Advisor | | |
Access to Research team | | |
Dedicated Operational Support | | |
Financial Tools | Financial Tools | |
Money Manager | Money Manager | |
Financial Planning tools | Financial Planning tools | |
Expense Tracker | Expense Tracker | |
Personal Finance Alerts | Personal Finance Alerts | |
Knowledge & Training | Knowledge & Training | |
Knowledge Sessions | Knowledge Sessions | |
Personal Finance Workshops | Personal Finance Workshops | |
Financial Advice | Financial Advice | |
Financial Advisor Guidance | Financial Advisor Guidance | |
Dedicated Investment Advisor | Dedicated Investment Advisor | |
Unlimited interactions with Advisory team/Dedicated Advisor | Unlimited interactions with Advisory team/Dedicated Advisor | |
Periodical Review | Periodical Review | |
Financial Decisions Support | Financial Decisions Support | |
Exclusive Health Strategies | Exclusive Health Strategies | |
Tax Planning | Tax Planning | |
Financial Advice and Support for family members | Financial Advice and Support for family members | |
Investment Portfolio | Investment Portfolio | |
Personalised portfolio & monitoring | Personalised portfolio & monitoring | |
Advise across all financial products | Advise across all financial products | |
Quarterly portfolio review | Quarterly portfolio review | |
Support by dedicated Advisor | Support by dedicated Advisor | |
Dedicated Operational Support | Dedicated Operational Support |
Plan 1 |
Plan 2 |
Plan 3 |
Plan 4 |
₹ 750 |
₹ 1,250 |
₹ 2,500 |
₹ 4,500 |
| Buy Now | Buy Now | Buy Now | Buy Now |
| Single Form 16 |
Single Form 16 |
Single Form 16 |
Single Form 16 |
| House Property Income |
House Property Income |
House Property Income | |
| Capital Gains from sale of property, equity and mutual funds |
Capital Gains from sale of property, equity and mutual funds | ||
| Income earned outside India | |||
| Income earned in NRE/NRO accounts | |||
| Buy Now | Buy Now | Buy Now | Buy Now |
