Pricing Table


Recommended

Basic

DIY+

Platinum

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9,000 (50% OFF) 20,000 (64% OFF)

For those who want a dedicated advisor

Free

₹ 4,500* + GST

₹ 7,200* + GST

₹ 375 + GST/month Payable Annually

₹ 600 + GST/month Payable Annually

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Financial Tools

Money Manager

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Financial Planning tools

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Expense Tracker

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Personal Finance Alerts

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Knowledge & Training

Knowledge Sessions

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Personal Finance Workshops

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Financial Advice

Financial Advisor Guidance

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Dedicated Investment Advisor

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Unlimited interactions with Advisory team/Dedicated Advisor

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Periodical Review

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Financial Decisions Support

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Exclusive Wealth Strategies

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Tax Planning

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Financial Advice and Support for family members

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Investment Portfolio

DIY MF & Stocks portfolio with rebalancing alerts

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Personalised portfolio & monitoring

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Advise across all financial products

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Half yearly portfolio review

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Quarterly portfolio review

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Support by dedicated Advisor

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Support by Advisory team

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Dedicated Operational Support

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Financial Tools

Financial Tools

Financial Tools

Financial Tools

Money Manager

Money Manager

Money Manager

Money Manager

Financial Planning tools

Financial Planning tools

Financial Planning tools

Financial Planning tools

Expense Tracker

Expense Tracker

Expense Tracker

Expense Tracker

Personal Finance Alerts

Personal Finance Alerts

Personal Finance Alerts

Knowledge & Training

Knowledge & Training

Knowledge & Training

Knowledge Sessions

Knowledge Sessions

Knowledge Sessions

Personal Finance Workshops

Personal Finance Workshops

Personal Finance Workshops

Investment Portfolio

Financial Advice

Financial Advice

DIY MF & Stocks portfolio with rebalancing alerts

Financial Advisor Guidance

Financial Advisor Guidance

Unlimited interactions with Advisory team/Dedicated Advisor

Dedicated Investment Advisor

Periodical Review

Unlimited interactions with Advisory team/Dedicated Advisor

Financial Decisions Support

Periodical Review

Exclusive Wealth Strategies

Financial Decisions Support

Tax Planning

Exclusive Wealth Strategies

Financial Advice and Support for family members

Tax Planning

Investment Portfolio

Financial Advice and Support for family members

Personalised portfolio & monitoring

Investment Portfolio

Advise across all financial products

Personalised portfolio & monitoring

Half yearly portfolio review

Advise across all financial products

Support by Advisory team

Half yearly portfolio review

Dedicated Operational Support

Quarterly portfolio review

Support by dedicated Advisor

Support by Advisory team

Dedicated Operational Support

* AUM charges applicable on Mutual Funds, Stocks and Exchange Traded Funds(ETFs)

Compare Wealth Management Plans

Add-Ons

Additional Accounts

If yours and your family`s financial accounts add up to more than 50, you can purchase this to add additional financial accounts.

₹ 1000

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₹ 1000

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Plan 1

Plan 2

Plan 3

Plan 4

₹ 750

₹ 1,250

₹ 2,500

₹ 4,500

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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

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Add-Ons

Business Income

For Income Derived From Business * If you have income from a business, additional charges are applicable at Rs.1000 under section 44AD(8% or 6% of turnover for business)

₹ 1000

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₹ 1000

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Professional Income

For Income Derived From Business * If you have income from a profession, additional charges are applicable at Rs.1000 under section 44ADA(50% of Gross receipts for profession)

₹ 1000

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₹ 1000

Buy Now