Pricing Table


Elite

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Min. Fee For Six Months

₹ 18,000 + GST

Flat fee/ Custom Pricing

Pricing

Starts at 0.6% of Assets under advice

Custom Flat Fee
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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 & Research team

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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

Personalised portfolio & monitoring

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Advise across all financial products like MFs ETFs Bonds, REITS, Direct Equity, International Funds, Structured products etc.

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Quarterly portfolio review

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Support by Dedicated Advisor

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Access to Research team

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Dedicated Operational Support

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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

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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

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