Our process


Fee Pricing

Individual Financial Plan
₹20,000

  • 3-4 virtual meets
  • 60 days support
  • Access secure client portal
  • EV Risk Profiling
  • Secure your cash-flow
  • Optimise your tax savings
  • Tailor-made investments
  • Become financially independent
  • Portfolio review & recommendations
  • Resident Indians (RI)

Family Financial Plan
₹24,000 to ₹30,000

  • 5-6 virtual meets
  • 180 days support
  • Access secure client portal
  • EV Risk Profiling
  • Risk management for life’s uncertainties
  • Secure your children’s future
  • Retire in comfort
  • Investments aligned with your goals
  • FEMA compliance assistance (NRI)
  • Portfolio review & recommendations
  • Resident & Non-Resident Indians (RI & NRI)