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Personalized advisory services
Investment and tax related decisions can make a huge difference in your finances over a period of time. One mistake and you could lose a lot
of money and peace of mind. Unfortunately there are no generic recommendations which you can follow blindly and decisions should be made
based on your unique situation.
InvestmentYogi has a panel of highly qualified and experienced tax experts and financial advisors who will assist you in your quest for making
smarter investments and saving more tax. Our objective is your long term financial well being and our advice is absolutely unbiased.
We are one of the trendsetters in online financial advisory in India.
Do you have questions related to tax saving, investment options, saving instruments etc? Our expert will answer all your queries.
How does it work?
- You make the payment
- Provide the required details in the form
- An expert will be assigned to you
- You will be called by the expert and query resolved
- Call lasting a maximum of 15 minutes
- Please remember that we do not provide stock tips
@ Rs 199/-
Do you have questions related to tax saving, investment options,
saving instruments etc? Our expert will answer all your queries (For US bases NRIs only)
How does it work?
- You make the payment
- Provide the required details in the form
- An expert will be assigned to you
- Call lasting a maximum of 15 minutes
- Remember that we do not provide stock tips
@ Rs 1499/-
Wrong investment decisions can cost you a lot of money. Our experts will advise you on the ideal asset allocation, most suited funds and saving instruments for you.
How does it work?
- You make the payment
- Provide the required details in the form
- An expert will be assigned to you
- There will be a follow up call to understand your situation better.
- The plan with specific recommendations will be delivered within 5 working days.
- There will be another follow up call for detailed explanation.
@ Rs 1,499/-
Financial planning is a comprehensive exercise wherein your current financial situation will be evaluated along with your goals and aspirations. A detailed plan will be made which will take care of your investment needs, insurance and tax planning.
How does it work?
- You make the payment
- Provide the required details in the form
- An expert will be assigned to you
- There will be a follow up call to understand your situation better.
- The plan with specific recommendations will be delivered within 5 working days.
- There will be another follow up call for detailed explanation.
@ Rs 3,999/-
By doing tax planning much in advance you can save a handsome amount in taxes and wrong investment decisions. Do not postpone this activity for the last moment. Highly recommended for salaried professionals
How does it work?
- You make the payment
- Provide the required details in the form
- An expert will be assigned to you
- There will be a follow up call to understand your situation better.
- The plan with specific recommendations will be delivered within 5 working days.
- There will be another follow up call for detailed explanation.
- Please remember that tax optimization is not possible in all cases
@ Rs 749/-
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