InvestmentYogi now offers the following financial planning services:
1) Basic Financial Plan for Rs. 5,000. This is a limited introductory offer.
Get started or see a sample plan.
2) Retirement Planning for Rs. 5,000.
3) Full service Financial Plan is available for Rs. 15,000.
4) We specialize in a host of NRI services. Please contact us directly if you are an NRI.
All of the services listed above will entitle the customer to review their plan with a Certified Financial Planner, either on the phone or in person. The prices mentioned above are inclusive of all taxes.
What are the steps to ordering a Financial Plan?
a) Fill in thebFinancial Planning Questionnaire online or send us an email at firstname.lastname@example.org with the specific service you are interested in
b) If you have any questions on your plan, we will contact you by phone or email within 3 working days.
c) Once you order and pay for your Financial Plan, the basic Financial Plan will be ready for your review in 2 weeks.
d) Our financial planner will set up a review session after you have received the plan.
e) You can renew the planning services next year for a nominal fee.
How do I pay for the services?
You may choose to pay through our online payment gateway.