Have you tried our Free Financial Planner yet? Have you tried our improved Calculators yet? Check out our new Insurance Tutorial Check out our new Investment Tutorial

Basic Financial Plan

Which Plan is Right for You?

Do you have a good grasp on your personal finances? Most of us don’t. With a financial plan you will have a better view of your financial strengths and weaknesses, where your money goes, how much you have, and what you should be doing with it to help you attain your goals.

 

Our Basic Financial Plan service includes:

  • Your financial strengths and weaknesses
  • Net worth and cash flow analysis
  • Analysis of goals: attainability and savings/investments required
  • Asset allocation: existing and recommended (summary)
  • Expense protection/insurance (summary)
  • Investment plan (summary)
  • 1 Follow up conference call (approx 20 mins)
Cost: Rs.5,000
Click here to schedule a FREE appointment with a financial advisor

Insurance Planning

You know you need insurance but do you know how much? What kind? And who to buy it from for which reasons? There are so many questions when it comes to buying insurance that it really helps to have an expert guide who can give you unbiased advice. Purchasing a policy from the first or nicest salesman you meet could lead you astray.

Our Insurance planning service includes:

  • Expense, Goal and Medical protection are included through Life insurance and Medical cover
  • Plan includes Calculation of cover, Assumptions, Comparisons, Basis of recommendations, Mediclaim, Critical Illness
  • Two conference calls with our experts to discuss/explain plan (approximately 20 minutes each)
  • Plan will be completed within 4 working days
  • Execution is optional

If execution is done through us,

  • Free review of cover required after 1 year
  • Premium reminders
  • Initial advice on allocation (Equity/Debt in case of ULIPs) will be given
  • Policy Updates
  • Top Ups in case of ULIPs
  • New product recommendations
  • Newsletters
  • Bonus Updates
  • Periodic Updates
Cost: Rs. 3000 first year; renewal fee Rs. 500

Retirement Planning

Are you prepared for your retirement? Will you have enough to live comfortably? Whether you are already retired or just starting out in your career, a solid plan can ensure that your later days will be spent enjoying, not worrying.

Our retirement plan service includes:

  • Working out how much you will need and how you will save it up
  • Deciding which investments are appropriate for your situation
  • Action plan for investments and insurance
  • Cash flow plan for 12 months (if retired already)
  • Two conference calls with our experts to discuss/explain plan (approximately 20 minutes each)
  • Plan will be completed within 4 working days
  • Execution is optional

If execution is done through us, the following is also included:

  • Premium reminders
  • SIP reminders
  • Policy Updates
  • New product recommendations
  • Newsletters
  • Monthly Updates of Investments carried out by us
Cost: Rs.5,000 (valid for 12 months)
Click here to schedule a FREE appointment with a financial advisor 

Investment Planning

Our Investment Plan service includes:

  • Detailed Mutual Fund investment recommendations by asset class and asset type*
  • Plan includes Equity, Debt, Market Cap, Sector specific recommendations
  • 1 Conference Call (approx 20 mins)
  • Execution is optional
  • Plan available for Rs.25 lakhs and under**

If execution is done through us,

  • 4 quarterly reviews of investments (For one year period)
  • SIP ending reminders
  • Monthly Updates
  • New product recommendations
  • Newsletters
  • Dividend Updates- Monthly
  • Telecon – Quarterly (If located in India, else once in 6 months)
Cost: Rs. 3,500

*Individual stock picking not a part of this service though existing shares in your portfolio will be accounted for and integrated as part of the plan

** For portfolios exceeding 25 lakhs, the Full Service Plan is recommended

Full Service Financial Plan

Includes all services discussed above:

  • Financial Plan
  • Investment Planning
  • Insurance Planning
  • Retirement Planning
  • Personal meetings part of package in following cities: Hyderabad, Bangalore, Mumbai, Chennai, Delhi, Gurgaon
  • Conference calls at your discretion
Cost: Rs. 15,000
Click here to schedule a FREE appointment with a financial advisor  

NRI Services

Click here to schedule a FREE appointment with a financial advisor 



Control Panel
Admin Console