Comprehensive Fee Based Financial Planning Services

  • Setting Financial Road map and Goals
  • Risk Appetite Analysis
  • Cash Flow Analysis
  • Net worth analysis
  • Financial Ratio Analysis
  • Contingency Fund Planning
  • Existing Insurance Policies Analysis
  • Life Insurance Planning
  • Health insurance Planning
  • Review of existing investments
  • Asset allocation strategy
  • Investment planning
  • Children’s future planning (Higher education & Marriage)
  • Retirement Planning
  • Vacation Planning
  • Goals Planning (Buying home, Car, etc)
  • Loan/ Debt management
  • Income Tax Planning
  • Online Income Tax return filing
  • Estate planning-will
  • Our Recommendations
  • Implementation
  • Monitoring and Review
  1. Protection i.e Contingency Planning and Risk Management (Life Insurance Planning, Health Insurance Planning etc)
  2. Accumulation (Investment Planning, Children’s Goal Planning, Income Tax Planning) and
  3. Distribution (Retirement Planning and Estate Planning).
  4. Second Opinion on your Investments and Insurance Policies.
It covers any single goal planning i.e Children’s’ Higher education (India and Abroad) , Retirement Corpus Planning and Buying a home etc. The process includes where you are today? What is your destination? and How to reach there?
It includes Risk Profiling, Asset allocation and Monitoring & Review of portfolio. The process aims at optimizing on safety, liquidity, return, tax saving ,risk appetite and Goal horizon.
Besides helping clients to achieve Financial Security, we sensitize clients on achieving peace and happiness in life through Physical, Emotional and Social security.

Fee Structure

Comprehensive financial planning ₹ 20,000 ( For NRI and working couples; 25% extra)
Single Goal Planning ₹ 10,000
Investment Planning ₹ 10,000
Retirement Planning ₹ 10,000
Portfolio management 1% of Assets under Advice (Direct Mutual Funds)