Comprehensive Financial Planning for Individual/Family
- Personal meeting with Investment Adviser (Video call or in person)
- Personalized goal planning upto 5 goals
- Recommendations on right insurance planning
- Debt/loan management and counseling
- Retirement Planning
- Risk Profiling
- Current portfolio review and recommendations for portfolio construction (Stock, MFs, ETFs)
Fee Structure for Comprehensive Financial Planning
| For resident Indians |
| Rs. 60,000/- (Yearly) |
| For NRIs |
| Rs. 72,000/- (Yearly) |
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