Financial Planning Fees
Our financial planning fees are simple and fixed. It enables us to provide fiduciary investment advice to our clients. We don’t like to link fees to AUM (Assets under management). Fee-only financial planners believe that flat fees reduce conflict on interest.
Starter Plan
Suitable for Millennials- Goal-Based Written Financial Plan
- Investment Planning
- Basic Tax Planning
- Retirement Planning
- Risk Profiling
- Insurance Planning
- Cash Flow Planning
- Portfolio Construction for individuals
- Assist in Buying Mutual Funds (Direct Plans)
- Unlimited Query related to personal finance (Email, Whatsapp, Call)
Advanced Financial Plan
Suitable for individuals and families- Goal-Based Written Financial Plan
- Investment Planning
- Basic Tax Planning
- Pre-retirement Accumulation Strategy
- Risk Profiling
- Insurance Planning
- Cash Flow Planning
- Review of Existing Investments accounts and Insurance Policies
- Portfolio Construction for individuals
- Assist in Buying Mutual Funds (Direct Plans)
- Child/Children Higher Education Planning
- Unlimited Query related to personal finance (Email, Whatsapp, Call)
Non Resident Indian (NRI)
Suitable for NRIs and Mariners- Goal Based Written Financial Plan
- Investment Planning
- Basic Tax Planning
- Pre-retirement Accumulation Strategy
- Risk Profiling
- Insurance Planning
- Cash Flow Planning
- Review of Existing Investments accounts and Insurance Policies
- Portfolio Construction for individuals
- Assist in Buying Mutual Funds (Direct Plans)
- Child/Children Higher Education Planning
- Unlimited Query related to personal finance (Email, Whatsapp, Call)
One Time Financial ReviewNew
One Time Financial or Investment Advice
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Financial Planning Fees FAQ
Read frequently asked questions about financial planning fees.
How often financial plan is reviewed?
A financial plan is generally reviewed every six months or end of financial planning engagement.
Do you provide Direct Equity advice in financial planning?
Financial planning includes every financial asset. We review all of your existing investments and provide investment advice. We don’t provide Direct Equity consultation. You need to contact a professional who provides Direct Equity Investment advice. Hire only professional who charges fee and not commission.
Do you recommend estate planning to wealthy individuals?
Estate planning helps each individual who has created substantial assets and wants them to transfer according to their choice. Estate planning is not exclusive to wealthy people.
How to take financial planning fees?
We adhere to SEBI regulations on how to take financial planning fees from clients.
What type of age groups you work with?
We work with every age group clients. We customize the financial plan according to client needs and requirements. We help all age groups of people.
How much is the charge for financial planning renewal?
Currently, We are charging half of the 1st-year engagement fees for a resident and non-resident Indians in case they renew their financial planning services with us. The fee will be increased by 10% after 2nd renewal onwards (i.e., from 3rd-year fees) until clients are officially engaged with us.