Pricing that fits every stage

Save 50% on commission fees.

No Discounts.

Gold

Portfolio < 25 Lakhs

15999/ Year

  • ✔️ No renewal fee unless portfolio outperforms index by 1%
  • ✔️ Direct Mutual Fund Advice
  • ✔️ Quarterly Reviews
  • ✔️ Timely lumpsum Advice
  • ✔️ Insurance Planning
  • ✔️ One-on-One Consultation
  • ✔️ Existing Portfolio Review
  • ✔️ Financial Planning Addon
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Platinum

Portfolio <50 lakh

25999/ Year

  • ✔️ No renewal fee unless portfolio outperforms index by 1%
  • ✔️ Direct Mutual Fund Advice
  • ✔️ Existing Portfolio Review
  • ✔️ Quarterly Reviews
  • ✔️ Timely Lumpsum Advice
  • ✔️ Insurance Planning
  • ✔️ One-on-One Consultation
  • ✔️ Financial Planning Addon - 50% Discount
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Diamond

Portfolio < 1cr

35999/ Year

  • ✔️ No renewal fee unless portfolio outperforms index by 1%
  • ✔️ Upto 1 lakh SIP
  • ✔️ Upto 50 Lakh lumpsum
  • ✔️ Family Account management
  • ✔️ Direct Mutual Fund Advice
  • ✔️ Existing Portfolio Review
  • ✔️ Timely Lumpsum Advice
  • ✔️ Quarterly Financial Review
  • ✔️ Insurance Planning
  • ✔️ Custom Mutual Fund Analysis
  • ✔️ DIY Financial Planning
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Alpha

For Portfolio Above 1cr

59999/ Year

  • ✔️ Everything in Diamond
  • ✔️ Dedicated service
  • ✔️ Comprehensive Financial Planning
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Have More Doubts?

Want to understand More about our advisory and fund selection process?

Existing Portfolio Review

Portfolio Upto 50 lakhs

Comprehensive review vs Index

Understand future performance with past data

8499

/One Time

Lumpsum Advice

0.5% or 2999 which ever is higher

1:1 Recommendations on call as per profile

STP, SWP, Goal Planning is covered

0.5%

One Time

Financial Planning

1 hour on call Comprehensive Financial Planning

Link Mutual funds to Goals

Real Estate, Crypto , Stocks not covered

9999

/Year

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Frequently asked questions

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Warning: Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Disclaimer: Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Note: The securities displayed are for illustration only and are not recommendatory.