Find Your Perfect Plan
Freedom to cancel at any moment, no strings attached!
Model Portfolios
2999/Year
Direct Mutual Funds- Unlimited SIP Advice
- Custom Allocation As Per risk profile
- Priority Ticket Support. For financial advice , SWP
- Mutual fund vs Index Tracker
- Financial Advice on all products via mail except Stocks, Real Estate, Crypto
- Bonus Goal Planning Tool
Lumpsum Advice Add on. One time fee of 0.5% or 2999 Which ever is higher- Existing Portfolio Review Add on. 8499/- one time fee for portfolio review upto 50 lakh.
- Financial Planning Add on. 5999/Year
7 Day Money back Gurantee
Personal Advice
For Portfolios Above 50 lakh lumpsum or 1 lakh sip
- Direct Mutual Funds
- Comprehensive Financial Planning
- Personal Advisor
- Financial Advice on all products except Stocks, Real Estate, Crypto
- Exisiting Portfolio Review
- Custom Mutual Fund Goals Tracking Tool
- Fee - 0.5% AUM / Year
7 Day Money back Gurantee
Existing Portfolio Review
Portfolio Upto 50 lakhs
Comprehensive review vs Index
Understand future performance with past data
Lumpsum Advice
0.5% or 2999 which ever is higher
1:1 Recommendations on call as per profile
STP, SWP, Goal Planning is covered
Frequently asked questions
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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.