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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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