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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 0.3% 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
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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
    Contact Sales

    7 Day Money back Gurantee

    Existing Portfolio Review

    Portfolio Upto 50 lakhs

    Comprehensive review vs Index

    Understand future performance with past data

    8499

    /One Time

    Lumpsum Advice

    0.3% 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

    Frequently asked questions

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