Pricing that fits every stage

Save 50% on commission fees.

Gold

Basic

Portfolio < 25 Lakhs

₹15,999/ 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

Platinum

Standard

Portfolio < 50 Lakhs

₹25,999/ 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
RECOMMENDED

Diamond

Portfolio < 1 Crore

₹35,999/ 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

Alpha

Premium

For Portfolio Above 1 Crore

₹59,999/ Year
  • Everything in Diamond
  • Dedicated service
  • Comprehensive Financial Planning

Unsure which plan to choose?

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Gopi Krishna Matcha

SEBI Registered Analyst

INH000010858
  • Created algorithm after 11 months of research
  • Identifies consistent funds through pattern analysis
  • Helps clients outperform market benchmarks

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  • Best plan for your portfolio size
  • Investment strategy insights
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Frequently Asked Questions

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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.