Get To Know Us
15 min introductory call
Only to help you know us better and understand our scope of advice
Does not include any investment advice
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One-off Advice
15 Min Call
per consultation
One time advice post your risk assessment
You may seek advice on a specific product or a broad allocation of funds across asset classes
We will be happy to answer questions on any financial product or asset class
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Ongoing Advice
5 calls each 15 Min
for 5 consultations
Allocation of funds across assets as per your goals, needs and risk profile
You can space out the appointments as per your requirements
After 5 consultations, continue to avail discounted rates of Rs 650/ consultation
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Annual Fee
/ year
No limit on consultations
Pro-active management of your funds
Advice on broad portfolio allocation
Specific investment ideas on stocks, funds, gold and other asset classes will be shared on regular basis
Tax filing service
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