Model Investment Portfolio
Model Portfolio of
PRICING
Wealth Pro Plan
₹1249
*Exclusive of Taxes
₹2499
Features:
Detailed Financial Situation Analysis at onboarding - Emergency Fund, Asset Allocation Mismatches etc
Analysis of current Mutual Fund portfolio – Buy/ Sell/ Hold Recommendation
Detailed Tax Planning
Retirement Planning (NPS, MFs)
Review of Financial Plan and Analysis and suggestions
Monthly curated MF Recommendations (Large, Mid, Small cap, etc.)
Wealth & Family Protection using Insurance - Review of Insurance Plans & Suggestions
One Call with Wealth Advisor after Financial Plan Review
Quarterly report of his Mutual Fund holding & suggested changes – Automated
Quarterly Review, Blogs, Market Updates through E-Mails and WhatsApp
15% off on ITR Filing
Wealth Premium Plan
₹3,499
*Exclusive of Taxes
₹7,999
Features:
All Wealth Pro Features
Stock Portfolio Review – Buy/ Sell/ Hold of Sensex/ Nifty Stocks only
Stocks – Investment calls/ fortnightly calls
Exclusive Higher Yielding Bonds
Half-Yearly Portfolio Rebalancing - Calls with Wealth Advisor
30% Off ITR Filing (Tax Planning)
Elite Plan
₹9,999
*Exclusive of Taxes
₹19,999
Features:
All Premium Plan Features
Dedicated Wealth Manager - Any number of Calls
Expert-curated stock and high credit bond recommendations – (Research backed).
Tax Optimization + HNI Tax Compliance
Customized family financial planning (retirement, inheritance, and education)
6+ Portfolio Reviews/Year (Every Alternate Month)