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Finding a bunch of financial services under one roof is probably the toughest thing to do. Therefore, we make it affordable, straightforward, jargon-free and unbiased for you.
| FEATURES | BASIC | STANDARD | ADVANCED |
|---|---|---|---|
|
₹ 1599/year*
₹ 150/month*
(Price inclusive of Taxes) |
₹ 2999/year*
₹ 267/month*
(Price inclusive of Taxes) |
₹ 4999/year*
₹ 433/month*
(Price inclusive of Taxes) |
|
| Comprehensive Financial Plan | Yes In-depth analysis of your current financial health based on your goals, income, expenses, assets and liabilities | Yes In-depth analysis of your current financial health based on your goals, income, expenses, assets and liabilities | Yes In-depth analysis of your current financial health based on your goals, income, expenses, assets and liabilities |
| Tax Saving Investment and Insurance Advice | Yes Personalized recommendations on tax-saving investments and insurance coverage requirements. | Yes Personalized recommendations on tax-saving investments and insurance coverage requirements. | Yes Personalized recommendations on tax-saving investments and insurance coverage requirements |
| Advice across Expenses, Liabilities and Assets | Yes Advice on expenses, liabilities and suggestions to improve your surplus. | Yes Advice on expenses, liabilities and suggestions to improve your surplus. | Yes Advice on expenses, liabilities and suggestions to improve your surplus. |
| Risk Profiling and Asset Allocation | Yes Determining risk-bearing capacity to decide the asset allocation strategies and select appropriate investment products. | Yes Determining risk-bearing capacity to decide the asset allocation strategies and select appropriate investment products. | Yes Determining risk-bearing capacity to decide the asset allocation strategies and select appropriate investment products. |
| Interaction with Financial Advisors | Tele Assisted Interact with our Certified Financial Experts via Tele assistance. | Virtual Enjoy the flexibility to fix Virtual appointments with our Certified Financial Experts. | Unlimited Enjoy unlimited flexibility to fix Tele assistance & virtual appointment with our Certified Financial Experts. |
| Periodic Financial Plan Review and Balancing | Once a Year A detailed explanation of your financial plan from our Certified Financial Experts once your reports are generated to help you stick to your goals. Avail this facility once a year. For extra Review Pay Rs. 250 + Applicable Taxes. | Twice a Year A detailed explanation of your financial plan from our Certified Financial Experts once your reports are generated to help you stick to your goals. Avail this facility twice a year. For extra Review Pay Rs. 250 + Applicable Taxes. | Four Times a Year A detailed explanation of your financial plan from our Certified Financial Experts once your reports are generated to help you stick to your goals. Avail this facility four times a year. |
| Mutual Fund Direct Plans | Yes Invest in Zero commission Mutual Fund Direct Plans and enjoy better returns. | Yes Invest in Zero commission Mutual Fund Direct Plans and enjoy better returns. | Yes Invest in Zero commission Mutual Fund Direct Plans and enjoy better returns. |
| Investment Advisory Services | Upto 10 Lakh Suitable for investment portfolio worth upto 10 lakh | 10 Lakh to 20 Lakh Suitable for minimum 10 lakh to maximum 20 lakh worth of investment | Above 20 Lakh Suitable for Investment Portfolio worth more than 20 lakh |
| Customized Mutual Fund Investment Portfolio | No Applicable only for Standard and Advanced Plan users | Yes Portfolio review, risk profile reviewed every 6 months for better performance & maximum returns | Yes Portfolio review, risk profile reviewed every 3 months for better performance & maximum returns |
| eTax Filing | Yes File income tax returns online, quickly and accurately for free (T&C Apply). | Yes File income tax returns online, quickly and accurately for free (T&C Apply). | Yes File income tax returns online, quickly and accurately for free (T&C Apply). |
| eWill Writing(Free eWill for the first year) | No Applicable only for Standard and Advanced Plan users | Express eWill worth Rs. 1500 Create your lawful express will (Worth Rs. 1500/-) online in a few steps, free for the very first year | Standard eWill worth Rs. 4000 Create your lawful standard will (Worth Rs. 4000/-) online in a few steps, free for the first year. |
| Document Locker | Yes Save Documents/Data up to 10MB with 2-factor authentication | Yes Save Documents/Data up to 10MB with 2-factor authentication | Yes Save Documents/Data up to 10MB with 2-factor authentication |
| Sign Up & Select the Plan | Sign Up & Select the Plan | Sign Up & Select the Plan |
* Inclusive of all Taxes
* Terms & Conditions Apply
- BASIC PLAN
-
₹ 1599 / year**
₹ 149.91 / year**
(Price inclusive of Taxes) - Comprehensive Financial Plan In-depth analysis of your current financial health based on your goals, income, expenses, assets and liabilities
- Tax Saving Investment and Insurance Advice Personalized recommendations on tax-saving investments and insurance coverage requirements
- Advice across Expenses, Liabilities and Assets Advice on expenses, liabilities and suggestions to improve your surplus.
- Risk Profiling and Asset Allocation Determining risk-bearing capacity to decide the asset allocation strategies and select appropriate investment products.
- Interaction with Financial Advisors
(Limited)Interact with our Certified Financial Experts via Tele assistance. - Periodic Financial Plan Review and Balancing
(Twice a Year)A detailed explanation of your financial plan from our Certified Financial Experts once your reports are generated to help you stick to your goals. Avail this facility once a year. For extra Review Pay Rs. 250 + Applicable Taxes. - Mutual Fund Direct Plans Invest in Zero commission Mutual Fund Direct Plans and enjoy better returns.
- Investment Advisory Services Suitable for investment portfolio worth upto 10 lakh
- Customized Mutual Fund Investment Portfolio Applicable only for Standard and Advanced Plan users
- eTax Filing File income tax returns online, quickly and accurately for free (T&C Apply).
- eWill Writing(Free eWill for the first year)
Applicable only for Standard and Advanced Plan users - Document Locker Save Documents/Data up to 10MB with 2-factor authentication
- Sign Up & Select The Plan
- Standard PLAN
-
₹ 2999 /year**
₹ 266.58 /year**
(Price inclusive of Taxes) - Comprehensive Financial Plan In-depth analysis of your current financial health based on your goals, income, expenses, assets and liabilities
- Tax Saving Investment and Insurance Advice Personalized recommendations on tax-saving investments and insurance coverage requirements.
- Advice across Expenses, Liabilities and Assets Advice on expenses, liabilities and suggestions to improve your surplus.
- Risk Profiling and Asset Allocation Determining risk-bearing capacity to decide the asset allocation strategies and select appropriate investment products.
- Interaction with Financial Advisors Enjoy the flexibility to fix Virtual appointments with our Certified Financial Experts.
- Periodic Financial Plan Review and Balancing A detailed explanation of your financial plan from our Certified Financial Experts once your reports are generated to help you stick to your goals. Avail this facility twice a year. For extra Review Pay Rs. 250 + Applicable Taxes.
- Mutual Fund Direct Plans Invest in Zero commission Mutual Fund Direct Plans and enjoy better returns.
- Investment Advisory Services Suitable for minimum 10 lakh to maximum 20 lakh worth of investment
- Customized Mutual Fund Investment Portfolio Portfolio review, risk profile reviewed every 6 months for better performance & maximum returns
- eTax Filing File income tax returns online, quickly and accurately for free (T&C Apply).
- eWill Writing Create your lawful express will (Worth Rs. 1500/-) online in a few steps, free for the very first year
- Document Locker Save Documents/Data up to 10MB with 2-factor authentication
- Sign Up & Select The Plan
- ADVANCED PLAN
-
₹ 4999 /year**
₹ 433.25 /year**
(Price inclusive of Taxes) - Comprehensive Financial Plan In-depth analysis of your current financial health based on your goals, income, expenses, assets and liabilities
- Tax Saving Investment and Insurance Advice Personalized recommendations on tax-saving investments and insurance coverage requirements.
- Advice across Expenses, Liabilities and Assets Advice on expenses, liabilities and suggestions to improve your surplus.
- Risk Profiling and Asset Allocation Determining risk-bearing capacity to decide the asset allocation strategies and select appropriate investment products.
- Interaction with Financial Advisors Enjoy unlimited flexibility to fix Tele assistance & virtual appointment with our Certified Financial Experts.
- Periodic Financial Plan Review and Balancing A detailed explanation of your financial plan from our Certified Financial Experts once your reports are generated to help you stick to your goals. Avail this facility four times a year.
- Mutual Fund Direct Plans Invest in Zero commission Mutual Fund Direct Plans and enjoy better returns.
- Investment Advisory Services Suitable for Investment Portfolio worth more than 20 lakh
- Customized Mutual Fund Investment Portfolio Portfolio review, risk profile reviewed every 3 months for better performance & maximum returns
- eTax Filing File income tax returns online, quickly and accurately for free (T&C Apply).
- eWill Writing
Create your lawful standard will (Worth Rs. 4000/-) online in a few steps, free for the first year - Document Locker Save Documents/Data up to 10MB with 2-factor authentication
- Sign Up & Select The Plan