Our Pricing

Everything you need and just the way you want

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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*
Essential financial plan with limited expert insights
₹ 2999/year*
Comprehensively evaluated financial plan with unlimited expert insights demonstrating tangible outcomes for complex, real-world scenarios
₹ 4999/year*
As our privileged customer, gets access to a truly integrated financial solution combining foundational and advanced financial planning to accommodate your most complex planning needs
Comprehensive Financial Plan Yes Yes Yes
Tax Saving Investment and Insurance Advice Yes Yes Yes
Advice across Expenses, Liabilities and Assets No Yes Yes
Customized Mutual Fund Investment Portfolio Yes Yes Yes
Interaction with Financial Advisors Limited Flexible Unlimited
Periodic Financial Plan Review and Balancing Twice a Year Twice a Year Four Times a Year
Risk Profiling and Asset Allocation No Yes Yes
Mutual Fund Direct Plans Yes Yes Yes
eTax Filing Yes Yes Yes
eWill Writing(Free eWill for the first year) No Express eWill
worth Rs.1500
Standard eWill
worth Rs.4000
Document Locker Yes Yes Yes
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**
    (Essential financial plan with limited expert insights)
  • Comprehensive Financial Plan  An 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   Minimal advice on expenses, liabilities and suggestions to improve your surplus.
  • Customized Mutual Fund Investment Portfolio   Portfolio review, risk profile reviewed every 6 months for better performance & maximizing returns.
  • Interaction with Financial Advisors(Limited)   Limited flexibility to fix an appointment with our Certified Financial Experts.
  • Periodic Financial Plan Review and Balancing(Twice a Year)   A detailed explanation of your financial plan from our Certified Financial Experts to help you stick to your goals. Avail this facility twice a year. For extra Review Pay Rs. 250 + Applicable Taxes.
  • Risk Profiling and Asset Allocation  Applicable only for Standard and Advanced Plan users.
  • Mutual Fund Direct Plans  Invest in Mutual Direct Plans with Zero commission and enjoy better returns.
  • 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**
    (Comprehensively evaluated financial plan with unlimited expert insights demonstrating tangible outcomes for complex, real-world scenarios)
  • 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.
  • Customized Mutual Fund Investment Portfolio   Portfolio review, risk profile reviewed every 6 months for better performance & maximizing returns
  • Interaction with Financial Advisors(Flexible)   Enjoy unlimited flexibility to fix an appointment with our Certified Financial Experts.
  • 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 twice a year. For extra Review Pay Rs. 250 + Applicable Taxes.
  • Risk Profiling and Asset Allocation   Determining risk-bearing capacity to decide the asset allocation strategies and select appropriate investment products.
  • Mutual Fund Direct Plans   Invest in Mutual Direct Plans with Zero commission and enjoy better returns.
  • eTax Filing   File income tax returns online quickly and accurately for free (T&C Apply).
  • eWill Writing(Free eWill for the first year)
    (Express eWill worth Rs.2999)   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**
    (As our privileged customer, gets access to a truly integrated financial solution combining foundational and advanced financial planning to accommodate your most complex planning needs.)
  • Comprehensive Financial Plan   In-depth and advanced 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.
  • Customized Mutual Fund Investment Portfolio   Portfolio review, risk profile reviewed every 3 months for better performance & maximizing returns.
  • Interaction with Financial Advisors(Unlimited)   Enjoy unlimited flexibility and priority access to fix an appointment with our Certified Financial Experts.
  • Periodic Financial Plan Review and Balancing(Four Times a Year)   A detailed explanation of your financial plan and discussion with our experienced and Certified Financial Expert to make sure you stick to all your life-goals. Avail this facility four times a year.
  • Risk Profiling and Asset Allocation   Determining risk-bearing capacity to decide the asset allocation strategies and select appropriate investment products.
  • Mutual Fund Direct Plans   Invest in Mutual Direct Plans with Zero commission and enjoy better returns.
  • eTax Filing   File income tax returns online quickly and accurately for free (T&C Apply).
  • eWill Writing(Free eWill for the first year)
    (Standard eWill worth Rs.4999)   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
* Inclusive of all Taxes
* Terms & Conditions Apply