MyWealthJunction - Pricing | Robo Advisor | Financial Planning | Wealth Management | SEBI Registered Investment Advisor

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+91 9513233100

(Our working hours are Monday to Friday between 9:30 AM to 6:00 PM - Except Public Holidays)

Choose one of our plans and enjoy Life-Time Benefits

FEATURES BASIC ADVANCED
₹ 1500/year*
Get a complete comprehensive Financial Plan with in-depth analysis.
₹ 5000/year*
As our privileged customer, get access to priority service and unlimited interactions with your Certified Financial Planner.
Complete Financial Plan Yes Yes
Advice on Goals, Risk, Insurance and Tax Yes Yes
Advice across Expenses, Liabilities and Assets Yes Yes
Customized Mutual Fund Investment Portfolio Yes Yes
Interaction with Financial Advisors Limited Unlimited
Review Twice a Year Four Times a Year
Unlimited Flexibility in Scheduling No Yes
Mutual Fund Direct Plans Yes Yes
Document Locker Yes Yes
One Free eWill for 1st year No Standard eWill
worth Rs.4000
eTax Filing Yes Yes
Sign Up & Select the Plan Sign Up & Select the Plan


  • BASIC PLAN
  • ₹ 1500 / Year*
    (Get a complete comprehensive Financial Plan with in-depth analysis.)
  • Complete Financial Plan   In-depth analysis of current financial health, goals, risk, taxes and investments.
  • Advice on Goals, Risk, Insurance and Tax   Personalized recommendations on goals, tax 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(Limited)   Fix an appointment with our Certified Financial Experts.
  • Review (Twice a Year)   Detailed explanation of the plan from the Certified Financial Experts once your report is generated , Helps you stick to the plan and answer all your queries, Avail this facility Twice a year . For extra Review Pay Rs. 250 + Applicable Taxes.
  • Limited Flexibility in Scheduling   Re-schedule calls at your ease for Data Entry / Financial Planning / Review / Investments.
  • Mutual Fund Direct Plans   Invest in Mutual Fund Direct Plans with Zero commission, Enjoy higher return.
  • Document Locker   Save Data up to 10MB with 2 factor authentication.
  • One Free eWill for 1st year
      Applicable Only for Advanced Plan Users
  • eTax Filing   Click on eTax filing tab and file for free immediately (T&C Apply)
  • Sign Up & Select The Plan
  • ADVANCED PLAN
  • ₹ 5000 / Year*
    (As our privileged customer, get access to priority service and unlimited interactions with your Certified Financial Planner.)
  • Complete Financial Plan   In-depth analysis of current financial health, goals, risk, taxes and investments.
  • Advice on Goals, Risk, Insurance and Tax   Personalized recommendations on goals, tax 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)   Fix an appointment with our Certified Financial Experts.
  • Review (Four Times a Year)   Detailed explanation of the plan from the Certified Financial Experts once your report is generated , Helps you stick to the plan and answer all your queries , Avail this facility Four times a year.
  • Unlimited Flexibility in Scheduling   Re-schedule calls at your ease for Data Entry / Financial Planning / Review / Investments.
  • Mutual Fund Direct Plans   Invest in Mutual Fund Direct Plans with Zero commission, Enjoy higher return.
  • Document Locker   Save Data up to 10MB with 2 factor authentication.
  • One Free eWill for 1st year
    (Standard eWill worth Rs.4000)   Click on My eWill tab inside the tool to activate will writing services.
  • eTax Filing   Click on eTax filing tab and file for free immediately (T&C Apply)
  • Sign Up & Select The Plan

* Excluding all Taxes

* Terms & Conditions Apply