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Comprehensive Financial Planning & Wealth Management
In financial planning services our focus will be on building a comprehensive financial plan for the clients based on various factors which affect the client's decision making with respect to financial planning.
First Year: Rs. 5000/- (Inc. GST)
Subsequent Year: Rs. 2500/- (Inc. GST)
Tax Planning & ITR Filing (Individual Tax Payer)
We prioritise ourselves not only in providing various apt investment opportunities but also focusing on saving taxes by prescribing right tax saving investment product and strategy which will help the individuals in saving taxes and generate the amount which is suitable for achieving their desired goals.
Tax Planning: Rs. 2000/- (Inc. GST)
ITR Filing: Rs. 1500/- (Inc. GST)
Risk Analysis & Insurance Planning
Risk analysis and Insurance planning services incorporates analysing the risk profile and insurance coverage required by the individual relating to his health, life and vehicles. Service charge - Free
Futures & Options Trading Consultancy Services
1. Providing timely buy & sell trading calls on Futures & Options with well defined stop loss. 2. Providing trading guidance and consultancy to the traders on Futures & Options from trading point of view. 3. Helping traders in their risk management while trading in the stock market. 4. Providing regular trade updates via whatsapp broadcast channel. 5. Regular news update, report and all relevant information related to the financial markets.
Mutual Fund Services
1. Start your investments in top performing mutual funds through our expert advice.
2. We help in knowing the amount required for starting the mutual fund investments.
3. You can check and track your mutual fund investments through MINT APPLICATION available on Google Play Store having 4.5 rating.
4. Get all the revelant news update relating to the financial markets.
5. We provide periodic investment report of you mutual fund investments.
Investment Planning
Investment planning service comprises of providing the appropriate advice regarding the various financial products for their investments so as to achieve their desired goals as per their time horizon. Annual Fees: Rs. 999/- (Inc. GST)
Retirement Planning
Secure your future and enjoy the retirement you deserve! Our retirement planning experts help you design a clear path to financial freedom, tailored to your goals and lifestyle. With step-by-step guidance, flexible investment options, and ongoing support, we make retiring comfortably simple and stress-free. Annual Fees: Rs. 3540/- (Inc. GST)
Stock-Market Consultancy & Management Services
Stock market consultancy & Equity Portfolio services comprise of recommending clients regarding various investment opportunities prevailing across various companies in different sectors of the economy. Gold Service Plan Charges: Rs. 3540/- Silver Service Plan Charges: Rs. 2000/- Bronze Service Plan Charges: Rs. 1180/-
NOTE: Available Service Charges are for New Customers & Referal Providers.
All-In-One Multi-Package Services
1. Financial Planning Services 2. Insurance Planning Services 3. Investment Planning Services 4. Tax Planning & ITR Filing 5. Wealth Management 6. Stock Market Consultancy & Management Annual Service Charge: Rs. 7,999/- (Inc. GST)
