We believe that sound financial advice
should be accessible to everyone

Hence a subscription plan that suits all

Our experts follow a nine-step proprietary framework which is broadly divided into three stages starting from getting your foundation right, it involves a holistic analysis of your existing financial situation followed by Creating, Executing and Tracking your customized financial plan.

App
Free

Kick start your financial planning journey

Get Started
Key Features
  • Tools
  • Goal Based Investing
  • Insurance planning
  • MF Direct Plans
  • Finnversity
  • Learn
  •  
  • FinTrack
  • Individual
  •  
  • Financial Life Plan
  • No
  •  
  •  
  •  
  • Support
  • Chat/Email Support
  •  
  •  
Xpert

Kick start your financial planning journey

COMING SOON
Key Features
  • Tools
  • Goal Based Investing
  • Insurance planning
  • MF Direct Plans
  • Finnversity
  • Learn
  • Premium Content
  • FinTrack
  • Individual
  •  
  • Financial Life Plan
  • Complete Financial Plan
  • Review Frequency
    - Half Yearly
  • Xpert Planner
  • Support
  • Chat/Email Support
  • Virtual Meet with Xpert
  • Plan Execution Support
Xpert Plus

Kick start your financial planning journey

Buy Now
Key Features
  • Tools
  • Goal Based Investing
  • Insurance planning
  • MF Direct Plans
  • Finnversity
  • Learn
  • Premium Content
  • FinTrack
  • Individual
  • Family
  • Financial Life Plan
  • Complete Financial Plan
  • Review Frequency
    - Quarterly
  • Xpert Planner
  • Support
  • Chat/Email Support
  • Virtual Meet with Xpert
  • Plan Execution Support
  • Dedicated Account Manager
Xpert Premium

Kick start your financial planning journey

Buy Now
Key Features
  • Tools
  • Goal Based Investing
  • Insurance planning
  • MF Direct Plans
  • Finnversity
  • Learn
  • Premium Content
  • FinTrack
  • Individual
  • Family
  • Financial Life Plan
  • Complete Financial Plan
  • Review Frequency
    - Monthly
  • Xpert Planner
  • Support
  • Chat/Email Support
  • Virtual Meet with Xpert
  • In-Person Plan Execution Support*
  • Dedicated Account Manager

Wealth creation via equity investing happens over a period of time by choosing fundamentally good companies. However, what is essentially important is the process of choosing the right companies. Our experts help you set the right foundation and processes required to build your long-term equity portfolio.

App
Free

Kick start your financial planning journey

Buy Now
Key Features
  • Tools
  • Goal Based Investing
  • Insurance planning
  • MF Direct Plans
  • Finnversity
  • Learn
  •  
  • FinTrack
  • Individual
  •  
  • Financial Life Plan
  • NA
  •  
  •  
  •  
  •  
  • Support
  • Chat/Email Support
  •  
  •  
Stock Plus

Kick start your Equity Portfolio Creation journey

COMING SOON
Key Features
  • Tools
  • Goal Based Investing
  • Insurance planning
  • MF Direct Plans
  • Finnversity
  • Learn
  • Premium Content
  • FinTrack
  • Individual
  • Family
  • Financial Life Plan
  • NA
  • Equity
  • Equity Portfolio
  •  
  • Support
  • Chat/Email Support
  • Virtual Meet with Xpert
  • Plan Execution Support
  • Dedicated Account Manager
Stock Premium

Kick start your Equity Portfolio Creation journey

Buy Now
Key Features
  • Tools
  • Goal Based Investing
  • Insurance planning
  • MF Direct Plans
  • Finnversity
  • Learn
  • Premium Content
  • FinTrack
  • Individual
  • Family
  • Financial Life Plan
  • NA
  • Equity
  • Equity Portfolio
  • Equity Specialist
  • Support
  • Chat/Email Support
  • Virtual Meet with Xpert
  • In Person Plan Execution Support*
  • Dedicated Account Manager

This is the Ultimate financial plan for professionals / entrepreneurs who are extremely busy (and great at) making money. While you do your best in your chosen profession, you can trust us to help you manage your money.

App
PrimeX

Combo of financial planning & Equity Advisory

Buy Now
Key Features
  • Tools
  • Goal Based Investing
  • Insurance planning
  • MF Direct Plans
  • Finnversity
  • Learn
  • premium Content
  • FinTrack
  • Individual
  • Family
  • Financial Life Plan
  • Complete Financial Plan
  • Review Frequency
    - Monthly
  • Xpert Planner
  • Equity
  • Equity Portfolio
  • Equity Specialist
  • Support
  • Chat/Email Support
  • Virtual Meet with Xpert
  • In Person Plan Execution Support*
  • Dedicated Account Manager
PrimeX Custom

Combo of financial planning & Equity Advisory

Get a Quote
Key Features
  • Tools
  • Goal Based Investing
  • Insurance planning
  • MF Direct Plans
  • Finnversity
  • Learn
  • premium Content
  • FinTrack
  • Individual
  • Family
  • Financial Life Plan
  • Complete Financial Plan
  • Review Frequency
    - Monthly
  • Xpert Planner
  • Equity
  • Equity Portfolio
  • Equity Specialist
  • Support
  • Chat/Email Support
  • Virtual Meet with Xpert
  • In Person Plan Execution Support*
  • Dedicated Account Manager

Why Choose Us

Unbiased

We follow algo-driven 9 Step Financial Planning Process to achieve your Financial Freedom.

Holistic

We guide you and help you see a bigger picture and a profitable outlook for your financial future.

Personalized

We help you understand, achieve your future goals through Personalized Investment Strategy.

Quality

All advice given is researched backed and vetted by our Investment Advisory Committee.

App

Are you Still Confused ?

Request callback