Financial Planning Services
Get a clear Financial Fitness plan that shows you exactly how to hit your biggest goals - whether it’s buying your dream home, funding your kids’ education, or taking that once-in-a-lifetime trip. We only take a handful of new clients each month, so grab your spot now.
One Time – ₹30,000 + GST 18%
Goal Planning
- Defining Financial Goals
- FIRE Retirement Planning
- Kids’ Education Planning
- Buying a Dream House/Car
- Vacation Planning
- Kids’ Dream Wedding
- Any Other Goals
Cash Flow Analysis
- Income & Expenses Analysis
- Financial Ratios
- Net Worth Analysis
Risk Management
- Term Insurance
- Health Insurance
- Emergency Funds
Loan Management
- Debt Analysis
- Debt Balancing
- Debt-/EMI-Free Strategies
Investment Planning
- Current Asset Allocation
- Portfolio vs Benchmark
- Detailed MF Analysis
- Research-Backed MF Portfolio
Portfolio Tracking
- Multi-Asset, Family-Level Tracking
Wealth Management
You get Financial Planning complimentary.
Grow and protect your money with a plan we review regularly. Spots fill fast each year - lock in yours now.
₹40,000/year (Portfolios under ₹50 Lakhs)
Defining Investment Objective
- Risk Profiling
- Performance vs Benchmark
- Portfolio Analysis
Investment Planning
- Asset Allocation
- Custom Portfolio Construction
- Research-Backed Multi-Asset Portfolio
Portfolio Tracking & Review
- Ongoing Monitoring
- Active Rebalancing Advice
- Periodic Reviews
Tax Services
Stay fully compliant and minimize your tax outgo with our end-to-end Tax Services. From an initial complimentary consultation to detailed ITR reviews, restructuring advice, year-round filings and routine accounting support, we’ve got every aspect of your personal or business tax covered.
Flexible plans starting from a one-time complimentary session to monthly retainers.
Tax Returns Review (per PAN)
- Review ITR files & suggest tax-management strategies
- Fee: ₹10,000 + GST 18%
Tax & Business Income Restructuring Advisory
- Review P&L, recommend remedies, online meeting with CA/accountant
- Fee: ₹30,000 + GST 18%
Structuring Business Entities & Revenue Planning
- Business succession planning & monetization strategies
- Fee: ₹50,000 + GST 18%
ITR Filing (Resident Indian)
- Advance tax planning, investment-linked tax-savings & annual ITR filing
- Fee: ₹5,000 + GST 18%
ITR Filing (Non-Resident Indian)
- End-to-end NRI ITR filing
- Fee: ₹50,000 + GST 18%
Accounting Services
- Routine bookkeeping & ongoing tax planning (per business name)
- Fee: ₹25,000 per month + GST 18%
Estate Planning Services
Organize, protect, and pass on your wealth the right way. Our estate planning service helps you consolidate assets, assign nominees, and create a clear succession plan for your family.
Rs. 35,000 + GST 18% per individual
Checking for Nominations
- Ensure every investment and account has a nominee for secure transfer.
Adding Joint Account Holders & Beneficiaries
- Set up joint holders and beneficiaries where needed.
Investment & Account Consolidation
- Merge accounts and investments for simpler management.
Physical Document Organisation
- Gather and securely organise all paper documents.
Digitisation & Electronic Storage
- Convert documents to digital format and store safely.
Asset & Liability Register
- Compile a clear list of your assets and debts.
Planning & Strategy
- Deliver a tailored plan for seamless asset inheritance.
