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.

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Get StartedKey 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 SOONKey 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
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Buy NowKey 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 NowKey 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.

Free
Kick start your financial planning journey
Buy NowKey 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 SOONKey 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 NowKey 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.

PrimeX
Combo of financial planning & Equity Advisory
Buy NowKey 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 QuoteKey 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