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 onwards
Goal Planning
- Defining Financial Goals
- Financial Freedom 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)
A. Defining Investment Objective
- Risk Profiling
- Performance vs Benchmark
- Portfolio Analysis
B. Investment Planning
- Asset Allocation
- Custom Portfolio Construction
- Research-Backed Multi-Asset Portfolio
C. 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.
| Sl | Particulars | Amount | Objective |
|---|---|---|---|
| 1 | First Consultancy for understanding your needs | Complimentary | To understand your needs and get necessary information |
| 2 | Tax Returns Review (per PAN) | 10,000 onwards | Review ITR files & suggest tax-management strategies |
| 3 | Tax & Existing Business Income Restructuring Advisory | 30,000 onwards | Review P&L, recommend remedies, online meeting with CA/accountant |
| 4 | Structuring Business Entities & Revenue Planning | 50,000 onwards | Business succession planning & monetization strategies |
| 5 | ITR Filing (Resident Indian) | 5,000 onwards | Advance Tax planning, investment tax-savings & quarterly ITR filing |
| 6 | ITR Filing (Non-Resident Indian) | 30,000 onwards | End-to-end NRI ITR filing |
| 7 | Accounting Services | 10,000 per month | Routine accounting & ongoing tax planning (per business name) |
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.
Investment Advisory Philosophy
Foundational Analysis
We begin by ensuring your financial foundation is solid. Our holistic analysis covers your entire financial situation, setting the stage for a robust financial plan.
Customized Financial Plan
- Creation
We develop a personalized financial plan tailored to your specific goals and circumstances.
- Execution
Our team assists in implementing the strategies laid out in your financial plan.
- Tracking
We continuously monitor your financial plan, making adjustments as needed to ensure it remains aligned with your goals.
Prudent Growth Philosophy
Our investment advisory is grounded in a prudent growth philosophy, providing research-backed recommendations for both mutual funds and direct equity investments.
Advanced Investment Opportunities
As your investment corpus grows, we offer curated opportunities in PMSs, PEs, or P2P lending, which can provide higher returns with a slightly elevated risk profile.
