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
- 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)
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 & quarterly ITR filing
- Fee: ₹5,000 + GST 18%
ITR Filing (Non-Resident Indian)
- End-to-end NRI ITR filing
- Fee: ₹30,000 + GST 18%
Accounting Services
- Routine bookkeeping & ongoing tax planning (per business name)
- Fee: ₹10,000 per month + GST 18%
Wealth Audit
Get a clear picture of your net worth and discover ways to streamline and safeguard your assets with our comprehensive Wealth Audit. We’ll review your entire financial portfolio—including investments, accounts, liabilities, nominee setups and document organisation—and provide actionable recommendations.
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.
