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)
Click to get our yearly pricing details
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%
Wealth Audit
Ensure your legacy is protected and passed on smoothly. Our Estate Planning service helps you structure wills, trusts, and nominations to secure your family's future with clarity and peace of mind.
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.
Retirement Planning
Ensure you enjoy financial freedom in your golden years without worrying about running out of money. A disciplined plan today means a stress-free tomorrow.
₹30,000 onwards (one-time planning) — GST as applicable
What We Cover
Future Expense Mapping
- Estimate living costs & lifestyle expenses
- Model the impact of inflation
Corpus Calculation
- How much you need to retire comfortably
- India & Overseas options
Retirement Income Strategy
- Systematic withdrawal plans (SWP)
- Annuities & pension products
Asset Allocation for Retirement
- Balance equity, debt, gold & real estate
- Steady growth with stability
Healthcare & Contingency Planning
- Account for rising medical costs
- Emergency buffers & risk cover
Legacy Planning
- Structure nominations, Wills & Trusts
- Leave behind wealth for loved ones
Outcome
- Your required retirement corpus.
- Recommended monthly savings & investment strategy.
- Roadmap for financial independence & stress-free retirement.
