Pricing that fits every stage
Save 50% on commission fees.
No Discounts.
Gold
Portfolio < 25 Lakhs
15999/ Year
- ✔️ No renewal fee unless portfolio outperforms index by 1%
- ✔️ Direct Mutual Fund Advice
- ✔️ Quarterly Reviews
- ✔️ Timely lumpsum Advice
- ✔️ Insurance Planning
- ✔️ One-on-One Consultation
- ✔️ Existing Portfolio Review
- ✔️ Financial Planning Addon
Platinum
Portfolio <50 lakh
25999/ Year
- ✔️ No renewal fee unless portfolio outperforms index by 1%
- ✔️ Direct Mutual Fund Advice
- ✔️ Existing Portfolio Review
- ✔️ Quarterly Reviews
- ✔️ Timely Lumpsum Advice
- ✔️ Insurance Planning
- ✔️ One-on-One Consultation
- ✔️ Financial Planning Addon - 50% Discount
Diamond
Portfolio < 1cr
35999/ Year
- ✔️ No renewal fee unless portfolio outperforms index by 1%
- ✔️ Upto 1 lakh SIP
- ✔️ Upto 50 Lakh lumpsum
- ✔️ Family Account management
- ✔️ Direct Mutual Fund Advice
- ✔️ Existing Portfolio Review
- ✔️ Timely Lumpsum Advice
- ✔️ Quarterly Financial Review
- ✔️ Insurance Planning
- ✔️ Custom Mutual Fund Analysis
- ✔️ DIY Financial Planning
Alpha
For Portfolio Above 1cr
59999/ Year
- ✔️ Everything in Diamond
- ✔️ Dedicated service
- ✔️ Comprehensive Financial Planning
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© SEBI-registered Research Analyst - INH000010858
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Warning: Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
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Note: The securities displayed are for illustration only and are not recommendatory.