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Basic
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DIY+
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Platinum
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Priority
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Comprehensive Financial Plan |
Do-it-Yourself through Financial Planning Tools |
Do-it-Yourself through Financial Planning Tools |
Prepared by our Advisory Team |
Prepared by a dedicated Advisor |
|
Track Family Portfolios |
No |
Yes |
Yes |
Yes |
|
Advice for Family Members |
NA |
NA |
Advisory team will provide advice to you and your family members as required. |
Advice will be given by dedicated advisor to you and your family members. |
|
Your Queries Answered By |
亿电竞(西安)比分新版v9.9 Support |
亿电竞(西安)比分新版v9.9 Support |
Advisory Team |
Your personal coach |
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Money Manager |
Can add up to 5 auto-populate/statement upload accounts |
Can add up to 30 auto-populate/statement upload accounts |
Can add up to 50 auto-populate/statement upload accounts |
No limit on the number of accounts |
|
Auto-mode Expense Tracker |
Available |
Available |
Available |
Available |
|
Reports |
> Consolidated wealth report > MF Transaction reports > MF Portfolio Account Holdings Reports |
> Consolidated Family wealth report > Capital Gain/ Loss reports > MF Transaction reports > MF Portfolio Account Holdings Reports |
> Consolidated Family wealth report > Capital Gain/ Loss reports > MF Transaction reports > MF Portfolio Account Holdings Reports |
> Consolidated Family wealth report > Capital Gain/ Loss reports > MF Transaction reports > MF Portfolio Account Holdings Reports |
|
Portfolio Analysis |
NA |
NA |
Asset class-wise, Sector-wise and Return-wise analysis of your portfolio by Advisory team |
Asset class-wise, Sector-wise and Return-wise analysis of your portfolio by Dedicated Advisor |
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Portfolio Execution |
Do it Yourself |
Do it Yourself |
Execution support by
|
Execution support by
|
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Personal Finance Alerts |
No |
E-mail and SMS alert facility for all important payments due, renewals and maturity. |
E-mail and SMS alert facility for all important payments due, renewals and maturity. |
E-mail and SMS alert facility for all important payments due, renewals and maturity. |
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Document Storage |
No |
Complimentary high security storage facility to store your important documents. |
Complimentary high security storage facility to store your important documents. |
Complimentary high security storage facility to store your important documents. |
|
Advisory Support |
No |
No |
Advisory team is available on call. |
Dedicated Advisor is available on call. |
|
Additional Accounts |
If yours and your family’s financial accounts add up to more than 30, you can purchase this to add 20 additional accounts. |