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Recommended |
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Basic |
Platinum |
Priority
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Fee For Six Months |
Free |
₹ 7,500 + GST |
Custom Pricing |
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Investment Limit on MF (AUA) |
Not Applicable | 50 Lakhs | More than 50 Lakhs |
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Features |
Planning Tools and Expense Tracker |
Basic + Financial Advisor guidance + Periodical Review + Tax planning + Personalized portfolio monitoring + Support by Advisory team |
Platinum + Dedicated investment advisor on call + Quarterly Portfolio Reviews |
| Get started | Get started | Get started | |
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Financial Tools |
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Money Manager |
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Financial Planning tools |
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Expense Tracker |
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Personal Finance Alerts |
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Knowledge & Training |
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Knowledge Sessions |
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Personal Finance Workshops |
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Financial Advice |
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Financial Advisor Guidance |
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Dedicated Investment Advisor |
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Unlimited interactions with Advisory team/Dedicated Advisor |
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Periodical Review |
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Financial Decisions Support |
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Exclusive Wealth Strategies |
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Tax Planning |
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Financial Advice and Support for family members |
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Investment Portfolio |
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Personalised portfolio & monitoring |
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Advise across all financial products |
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Half yearly portfolio review |
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Quarterly portfolio review |
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Support by dedicated Advisor |
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Support by Advisory team |
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Dedicated Operational Support |
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Financial Tools |
Financial Tools |
Financial Tools |
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Money Manager |
Money Manager |
Money Manager |
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Financial Planning tools |
Financial Planning tools |
Financial Planning tools |
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Expense Tracker |
Expense Tracker |
Expense Tracker |
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Personal Finance Alerts |
Personal Finance Alerts |
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Knowledge & Training |
Knowledge & Training |
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Knowledge Sessions |
Knowledge Sessions |
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Personal Finance Workshops |
Personal Finance Workshops |
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Financial Advice |
Financial Advice |
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Financial Advisor Guidance |
Financial Advisor Guidance |
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Unlimited interactions with Advisory team/Dedicated Advisor |
Dedicated Investment Advisor |
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Periodical Review |
Unlimited interactions with Advisory team/Dedicated Advisor |
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Financial Decisions Support |
Periodical Review |
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Exclusive Wealth Strategies |
Financial Decisions Support |
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Tax Planning |
Exclusive Health Strategies |
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Financial Advice and Support for family members |
Tax Planning |
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Investment Portfolio |
Financial Advice and Support for family members |
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Personalised portfolio & monitoring |
Investment Portfolio |
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Advise across all financial products |
Personalised portfolio & monitoring |
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Half yearly portfolio review |
Advise across all financial products |
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Support by Advisory team |
Half yearly portfolio review |
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Dedicated Operational Support |
Quarterly portfolio review |
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Support by dedicated Advisor |
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Support by Advisory team |
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Dedicated Operational Support |
Note: AUA charges for stocks and other products varies depending upon the strategy
Plan 1 |
Plan 2 |
Plan 3 |
Plan 4 |
₹ 750 |
₹ 1,250 |
₹ 2,500 |
₹ 4,500 |
| Buy Now | Buy Now | Buy Now | Buy Now |
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Single Form 16 |
Single Form 16 |
Single Form 16 |
Single Form 16 |
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House Property Income |
House Property Income |
House Property Income |
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Capital Gains from sale of property, equity and mutual funds |
Capital Gains from sale of property, equity and mutual funds |
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Income earned outside India |
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Income earned in NRE/NRO accounts |
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| Buy Now | Buy Now | Buy Now | Buy Now |
