Please contact us if you have a question or financial concern you do not see listed in our website. If for some reason we cannot provide a solution to your problem, we will make sure we direct you to someone who can.
Retirement Planning Tax Planning Insurance [Life & Health] Planning Estate Planning Investment Planning College Funding / Higher Education Planning Children Marriage Planning Debt Riddance Cash Flow Spending Plan Review of any existing investments and Plans
Pricing:Financial Plan Preparation Fee [One time Only] - ₹ 18,000 [Payable on Signing Engagement Letter] .
Support Fee - ₹ 1,000 on signing and for every 6 months.
[Total Cost for you in the first year - ₹20,000]
Review Fee - ₹ 8,000
Support Fee - ₹ 1,000 for every 6 months.
[Total Cost for you in the later year at current rates - ₹10,000]
The Review/Support fees may be subject to a revision due to Inflation / Market ConditionsAll Fees payable in advance.
Employee Stock Option Advice Home Loan Prepay/Continue Advice Lump sum Distribution Advice Debt Riddance Advice Tax Advice
Contact us for pricing