Comprehensive Planning
Services included in comprehensive planning
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] - ₹ 20,000 [Payable on Signing Engagement Letter]
Support Fee - ₹1,000 for first year
[Total Cost for you in the first year - ₹21,000]
Renewals:
Review Fee - ₹ 10,000
Support Fee - ₹ 1,000 for every 1 year.
[Total Cost for you in the later year at current rates - ₹11,000]
The Review/Support fees may be subject to a revision due to Inflation / Market Conditions
Reviews done annually.
All Fees payable in advance.