Expert Advice on Diverse Financial Products
- Stocks, funds, and goals guidance
- Tailored recommendations for your specific financial objectives
Timely Investment Advice
& Direct Plan Access
- Up to 24 stock and fund advice per year
- Personalized mutual fund recommendations
with access to direct plan mutual funds
'When to Sell' Advice & Regular Rebalancing
- Maximize returns with sell calls on stocks and mutual funds
- Quarterly stock portfolio rebalancing, half-yearly mutual fund rebalancing
Comprehensive Plan Features & Affordable Pricing
- 24 advice pack per year and
personalized financial plan
reviews every six months - Advisory fees starting at
effectively Rs 400 per month
for a three-year plan