Financial Planning Services
Achieve your financial goals with expert planning, personalized strategies, and comprehensive wealth management
Secure PlanningExpert PlannersPersonalized Strategy
Choose Your Financial Plan
Tailored solutions for every stage of your financial journey
GoalSmart - Financial Planning
₹25,000₹40,000
*Exclusive of Taxes
Ideal for:Salaried individuals or families seeking structured, long-term goal-based financial clarity
What's Included
Smart Goal Mapping (Education, Marriage, Travel)Customized Financial Health Assessment & ReportTax Efficient Investment PlanningBasic Retirement ProjectionFinancial Literacy Toolkit & Ongoing EducationDedicated Financial PlannerSecure & Encrypted Data StorageWealthEdge - Investment Planning
₹30,000₹45,000
*Exclusive of Taxes
Ideal for:HNIs, professionals, or self-employed individuals looking to diversify and grow wealth
What's Included
Personalized Investment Strategy (across equity, debt, alternatives)Tax Optimization on Capital Gains & DividendsAccess to 1x CA/Planner (quarterly reviews)Advisory on Alternative & Non-Traditional AssetsOngoing Portfolio Monitoring & RebalancingDedicated Investment PlannerSecure & Encrypted Data StorageRetireWell - Retirement Planning
₹25,000₹40,000
*Exclusive of Taxes
Ideal for:Individuals 35+ looking for peace-of-mind retirement strategies including early retirement
What's Included
Comprehensive FIRE RoadmapSuccession & Estate Planning (Nominee strategy, Will)Tax-Efficient Withdrawal PlanningSimulation of Multiple Retirement Scenarios (Inflation)Document Vault for Will, Insurance, and RetirementDedicated Retirement Planning ManagerSecure & Encrypted Data StorageFinLite - DIY Financial Planning Kit
₹7,500₹13,500
*Exclusive of Taxes
Ideal for:Young professionals, first jobbers, or cost-conscious individuals who want guidance but are comfortable with self-execution
What's Included
Goal Tracker (Excel Templates)Budgeting & Expense MonitoringSample Tax Planning WorkbookBeginner's Investment Strategy eBookAccess to 1x CA/Planner Consultation (30 min)Optional Add-On: Upgrade to full plan anytimeWealth360 - Family Concierge
Starting ₹75,000Customized
*Exclusive of Taxes
Ideal for:High-net-worth individuals or families requiring end-to-end financial strategy & intergenerational planning
