Our Plans

Start a healthy financial life by choosing the right plan for you

Silver Plan

Silver Plan

Know your Current Financial
Health

Features include:

Analyse Existing Investments & Insurance

Analyse Financial & Life Goals

Asses Existing Goal status

FREE

Rs 999/-

Gold Plan

Gold Plan

Receive your complete financial plan and begin your journey towards financial freedom.

Features include:

Complete Financial Plan.

Advice on Goals, Risks,

Know More

Rs. 4,999/-

Rs. 6,999/-

Platinum Plan

Platinum Plan

Be our Platinum Customer. Get priority service and unlimited interactions with your Planner.

Features include:

Unlimited Interaction with your planner

Prioritised onboarding,

Know More

Rs. 9,999/-

Rs. 12,999/-

Benefits of our Premium ServicesAccess to Premium Mobile App (Android & iOS) where you can track all your financial product holdings and stay on Top of it - Any time Any Where

Understand your current financial state and fix past problems.

Assess past investments and get customized recommendations on investment portfolios.

Know how to increase the money in your pocket with detailed assessment.

Track, review and rebalance and ensure that you reach your goals

Identify, prioritise and quantify what you need for your life’s goals.

Know which goals are achievable and the path to achieving them.

Help you with the purchase of all the recommendations in one place.

Understand your financial behaviour and create customised advice.

Understand how to manage your risks through insurance, emergency funds and succession planning.

Access to Premium Mobile App to track your Shares, Insurance policies, ULIP policies, MFs & SIPs from other distributors, Real Estate, PPF, Fixed Deposits & various other Insuance products

*Premium Plans will be renewable every year

Gold Plan

Receive your complete financial plan and begin your journey towards financial freedom.

Features include:

Avail Now

Platinum Plan

Be our Platinum Customer. Get priority service and unlimited interactions with your Planner.

Features include:

Avail Now