Take control of your finances with a Comprehensive Financial Plan

A complete solution that covers every aspect of your finances. Recommended if you have financial goals to achieve, have kids or other dependents, or if you are planning to start a family

Pricing starts at only ₹11,999 + GST

Getting started is FREE

You don't pay for the first consultation

1-on-1 consultation

1 year unlimited support

Review of existing investments

Your financial plan will include:

Planning for upto 7 financial goals

Recommendations on PPF, NPS, & more

Mutual fund recommendations

Life and health insurance planning

Retirement planning

Detailed risk profiling

Support in creating investment account

How You Benefit

Achieve financial goals

You get an investment plan tailored to your goals and aspirations.

Save on commissions

We only recommend commission free direct mutual fund plans.

Generate better returns

Best-in-category mutual fund plans for higher returns.

Save on taxes

Our plans offer you maximum tax benefits from your investments.

Take less risk

Portfolio risk is strictly as per your risk appetite and financial goals.

Invest on autopilot

Our recommended investments need minimal active management.

Get Started Now

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Anand Pic.jpeg

Clarified helped me align my investments with my financial goals, and make the right asset allocation. Also, my portfolio is much easier to manage now.

Anand Agrawal, Senior Director, Product Management at Myntra