Achieve your potential with a Goal Based Investment Plan
Customised investment plan that helps you achieve your financial goals. Recommended if you want to invest methodically for your financial goals, and your life and health insurance are already adequate.
Pricing starts at only ₹8,999 + GST
Getting started is FREE
You don't pay for the first 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
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.