Plans & Pricing

Clarified is a fee-only financial planner. We earn no hidden commissions. As a result, our advice is completely unbiased and in the best interest of our customers.

Select a Plan

MOST POPULAR

Select this if

You want full control of your finances, have kids or other dependents, or if you are planning to start a family.

Select this if

You want to invest methodically for your financial goals, and your life and health insurance are already adequate.

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.

For me the value of Clarified far exceeded the fee. It's easy to miss how much biased advice and hidden commissions can cost us in the long run.

Eesha Chaturvedi, Strategy Manager at Livspace

Frequently Asked Questions

What do you mean when you say Clarified is a fee-only financial planner?

It means that Clarified is NOT a distributor of mutual funds or of any other product. We do not receive any commissions or brokerage for the investment or insurance products we recommend as part of our financial plans. The only source of revenue for us is the fee paid by our customers. So, our advice is completely transparent, and free from all conflicts of interest.

How long does the financial planning process take?

From the day we receive all the relevant information, we take about 3-5 working days to ready your financial plan. Our working days are from Monday to Friday, excluding public holidays.

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Beyond these three days, the duration of the financial planning process depends on how soon you could share the requested details with us, and on when you prefer to schedule the 1-on-1 consultation.

Other online portals provide free advice. Why should I pay the fee?

Clarified offers comprehensive goal-based financial planning, which covers a range of investment options from mutual funds to small savings schemes (PPF, NPS, etc.), health and life insurance recommendations, and a 1-on-1 consultation. None of the ‘free’ portals offer a similar depth of services, and many are in fact mutual fund distributors with hidden commissions.

Does Clarified help with implementing the financial plan?

Yes, we help you set up your mutual fund investments in commission-free direct plans via the Mutual Fund Utility, a secure and zero-fee online platform created by the mutual fund industry itself. We guide you through the process of creating a Common Account Number (CAN), activating online access, registering bank mandate, and setting up the initial investments.

How will I receive the financial plan?

You will receive the financial plan as a PDF document via email within 3-5 working days of sharing all the relevant inputs. In case any change is required to be made after the 1-on-1 consultation, you will receive a revised PDF document within 2 working days of confirming the changes.