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
COMPREHENSIVE FINANCIAL PLAN
Comprehensive plan covering investment, insurance, and retirement planning. Pricing starts at just
₹ 11,999
Plus 18% GST
Select this if
You want full control of your finances, have kids or other dependents, or if you are planning to start a family.
Getting started is FREE
You don't pay for the first consultation
Detailed risk profiling
1-on-1 consultation
Review of existing investments
Mutual fund recommendations
Support in creating investment account
1 year unlimited support
Plans for upto 7 financial goals
PPF, NPS, and other govt. schemes
Retirement planning
Life and health insurance planning
GOAL BASED INVESTMENT PLAN
Customised investment plan that helps you achieve all your financial goals. Pricing starts at just
₹ 8,999
Plus 18% GST
Select this if
You want to invest methodically for your financial goals, and your life and health insurance are already adequate.
Getting started is FREE
You don't pay for the first consultation
Detailed risk profiling
1-on-1 consultation
Review of existing investments
Mutual fund recommendations
Support in creating investment account
1 year unlimited support
Plans for upto 5 financial goals
PPF, NPS, and other govt. schemes
Retirement planning
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?
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.
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.