Services/Plans
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OUR SERVICES
Transparent. Research-Driven. 100% Conflict-Free.
We offer fee-only financial planning designed to help you build real wealth—without commissions, product pushing, or hidden agendas. Every recommendation is backed by data, research, and your personal financial goals.
Strategies tailored to your financial goals and risk profile.
Unbiased, data-backed investment recommendations—100% conflict-free.
Financial Planning & Investment Advisory Services
Explore goal-based planning, equity research, portfolio design, tax optimization, and wealth monitoring. 100% commission-free advisory for smart investors.
In-depth research on 500+ stocks to identify long-term opportunities.
Structured plans for education, home purchase, retirement, and wealth creation.
Smart allocation across equity, debt, gold, NPS, PPF, ETFs & direct equity.
Portfolio reviews to maintain the right risk-return balance.
80C planning, capital gains efficiency, tax-loss harvesting & more.
Continuous tracking, alerts & performance reviews.
Only Equity Portfolio Service
For HNIs, NRIs, and Equity Enthusiasts with Higher Risk Appetite
Fee Structure
₹40,000 – ₹70,000
Assets Covered
Only Equity
Services Covered
- Client Portfolio Review
- Proper Asset Allocation
- Sector Rotation Strategies
- Stock Selection & Weightage
- Risk Management Framework
- Advanced Risk Profiling
Service Packages Overview
We offer three comprehensive service packages designed to meet different life stages and portfolio sizes. Each package provides complete financial planning with varying levels of complexity based on your needs.
| Feature | Foundation (Pragathi) | Comprehensive (Sampurna) | Premium |
|---|---|---|---|
| Annual Fee (Year 1) | ₹30,000 | ₹50,000 | ₹75,000 |
| Annual Fee (Year 2+) | ₹15,000 | ₹25,000 | ₹35,000 |
| Number of Goals | 2–3 goals | 4–6 goals | Unlimited goals |
| Review Frequency | Half yearly | Quarterly | Monthly |
How We Work
Our Simple,
Transparent Process
1. Initial Discovery Call
We understand your goals, current financial situation, and expectations.
2. Data Collection & Profile Analysis
You share your income, expenses, assets, and liabilities securely.
3. Customized Financial Roadmap
We create a personalized investment blueprint aligned with your goals.
4. Portfolio Construction
We build a diversified portfolio across equity, debt, and other assets.
5. Implementation Support
You get step-by-step guidance to set up Direct Mutual Funds & Demat.
6. Ongoing Monitoring & Reviews
We track your portfolio performance throughout the year.
7. Continuous Guidance & Support
You receive ongoing support for questions, changes, or new goals.
Choose Pakage
Choose the plan that fits your financial stage.
Renewal: ₹15,000/year (incl. GST)
For beginners & portfolios under ₹15 lakhs.
Benefit :
- Financial Health Check
- Goal-Based Planning
- Mutual Fund Portfolio
- Direct Plan Recommendations
- Tax-Saving (80C, NPS)
- Emergency Fund Plan
- 1 Annual Review
- Email/WhatsApp Support
Renewal:₹35,000/year (incl. GST)
For high-income individuals & portfolios ₹50L+.
Benefit :
- Monthly Portfolio Monitoring
- Personalized 10–15 Stock Portfolio
- Real-Time Market Insights
- Estate Planning Guidance
- NRI Advisory (Selected countries)
- Comprehensive Tax Planning
- Multi-Goal Modeling
- Family Financial Plan
- Unlimited Consultations
Renewal: ₹25,000/year (incl. GST)
For portfolios ₹15–50 lakhs.
Benefit :
- Direct Equity Recommendations
- Quarterly Reviews
- Stock Research Reports
- Tax Loss Harvesting
- Insurance & Debt Optimization
- Retirement Planning
- Goal Progress Dashboard
- Priority Support
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📊Existing portfolio review – Stocks, Mutual Funds, Insurance
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⚖️Asset allocation & weightage analysis
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🔍Portfolio overlap check
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💸Expense ratio evaluation
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📈Stock exposure & profitability analysis
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🛡️Insurance gap analysis
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⚠️Identification of major drawbacks in the portfolio
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🎯Correction of goal alignment mistakes
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⏳Immediate required actions highlighted
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🧭A clear step-by-step action plan to follow
- Debt management — complex loan restructuring & repayment strategies.
- Retirement corpus planning — accumulation & post-retirement income strategies.
- NRI compliance — FEMA, FATCA, FBAR, PFIC & cross-border asset transfer.
- Detailed analysis of your specific financial problem.
- Step-by-step custom strategy to resolve the issue.
- Compliance, documentation & optimization report.
Why Choose Us
Why I Choose Fee-Only Advisory
Your goals come before product commissions or sales incentives.
A clear, fixed fee structure with no hidden costs or conflicts of interest.
Every suggestion is based on research, not payouts from fund houses.
I succeed only when your wealth grows—creating long-term trust and accountability.